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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 80 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 WMG WARNER MUSIC GROUP CORP Communication Services 2,510.0 $64K 0.00% +640.0 +34.2% $25.54 +10.3%
1582 KMPR KEMPER CORP Financial Services 2,093.0 $64K 0.00% +1K +92.2% $30.56 -18.1%
1583 SMLF iShares U.S. Small-Cap Equity Factor ETF 847.0 $64K 0.00% -2K -68.7% $75.47 +15.3%
1584 SANA Sana Biotechnology Inc Com Healthcare 22,114.0 $64K 0.00% -37K -62.5% $2.88 +9.4%
1585 BANC BANC OF CALIFORNIA INC Financial Services 3,582.0 $63K 0.00% -247.0 -6.5% $17.58 +14.3%
1586 VSAT VIASAT INC Technology 1,374.0 $63K 0.00% +259.0 +23.2% $45.80 +40.0%
1587 XGN EXAGEN INC COM Healthcare 20,918.0 $63K 0.00% NEW $3.00 +51.3%
1588 BAP CREDICORP LTD COM Financial Services 192.0 $62K 0.00% +139.0 +262.3% $324.52 +17.9%
1589 TRMB TRIMBLE INC Technology 955.0 $62K 0.00% -2K -70.5% $65.23 -24.6%
1590 ON ON SEMICONDUCTOR CORP Technology 1,004.0 $62K 0.00% -4K -80.6% $61.92 +96.4%
1591 LMAT LEMAITRE VASCULAR INC Healthcare 569.0 $62K 0.00% $109.15 -13.9%
1592 INTF iShares International Equity Factor ETF 1,593.0 $62K 0.00% +703.0 +79.0% $38.96 +5.8%
1593 DV DOUBLEVERIFY HLDGS INC Technology 6,510.0 $62K 0.00% +6K +3557.3% $9.51 +8.6%
1594 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 7,781.0 $62K 0.00% -22K -74.2% $7.94 +29.7%
1595 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,258.0 $61K 0.00% +239.0 +23.4% $48.78 -12.0%
1596 GTLB GITLAB INC Technology 2,829.0 $61K 0.00% +3K +9655.2% $21.64 +22.7%
1597 SCIO FIRST TR EXCHANGE-TRADED FD 2,965.0 $61K 0.00% NEW $20.64 +0.4%
1598 CLX CLOROX CO DEL Consumer Defensive 590.0 $61K 0.00% +233.0 +65.3% $103.65 -7.6%
1599 MCHP MICROCHIP TECHNOLOGY INC. Technology 946.0 $61K 0.00% +143.0 +17.8% $64.61 +54.4%
1600 EWY ISHARES INC 493.0 $61K 0.00% +432.0 +708.2% $123.01 +78.2%
Page 80 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%