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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 93 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 AGO ASSURED GUARANTY LTD Financial Services 430.0 $35K 0.00% +49.0 +12.9% $80.72 -5.2%
1842 CHD CHURCH & DWIGHT CO INC Consumer Defensive 367.0 $34K 0.00% -547.0 -59.9% $93.43 +2.4%
1843 BBIO BRIDGEBIO PHARMA INC COM Healthcare 521.0 $34K 0.00% +425.0 +442.7% $64.90 +2.1%
1844 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,553.0 $34K 0.00% +1K +1351.4% $21.76 -19.4%
1845 SCHI SCHWAB STRATEGIC TR 1,487.0 $34K 0.00% +1K +2378.3% $22.68 -0.4%
1846 DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 623.0 $34K 0.00% NEW $54.07 +3.2%
1847 SHC SOTERA HEALTH CO Healthcare 2,334.0 $34K 0.00% -9K -80.0% $14.36 +10.1%
1848 WIT WIPRO LTD Technology 15,750.0 $33K 0.00% -37K -70.3% $2.12 +12.7%
1849 HUSV FIRST TR EXCH TRADED FD III 869.0 $33K 0.00% $38.35 +0.9%
1850 FLIN Franklin FTSE India ETF 1,000.0 $33K 0.00% NEW $33.22 +6.8%
1851 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 510.0 $33K 0.00% NEW $65.09 +32.2%
1852 TKO TKO GROUP HOLDINGS INC Communication Services 170.0 $33K 0.00% -516.0 -75.2% $195.20 +1.8%
1853 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 216.0 $33K 0.00% -166.0 -43.5% $152.99 +187.3%
1854 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 891.0 $33K 0.00% -2K -64.1% $37.01 +26.6%
1855 CSTM Constellium SE Basic Materials 1,283.0 $33K 0.00% NEW $25.50 +33.3%
1856 TKR TIMKEN CO Industrials 325.0 $33K 0.00% -388.0 -54.4% $100.57 +41.5%
1857 EVEREST GROUP LTD 97.0 $33K 0.00% +58.0 +148.7% $335.98
1858 LKFN LAKELAND FINL CORP Financial Services 567.0 $33K 0.00% -18.0 -3.1% $57.40 +4.3%
1859 CHTR CHARTER COMMUNICATIONS INC Communication Services 166.0 $32K 0.00% -236.0 -58.7% $195.37 -35.4%
1860 ESNT ESSENT GROUP LTD Financial Services 547.0 $32K 0.00% +76.0 +16.1% $59.02 -1.0%
Page 93 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%