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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 30 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,252.0 $167K 0.01% +1K +482.3% $133.11 -14.4%
582 SMURFIT WESTROCK PLC 4,131.0 $167K 0.01% +848.0 +25.8% $40.34
583 MLI MUELLER INDS INC Industrials 1,475.0 $163K 0.01% +1K +567.4% $110.80 +22.9%
584 DLTR DOLLAR TREE INC Consumer Defensive 1,488.0 $163K 0.01% +1K +376.9% $109.51 -14.3%
585 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,354.0 $163K 0.01% +363.0 +36.6% $120.25 -6.3%
586 QLYS QUALYS INC Technology 1,842.0 $162K 0.01% +431.0 +30.6% $87.85 +15.8%
587 GDV GABELLI DIVID & INCOME TR Financial Services 6,003.0 $162K 0.01% +990.0 +19.8% $26.93 +9.0%
588 LKQ LKQ CORP Consumer Cyclical 5,484.0 $161K 0.01% +5K +1154.9% $29.37 -8.2%
589 BKSY BLACKSKY TECHNOLOGY INC Technology 6,373.0 $161K 0.01% +388.0 +6.5% $25.20 +103.6%
590 RBC RBC BEARINGS INC Industrials 291.0 $159K 0.01% +223.0 +327.9% $547.72 +2.7%
591 SVOL SIMPLIFY EXCHANGE TRADED FUN 10,158.0 $156K 0.00% +241.0 +2.4% $15.34 +4.1%
592 QQQI NEOS ETF TRUST 3,103.0 $154K 0.00% +1K +66.0% $49.69 +14.3%
593 SCHE SCHWAB STRATEGIC TR 4,601.0 $152K 0.00% +2K +100.7% $32.95 +10.6%
594 IYG ISHARES TR 1,830.0 $152K 0.00% +723.0 +65.3% $82.84 +6.1%
595 OTIS OTIS WORLDWIDE CORP Industrials 1,991.0 $151K 0.00% +313.0 +18.6% $75.80 -4.4%
596 EPAM EPAM SYS INC Technology 1,110.0 $150K 0.00% +857.0 +338.7% $135.13 -25.4%
597 DLS WISDOMTREE TR 1,816.0 $148K 0.00% +2K +487.7% $81.48 +8.3%
598 EPP ISHARES INC 2,780.0 $148K 0.00% +3K +1012.0% $53.14 +3.6%
599 STE STERIS PLC Healthcare 680.0 $146K 0.00% +213.0 +45.6% $215.31 -0.5%
600 BE BLOOM ENERGY CORP Industrials 892.0 $145K 0.00% +277.0 +45.0% $162.28 +90.5%
Page 30 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%