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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 81 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 AVSC AMERICAN CENTY ETF TR 973.0 $61K 0.00% +619.0 +174.9% $62.29 +13.9%
1602 HOLOGIC INC 801.0 $61K 0.00% -1K -58.2% $75.59
1603 VOD VODAFONE GROUP PLC Communication Services 3,991.0 $60K 0.00% -777.0 -16.3% $15.13 -5.5%
1604 TPHD TIMOTHY PLAN 1,460.0 $60K 0.00% $41.36 +0.6%
1605 SOLV SOLVENTUM CORP Healthcare 876.0 $60K 0.00% +366.0 +71.8% $68.86 +9.5%
1606 KLIC KULICKE & SOFFA INDS INC Technology 916.0 $60K 0.00% -73.0 -7.4% $65.70 +85.5%
1607 ONDS ONDAS INC Technology 6,611.0 $60K 0.00% NEW $9.08 +2.1%
1608 WLFC WILLIS LEASE FIN CORP Industrials 352.0 $60K 0.00% -37.0 -9.5% $170.26 +21.2%
1609 MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF 1,753.0 $60K 0.00% NEW $34.09 +5.9%
1610 IHF ISHARES TR 1,425.0 $60K 0.00% +700.0 +96.5% $41.85 +24.9%
1611 LANDBRIDGE COMPANY LLC 864.0 $60K 0.00% +9.0 +1.1% $69.02
1612 BMO BANK MONTREAL MEDIUM Financial Services 440.0 $60K 0.00% -918.0 -67.6% $135.34 +26.2%
1613 ONON ON HLDG AG Consumer Cyclical 1,740.0 $59K 0.00% -216.0 -11.0% $34.02 +14.3%
1614 ZG ZILLOW GROUP INC Communication Services 1,429.0 $59K 0.00% +987.0 +223.3% $41.39 -21.5%
1615 HACK AMPLIFY CYBERSECURITY ETF 727.0 $59K 0.00% -416.0 -36.4% $81.26 +18.1%
1616 FXN FIRST TR EXCHANGE-TRADED FD 2,618.0 $59K 0.00% $22.46 -10.2%
1617 CNM CORE & MAIN INC Industrials 1,189.0 $59K 0.00% +908.0 +323.1% $49.40 -1.7%
1618 DON WISDOMTREE TR 1,118.0 $59K 0.00% $52.53 +6.4%
1619 EE EXCELERATE ENERGY INC Utilities 1,693.0 $59K 0.00% +810.0 +91.7% $34.68 -0.4%
1620 IYC iShares US Consumer Services ETF 605.0 $59K 0.00% -4K -87.5% $96.92 +4.6%
Page 81 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%