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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 20 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NTRA NATERA INC Healthcare 2,071.0 $414K 0.01% +2K +788.8% $199.99 +1.6%
382 SOMNIGROUP INTERNATIONAL INC 5,628.0 $413K 0.01% +1K +26.9% $73.34
383 IT GARTNER INC Technology 2,599.0 $412K 0.01% +2K +348.9% $158.34 +1.1%
384 VAL VALARIS LTD Energy 4,195.0 $411K 0.01% +2K +66.7% $98.03 +3.2%
385 INGR INGREDION INC Consumer Defensive 3,632.0 $409K 0.01% +2K +184.2% $112.66 -9.1%
386 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,952.0 $408K 0.01% +734.0 +60.3% $209.08 +15.9%
387 EHC ENCOMPASS HEALTH CORP Healthcare 4,059.0 $403K 0.01% +3K +252.0% $99.26 +5.7%
388 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 681.0 $402K 0.01% +104.0 +18.0% $590.91 -3.8%
389 WWD WOODWARD INC Industrials 1,112.0 $398K 0.01% +751.0 +208.0% $357.92 -1.8%
390 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,012.0 $397K 0.01% +1K +105.7% $197.42 +21.5%
391 SE SEA LTD Consumer Cyclical 4,726.0 $394K 0.01% +2K +76.3% $83.29 +4.8%
392 CCC CCC INTELLIGENT SOLUTIONS HL Technology 65,600.0 $393K 0.01% +56K +570.7% $6.00 -24.0%
393 PGX INVESCO EXCH TRADED FD TR II 36,089.0 $393K 0.01% +13K +58.1% $10.88 +0.6%
394 PMAR INNOVATOR ETFS TRUST 8,731.0 $390K 0.01% +1K +16.4% $44.62 +6.4%
395 BNL BROADSTONE NET LEASE INC Real Estate 21,160.0 $387K 0.01% +21K +10000.0% $18.27 +11.7%
396 MKTX MARKETAXESS HLDGS INC Financial Services 2,298.0 $379K 0.01% +2K +10000.0% $164.95 -16.9%
397 ARKG ARK ETF TR 14,271.0 $377K 0.01% +389.0 +2.8% $26.42 +16.1%
398 PBP INVESCO EXCHANGE TRADED FD T 17,119.0 $376K 0.01% +376.0 +2.2% $21.99 +3.3%
399 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 11,821.0 $374K 0.01% +12K +10000.0% $31.66 +2.4%
400 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 28,395.0 $374K 0.01% +5K +19.0% $13.17
Page 20 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%