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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 38 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 722.0 $66K 0.00% +64.0 +9.7% $92.04 -12.4%
742 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 4,067.0 $65K 0.00% +4K +713.4% $16.07 +13.6%
743 TPB TURNING PT BRANDS INC Consumer Defensive 735.0 $65K 0.00% +320.0 +77.1% $88.36 +1.1%
744 LBRDK LIBERTY BROADBAND CORP Communication Services 1,290.0 $65K 0.00% +242.0 +23.1% $50.30 -33.0%
745 MLAB MESA LABS INC Technology 730.0 $65K 0.00% +38.0 +5.5% $88.43 +20.1%
746 WMG WARNER MUSIC GROUP CORP Communication Services 2,510.0 $64K 0.00% +640.0 +34.2% $25.54 +35.9%
747 KMPR KEMPER CORP Financial Services 2,093.0 $64K 0.00% +1K +92.2% $30.56 -9.4%
748 VSAT VIASAT INC Technology 1,374.0 $63K 0.00% +259.0 +23.2% $45.80 +77.7%
749 BAP CREDICORP LTD COM Financial Services 192.0 $62K 0.00% +139.0 +262.3% $324.52 +8.4%
750 INTF iShares International Equity Factor ETF 1,593.0 $62K 0.00% +703.0 +79.0% $38.96 +7.1%
751 DV DOUBLEVERIFY HLDGS INC Technology 6,510.0 $62K 0.00% +6K +3557.3% $9.51 +1.8%
752 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,258.0 $61K 0.00% +239.0 +23.4% $48.78 -8.7%
753 GTLB GITLAB INC Technology 2,829.0 $61K 0.00% +3K +9655.2% $21.64 +23.7%
754 CLX CLOROX CO DEL Consumer Defensive 590.0 $61K 0.00% +233.0 +65.3% $103.65 -7.2%
755 MCHP MICROCHIP TECHNOLOGY INC. Technology 946.0 $61K 0.00% +143.0 +17.8% $64.61 +51.8%
756 EWY ISHARES INC 493.0 $61K 0.00% +432.0 +708.2% $123.01 +63.1%
757 AVSC AMERICAN CENTY ETF TR 973.0 $61K 0.00% +619.0 +174.9% $62.29 +10.9%
758 SOLV SOLVENTUM CORP Healthcare 876.0 $60K 0.00% +366.0 +71.8% $68.86 +10.8%
759 IHF ISHARES TR 1,425.0 $60K 0.00% +700.0 +96.5% $41.85 +19.0%
760 LANDBRIDGE COMPANY LLC 864.0 $60K 0.00% +9.0 +1.1% $69.02
Page 38 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%