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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 39 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ZG ZILLOW GROUP INC Communication Services 1,429.0 $59K 0.00% +987.0 +223.3% $41.39 -10.9%
762 CNM CORE & MAIN INC Industrials 1,189.0 $59K 0.00% +908.0 +323.1% $49.40 -1.3%
763 EE EXCELERATE ENERGY INC Utilities 1,693.0 $59K 0.00% +810.0 +91.7% $34.68 +3.9%
764 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 1,067.0 $58K 0.00% +51.0 +5.0% $54.81 +20.1%
765 SPTI SPDR SERIES TRUST 2,033.0 $58K 0.00% +2K +4049.0% $28.66 -1.1%
766 MISL FIRST TR EXCHANGE-TRADED FD 1,286.0 $58K 0.00% +410.0 +46.8% $44.72 +6.3%
767 FOX FOX CORP Communication Services 999.0 $58K 0.00% +576.0 +136.2% $57.57 +0.9%
768 POOL POOL CORP Industrials 291.0 $57K 0.00% +122.0 +72.2% $196.60 -7.2%
769 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 1,605.0 $57K 0.00% +1K +552.4% $35.58 -5.1%
770 TLTW ISHARES TR 2,519.0 $57K 0.00% +42.0 +1.7% $22.62 -2.4%
771 GFS GLOBALFOUNDRIES INC Technology 1,136.0 $57K 0.00% +782.0 +220.9% $49.82 +80.6%
772 RPRX ROYALTY PHARMA PLC Healthcare 1,165.0 $56K 0.00% +652.0 +127.1% $48.34 +11.4%
773 CGGO CAPITAL GROUP GBL GROWTH EQT 1,639.0 $56K 0.00% +277.0 +20.3% $34.26 +18.3%
774 USPH U S PHYSICAL THERAPY Healthcare 838.0 $56K 0.00% +431.0 +105.9% $66.85 -7.1%
775 KBR KBR INC Industrials 1,609.0 $55K 0.00% +875.0 +119.2% $34.35 -2.4%
776 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 319.0 $55K 0.00% +190.0 +147.3% $172.66 +28.4%
777 ZETA ZETA GLOBAL HOLDINGS CORP Technology 3,453.0 $55K 0.00% +3K +10000.0% $15.94 +17.9%
778 PYLD PIMCO ETF TR 2,096.0 $55K 0.00% +171.0 +8.9% $26.20 +0.8%
779 WAL WESTERN ALLIANCE BANCORP Financial Services 760.0 $54K 0.00% +242.0 +46.7% $70.85 +10.9%
780 ISCG ISHARES TR 982.0 $54K 0.00% +52.0 +5.6% $54.80 +14.5%
Page 39 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%