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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 45 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HAYW HAYWARD HLDGS INC Industrials 2,079.0 $28K 0.00% +1K +96.7% $13.38 +4.1%
882 ALGT ALLEGIANT TRAVEL CO Industrials 338.0 $27K 0.00% +53.0 +18.6% $80.82 +7.0%
883 TCHP T ROWE PRICE ETF INC 615.0 $27K 0.00% +10.0 +1.6% $44.18 +17.1%
884 WLK WESTLAKE CORPORATION Basic Materials 232.0 $27K 0.00% +212.0 +1060.0% $116.82 -23.7%
885 GRAB GRAB HOLDINGS LIMITED Technology 7,402.0 $27K 0.00% +429.0 +6.2% $3.66 -2.2%
886 BKH BLACK HILLS CORP Utilities 385.0 $27K 0.00% +245.0 +175.0% $70.22 +6.7%
887 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,007.0 $27K 0.00% +743.0 +281.4% $26.55 +6.9%
888 PTON PELOTON INTERACTIVE INC Consumer Cyclical 6,203.0 $27K 0.00% +125.0 +2.1% $4.29 +31.6%
889 REZI RESIDEO TECHNOLOGIES INC Industrials 741.0 $27K 0.00% +338.0 +83.9% $35.91 -16.8%
890 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 405.0 $26K 0.00% +215.0 +113.2% $65.22 +21.0%
891 DRIP DIREXION SHARES ETF TRUST 6,376.0 $26K 0.00% +6K +1510.1% $4.14 +12.2%
892 FFIN FIRST FINL BANKSHARES INC Financial Services 883.0 $26K 0.00% +687.0 +350.5% $29.85 +9.2%
893 FIRST HAWAIIAN INC 1,047.0 $26K 0.00% +811.0 +343.6% $24.88
894 LCII LCI INDS Consumer Cyclical 219.0 $26K 0.00% +92.0 +72.4% $117.95 -5.3%
895 OGS ONE GAS INC Utilities 300.0 $26K 0.00% +134.0 +80.7% $85.96 -4.4%
896 EIS ISHARES INC 220.0 $26K 0.00% +200.0 +1000.0% $116.04 +18.0%
897 ESGV VANGUARD WORLD FD 226.0 $25K 0.00% +102.0 +82.3% $112.41 +17.8%
898 DEM WISDOMTREE TR 501.0 $25K 0.00% +100.0 +24.9% $49.69 +11.1%
899 AWR AMER STATES WTR CO Utilities 326.0 $25K 0.00% +118.0 +56.7% $75.62 +0.8%
900 RDN RADIAN GROUP INC Financial Services 741.0 $25K 0.00% +97.0 +15.1% $33.08 +8.9%
Page 45 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%