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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 88 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 CLS CELESTICA INC COM Technology 153.0 $44K 0.00% -734.0 -82.8% $285.16 +30.6%
1742 GH GUARDANT HEALTH INC Healthcare 462.0 $44K 0.00% -271.0 -37.0% $94.27 +39.8%
1743 SITM SITIME CORP Technology 68.0 $44K 0.00% +38.0 +126.7% $639.78 +14.0%
1744 LPLA LPL FINL HLDGS INC Financial Services 145.0 $43K 0.00% -104.0 -41.8% $299.61 -1.9%
1745 JBLU JETBLUE AIRWAYS CORP Industrials 9,815.0 $43K 0.00% +469.0 +5.0% $4.42 +28.5%
1746 RWK INVESCO EXCH TRADED FD TR II 337.0 $43K 0.00% -520.0 -60.7% $128.33 +12.4%
1747 PKST PEAKSTONE REALTY TRUST Real Estate 2,066.0 $43K 0.00% -340.0 -14.1% $20.89 +0.5%
1748 RS RELIANCE INC Basic Materials 141.0 $43K 0.00% -247.0 -63.7% $303.92 +30.4%
1749 FUL FULLER H B CO Basic Materials 694.0 $43K 0.00% +29.0 +4.4% $61.68 +5.2%
1750 VNO VORNADO RLTY TR Real Estate 1,644.0 $43K 0.00% +470.0 +40.0% $26.00 +45.5%
1751 AMTM AMENTUM HOLDINGS INC Industrials 1,661.0 $43K 0.00% -3K -61.9% $25.70 -15.7%
1752 APRZ TRUESHARES STRUCTURED OUTCOME (APRIL) ETF 1,194.0 $43K 0.00% $35.69 +11.9%
1753 TPLC TIMOTHY PLAN 917.0 $43K 0.00% $46.44 +6.6%
1754 NMRK NEWMARK GROUP INC Real Estate 2,686.0 $43K 0.00% +858.0 +46.9% $15.85 -6.2%
1755 MSA MSA SAFETY INC Industrials 258.0 $42K 0.00% -32.0 -11.0% $164.12 +0.2%
1756 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 827.0 $42K 0.00% -732.0 -47.0% $51.11 -11.8%
1757 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 936.0 $42K 0.00% $44.72 +15.3%
1758 BIOHAVEN LTD 4,940.0 $42K 0.00% +26.0 +0.5% $8.46
1759 SXI STANDEX INTL CORP Industrials 163.0 $42K 0.00% -45.0 -21.6% $255.29 +23.5%
1760 FORM FORMFACTOR INC Technology 429.0 $42K 0.00% -56.0 -11.6% $96.99 +54.2%
Page 88 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%