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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 96 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 LFUS LITTELFUSE INC Technology 88.0 $30K 0.00% -96.0 -52.2% $338.02 +41.9%
1902 PRGS PROGRESS SOFTWARE CORP Technology 1,156.0 $30K 0.00% +1K +2652.4% $25.65 +15.7%
1903 NWSA NEWS CORP NEW Communication Services 1,183.0 $30K 0.00% +896.0 +312.2% $25.03 +1.0%
1904 FTRE FORTREA HLDGS INC Healthcare 3,130.0 $30K 0.00% +2K +285.9% $9.44 +62.1%
1905 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,735.0 $29K 0.00% +2K +10000.0% $17.00 -4.9%
1906 FDIS FIDELITY COVINGTON TRUST 316.0 $29K 0.00% -216.0 -40.6% $93.16 +9.6%
1907 XLB SELECT SECTOR SPDR TR 586.0 $29K 0.00% -6K -91.7% $50.04 +3.5%
1908 HLN HALEON PLC Healthcare 2,927.0 $29K 0.00% -6K -66.3% $10.01 -10.5%
1909 PARR PAR PAC HOLDINGS INC Energy 467.0 $29K 0.00% +45.0 +10.7% $62.70 -18.8%
1910 EUFN ISHARES TR 839.0 $29K 0.00% -30.0 -3.5% $34.85 +11.1%
1911 SLF SUN LIFE FINANCIAL INC. COM Financial Services 467.0 $29K 0.00% -1K -71.7% $62.56 +26.2%
1912 FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 428.0 $29K 0.00% $68.12 +3.3%
1913 GCI LIBERTY INC 791.0 $29K 0.00% +4.0 +0.5% $36.85
1914 HOMB HOME BANCSHARES INC Financial Services 1,078.0 $29K 0.00% -470.0 -30.4% $26.93 +2.7%
1915 CXW CORECIVIC INC Real Estate 1,530.0 $29K 0.00% -12K -88.9% $18.91 +52.8%
1916 TTEQ T ROWE PRICE ETF INC 956.0 $29K 0.00% $30.26 +48.2%
1917 ICLR ICON PLC Healthcare 260.0 $29K 0.00% -89.0 -25.5% $110.79 +31.8%
1918 IXJ ISHARES TR 307.0 $29K 0.00% -8.0 -2.5% $93.54 -0.6%
1919 IFLN INVESCO EXCH TRADED FD TR II 1,597.0 $29K 0.00% $17.95 +1.6%
1920 IGE ISHARES TR 455.0 $29K 0.00% $62.94 -8.7%
Page 96 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%