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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 98 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 ATEC ALPHATEC HLDGS INC Healthcare 2,557.0 $28K 0.00% -502.0 -16.4% $10.85 -17.6%
1942 XHS SPDR SERIES TRUST 277.0 $28K 0.00% $100.13 +21.7%
1943 TMSL T ROWE PRICE ETF INC 753.0 $28K 0.00% $36.66 +17.7%
1944 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 1,284.0 $28K 0.00% -10K -88.3% $21.45 +33.8%
1945 OGE OGE ENERGY CORP Utilities 574.0 $28K 0.00% -664.0 -53.6% $47.96 -0.2%
1946 SANM SANMINA CORP Technology 211.0 $27K 0.00% -21.0 -9.1% $129.64 +87.7%
1947 IEO ISHARES TR 219.0 $27K 0.00% -3.0 -1.4% $124.90 -13.4%
1948 ALGT ALLEGIANT TRAVEL CO Industrials 338.0 $27K 0.00% +53.0 +18.6% $80.82 +27.0%
1949 FFLC FIDELITY COVINGTON TRUST 531.0 $27K 0.00% NEW $51.30 +15.1%
1950 DNOW DNOW INC Energy 2,287.0 $27K 0.00% -510.0 -18.2% $11.91 +12.1%
1951 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 768.0 $27K 0.00% -15K -95.0% $35.44 -10.8%
1952 TCHP T ROWE PRICE ETF INC 615.0 $27K 0.00% +10.0 +1.6% $44.18 +13.3%
1953 VSH VISHAY INTERTECHNOLOGY INC Technology 1,509.0 $27K 0.00% -36.0 -2.3% $18.00 +252.2%
1954 IDXX IDEXX LABS INC Healthcare 50.0 $27K 0.00% -178.0 -78.1% $542.76 +1.5%
1955 WLK WESTLAKE CORPORATION Basic Materials 232.0 $27K 0.00% +212.0 +1060.0% $116.82 -32.8%
1956 GRAB GRAB HOLDINGS LIMITED Technology 7,402.0 $27K 0.00% +429.0 +6.2% $3.66 -2.9%
1957 CMDB Costamare Bulkers Holdings Ltd Industrials 1,748.0 $27K 0.00% -21K -92.3% $15.47 +11.2%
1958 BKH BLACK HILLS CORP Utilities 385.0 $27K 0.00% +245.0 +175.0% $70.22 +4.5%
1959 RACE FERRARI N V Consumer Cyclical 80.0 $27K 0.00% -501.0 -86.2% $337.77 +3.9%
1960 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 215.0 $27K 0.00% -50.0 -18.9% $124.46 +18.2%
Page 98 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%