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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 76 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 ODFL OLD DOMINION FREIGHT LINE IN Industrials 398.0 $78K 0.00% -274.0 -40.8% $195.55 +13.0%
1502 VDC VANGUARD WORLD FD 345.0 $77K 0.00% -100.0 -22.5% $224.59 +0.7%
1503 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,707.0 $77K 0.00% -899.0 -34.5% $45.30 -33.2%
1504 MVIS MICROVISION INC DEL Technology 120,236.0 $77K 0.00% +30K +33.5% $0.64 -43.2%
1505 XTAP INNOVATOR ETFS TRUST 1,861.0 $77K 0.00% -531.0 -22.2% $41.37 +9.2%
1506 CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 2,151.0 $77K 0.00% $35.78
1507 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 4,478.0 $77K 0.00% -24K -84.0% $17.11 -4.5%
1508 S SENTINELONE INC Technology 5,923.0 $76K 0.00% +4K +165.8% $12.88 +16.6%
1509 SPSB SPDR SERIES TRUST 2,530.0 $76K 0.00% -2K -42.1% $30.07 -0.4%
1510 XTJA INNOVATOR ETFS TRUST 2,495.0 $76K 0.00% -1K -33.0% $30.47 +11.5%
1511 PPC PILGRIMS PRIDE CORP Consumer Defensive 2,595.0 $76K 0.00% +2K +454.5% $29.28 -6.7%
1512 LMUB iShares Long Term Nat Mu Bond 1,519.0 $76K 0.00% NEW $49.93 +2.2%
1513 UFPI UFP INDUSTRIES INC Basic Materials 863.0 $76K 0.00% -323.0 -27.2% $87.84 -1.4%
1514 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 23,466.0 $76K 0.00% +17K +248.5% $3.22 -3.2%
1515 E ENI SPA Energy 1,335.0 $76K 0.00% -2K -64.2% $56.61 -13.5%
1516 SYLD CAMBRIA SHAREHOLDER YIELD ETF 1,000.0 $75K 0.00% $75.41 +3.6%
1517 PB PROSPERITY BANCSHARES INC COM Financial Services 1,117.0 $75K 0.00% +1K +906.3% $67.18 +6.0%
1518 SIXJ ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF 2,227.0 $75K 0.00% -150.0 -6.3% $33.64 +8.2%
1519 DRS LEONARDO DRS INC Industrials 1,680.0 $75K 0.00% +2K +4100.0% $44.50 +3.5%
1520 IVOG VANGUARD ADMIRAL FDS INC 597.0 $75K 0.00% $125.03 +15.3%
Page 76 of 189  ·  3,766 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%