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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 29 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 UDR UDR INC Real Estate 5,551.0 $188K 0.01% +80.0 +1.5% $33.78 +13.3%
562 DK DELEK US HLDGS INC NEW Energy 4,003.0 $187K 0.01% +4K +1921.7% $46.74 -5.7%
563 AKAM AKAMAI TECHNOLOGIES INC Technology 1,566.0 $186K 0.01% +1K +602.2% $119.09 +23.0%
564 SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR Technology 791.0 $185K 0.01% +345.0 +77.3% $233.84 +20.8%
565 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,198.0 $183K 0.01% +381.0 +46.6% $153.10 -17.9%
566 MTBA SIMPLIFY EXCHANGE TRADED FUN 3,706.0 $183K 0.01% +654.0 +21.4% $49.46 -0.9%
567 MZTI MARZETTI COMPANY Consumer Defensive 1,320.0 $183K 0.01% +197.0 +17.5% $138.38 -18.0%
568 YOU CLEAR SECURE INC Technology 3,374.0 $180K 0.01% +3K +298.8% $53.33 +13.0%
569 NET CLOUDFLARE INC Technology 881.0 $180K 0.01% +115.0 +15.0% $203.97 +5.9%
570 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,307.0 $180K 0.01% +2K +41.8% $21.63 +11.8%
571 SF STIFEL FINL CORP Financial Services 2,404.0 $178K 0.01% +2K +243.4% $73.92 -1.5%
572 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,853.0 $178K 0.01% +3K +44.2% $18.03 +9.6%
573 SPHY SPDR SERIES TRUST 7,540.0 $177K 0.01% +5K +235.3% $23.43 +0.1%
574 VICI VICI PPTYS INC Real Estate 6,430.0 $176K 0.01% +4K +128.6% $27.32 +4.2%
575 CHWY CHEWY INC Consumer Cyclical 6,484.0 $175K 0.01% +6K +1105.2% $27.00 -21.2%
576 CVE CENOVUS ENERGY INC Energy 6,589.0 $175K 0.01% +4K +138.0% $26.53 +10.0%
577 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,104.0 $174K 0.01% +3K +2423.6% $56.20 -5.3%
578 JOBY JOBY AVIATION INC Industrials 20,964.0 $173K 0.01% +17K +391.3% $8.26 +37.2%
579 VTRS VIATRIS INC Healthcare 10,932.0 $173K 0.01% +7K +178.4% $15.81 +5.2%
580 DNP DNP SELECT INCOME FD INC Financial Services 16,216.0 $167K 0.01% +15K +966.8% $10.30 +5.4%
Page 29 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%