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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 25 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FNDC SCHWAB STRATEGIC TR 5,887.0 $273K 0.01% +835.0 +16.5% $46.36 +8.9%
482 VFC V F CORP Consumer Cyclical 15,886.0 $270K 0.01% +2K +12.6% $16.99 -1.7%
483 JD JD.COM INC Consumer Cyclical 9,120.0 $270K 0.01% +3K +59.9% $29.57 +3.2%
484 DBX DROPBOX INC Technology 11,580.0 $269K 0.01% +7K +165.7% $23.23 +18.1%
485 AVT AVNET INC Technology 4,157.0 $269K 0.01% +3K +342.2% $64.72 +32.7%
486 CRUS CIRRUS LOGIC INC Technology 1,852.0 $268K 0.01% +803.0 +76.5% $144.62 +20.1%
487 EXPAND ENERGY CORPORATION 2,420.0 $266K 0.01% +780.0 +47.6% $109.78
488 SPTL SPDR SERIES TRUST 10,096.0 $266K 0.01% +6K +157.4% $26.30 -1.4%
489 EWBC EAST WEST BANCORP INC Financial Services 2,433.0 $265K 0.01% +2K +1459.6% $108.82 +14.1%
490 VTIP VANGUARD MALVERN FDS 5,262.0 $263K 0.01% +4K +572.9% $49.95 +0.5%
491 NVT NVENT ELEC PLC Industrials 1,760.0 $263K 0.01% +2K +1995.2% $149.31 +12.7%
492 FYX FIRST TR EXCHANGE-TRADED ALP 2,193.0 $262K 0.01% +88.0 +4.2% $119.35 +12.2%
493 CRH PLC 2,441.0 $258K 0.01% +1K +70.2% $105.89
494 HRL HORMEL FOODS CORP Consumer Defensive 11,402.0 $258K 0.01% +1K +11.4% $22.65 -6.9%
495 AMH AMERICAN HOMES 4 RENT Real Estate 9,241.0 $258K 0.01% +3K +40.1% $27.92 +15.5%
496 LDUR PIMCO ETF TR 2,684.0 $257K 0.01% +2K +429.4% $95.82 -0.4%
497 VIS VANGUARD WORLD FD 820.0 $256K 0.01% +761.0 +1289.8% $312.22 +8.8%
498 ETSY INC 5,031.0 $253K 0.01% +4K +358.2% $50.31
499 RNG RINGCENTRAL INC Technology 6,782.0 $253K 0.01% +5K +410.7% $37.30 +16.7%
500 UI UBIQUITI INC Technology 320.0 $253K 0.01% +26.0 +8.8% $790.29 -21.4%
Page 25 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%