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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 77 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 1,251.0 $74K 0.00% -447.0 -26.3% $59.41 +2.2%
1522 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 2,012.0 $74K 0.00% +1K +278.2% $36.75 -4.5%
1523 OWLET INC 14,353.0 $74K 0.00% NEW $5.14
1524 STIP ISHARES TR 711.0 $74K 0.00% -2K -68.5% $103.47 -1.4%
1525 RMD RESMED INC Healthcare 326.0 $73K 0.00% -127.0 -28.0% $224.60 -16.0%
1526 AYI ACUITY INC Industrials 256.0 $73K 0.00% +52.0 +25.5% $285.62 +11.2%
1527 XLRE SELECT SECTOR SPDR TR 1,771.0 $72K 0.00% -152.0 -7.9% $40.83 +7.4%
1528 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 7,775.0 $72K 0.00% +4K +103.2% $9.28 -8.5%
1529 IRIDIUM COMMUNICATIONS INC 2,582.0 $72K 0.00% +2K +435.7% $27.94
1530 IEF ISHARES TR 750.0 $72K 0.00% +281.0 +59.9% $95.49 -1.2%
1531 TIGO MILLICOM INTL CELLULAR S A Communication Services 939.0 $72K 0.00% +517.0 +122.5% $76.26 +10.7%
1532 FTGS FIRST TR EXCHANGE-TRADED FD 2,083.0 $71K 0.00% $34.05 +8.6%
1533 PRDO PERDOCEO ED CORP Consumer Defensive 1,947.0 $71K 0.00% +1K +135.1% $36.38 -11.9%
1534 TTMI TTM TECHNOLOGIES INC Technology 566.0 $71K 0.00% +244.0 +75.8% $125.11 +73.0%
1535 XTJL INNOVATOR ETFS TRUST 1,843.0 $71K 0.00% -590.0 -24.2% $38.35 +7.0%
1536 STNG SCORPIO TANKERS INC Energy 917.0 $71K 0.00% +715.0 +354.0% $77.02 +4.6%
1537 RELX RELX PLC Communication Services 2,129.0 $71K 0.00% -3K -58.0% $33.15 -5.9%
1538 AVDV AMERICAN CENTY ETF TR 702.0 $70K 0.00% -458.0 -39.5% $99.86 +6.9%
1539 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 911.0 $70K 0.00% +533.0 +141.0% $76.59 -4.1%
1540 LEN LENNAR CORP Consumer Cyclical 802.0 $70K 0.00% +147.0 +22.4% $86.87 +3.3%
Page 77 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%