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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 14 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VRSN VERISIGN INC Technology 3,401.0 $854K 0.02% +3K +1699.5% $251.11 +23.5%
262 KLARNA GROUP PLC 64,390.0 $843K 0.02% +64K +10000.0% $13.09
263 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 33,900.0 $827K 0.02% +4K +13.3% $24.39 -0.6%
264 PR PERMIAN RESOURCES CORP Energy 38,517.0 $820K 0.02% +4K +12.9% $21.30 -4.0%
265 EXEL EXELIXIS INC Healthcare 18,720.0 $817K 0.02% +5K +39.9% $43.66 +14.9%
266 ISHARES TR 17,617.0 $814K 0.02% +17K +2088.4% $46.23
267 MSCI MSCI INC Financial Services 1,499.0 $811K 0.02% +581.0 +63.3% $541.10 +8.8%
268 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,638.0 $787K 0.02% +586.0 +55.7% $480.76 +8.1%
269 CMI CUMMINS INC Industrials 1,463.0 $787K 0.02% +74.0 +5.3% $538.12 +18.8%
270 GII SPDR INDEX SHS FDS 10,281.0 $782K 0.02% +10K +7572.4% $76.02 +0.7%
271 LITE LUMENTUM HLDGS INC Technology 1,061.0 $779K 0.02% +111.0 +11.7% $733.80 +29.0%
272 EQIX EQUINIX INC Real Estate 789.0 $776K 0.02% +229.0 +40.9% $983.87 +9.7%
273 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,909.0 $772K 0.02% +1K +59.2% $197.50 +15.2%
274 ROKU ROKU INC Communication Services 7,709.0 $772K 0.02% +2K +33.0% $100.10 +25.4%
275 XAR SPDR SERIES TRUST 3,038.0 $772K 0.02% +3K +507.6% $253.98 +6.8%
276 XPO XPO INC Industrials 3,905.0 $760K 0.02% +527.0 +15.6% $194.55 +4.3%
277 BUCK SIMPLIFY EXCHANGE TRADED FUN 32,215.0 $757K 0.02% +25K +377.7% $23.50 +0.3%
278 PRF INVESCO EXCHANGE TRADED FD T 15,910.0 $756K 0.02% +384.0 +2.5% $47.53 +11.9%
279 FIX COMFORT SYS USA INC Industrials 547.0 $754K 0.02% +400.0 +272.1% $1378.99 +32.6%
280 CNC CENTENE CORP DEL Healthcare 22,552.0 $750K 0.02% +16K +244.9% $33.24 +77.9%
Page 14 of 78  ·  1,542 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%