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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 27 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FCN FTI CONSULTING INC Industrials 1,325.0 $234K 0.01% +1K +1535.8% $176.77 -13.7%
522 EMN EASTMAN CHEM CO Basic Materials 3,054.0 $233K 0.01% +3K +3410.3% $76.32 -1.9%
523 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 18,392.0 $232K 0.01% +18K +10000.0% $12.61 +7.5%
524 SON SONOCO PRODS CO Consumer Cyclical 4,269.0 $231K 0.01% +2K +54.3% $54.08 -8.1%
525 AR ANTERO RESOURCES CORP Energy 5,444.0 $231K 0.01% +5K +1058.3% $42.39 -13.5%
526 COKE COCA COLA CONS INC Consumer Defensive 1,200.0 $230K 0.01% +1K +5900.0% $191.75 -7.1%
527 MEDP MEDPACE HLDGS INC Healthcare 481.0 $230K 0.01% +326.0 +210.3% $477.71 -10.3%
528 DXJ WISDOMTREE TR 1,436.0 $228K 0.01% +1K +963.7% $158.58 +8.2%
529 TOL TOLL BROTHERS INC Consumer Cyclical 1,668.0 $228K 0.01% +928.0 +125.4% $136.47 +0.1%
530 ENSG ENSIGN GROUP INC Healthcare 1,226.0 $227K 0.01% +474.0 +63.0% $185.23 -7.8%
531 MAN MANPOWERGROUP INC WIS Industrials 7,667.0 $226K 0.01% +7K +1177.8% $29.46 -2.6%
532 LOPE GRAND CANYON ED INC Consumer Defensive 1,327.0 $225K 0.01% +653.0 +96.9% $169.60 -8.7%
533 FAN FIRST TR EXCHANGE-TRADED FD 9,075.0 $225K 0.01% +2K +22.7% $24.74 +7.3%
534 ROL ROLLINS INC Consumer Cyclical 4,175.0 $223K 0.01% +116.0 +2.9% $53.41 -0.7%
535 MLM MARTIN MARIETTA MATLS INC Basic Materials 368.0 $216K 0.01% +139.0 +60.7% $588.15 -5.8%
536 ENOV ENOVIS CORPORATION Industrials 9,393.0 $214K 0.01% +8K +756.2% $22.75 +8.6%
537 SCHZ SCHWAB STRATEGIC TR 9,160.0 $213K 0.01% +1K +12.3% $23.22 -0.6%
538 VVV VALVOLINE INC Energy 6,292.0 $212K 0.01% +5K +493.0% $33.70 -0.7%
539 U UNITY SOFTWARE INC Technology 9,574.0 $210K 0.01% +5K +115.4% $21.94 +24.5%
540 ERIE ERIE INDTY CO Financial Services 811.0 $204K 0.01% +783.0 +2796.4% $251.02 -10.0%
Page 27 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%