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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 12 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNPS SYNOPSYS INC Technology 1,576.0 $625K 0.02% -739.0 -31.9% $396.48 +32.3%
222 SOXX ISHARES TR 1,889.0 $621K 0.02% -3K -59.7% $328.64 +63.5%
223 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,458.0 $616K 0.02% -2K -46.3% $250.64 +26.2%
224 BAUG INNOVATOR ETFS TRUST 12,484.0 $610K 0.02% -275.0 -2.2% $48.85 +8.5%
225 WTM WHITE MTNS INS GROUP LTD Financial Services 275.0 $605K 0.02% -6.0 -2.1% $2200.32 -2.4%
226 VLO VALERO ENERGY CORP Energy 2,447.0 $605K 0.02% -297.0 -10.8% $247.20 -0.1%
227 BMAR INNOVATOR ETFS TRUST 11,507.0 $604K 0.02% -126.0 -1.1% $52.49 +8.9%
228 TECH BIO-TECHNE CORP Healthcare 11,543.0 $603K 0.02% -2K -14.9% $52.26 -7.7%
229 BLOK AMPLIFY ETF TR 12,093.0 $602K 0.02% -3K -17.2% $49.81 +28.3%
230 ES EVERSOURCE ENERGY Utilities 8,690.0 $601K 0.02% -3K -26.5% $69.18 +1.2%
231 ABNB AIRBNB INC Consumer Cyclical 4,755.0 $601K 0.02% -377.0 -7.3% $126.41 +4.7%
232 SO SOUTHERN CO Utilities 6,170.0 $595K 0.02% -13K -68.3% $96.51 -2.0%
233 VAW VANGUARD WORLD FD 2,637.0 $594K 0.02% -101.0 -3.7% $225.34 +1.1%
234 BJAN INNOVATOR ETFS TRUST 11,088.0 $591K 0.02% -162.0 -1.4% $53.33 +9.7%
235 FAST FASTENAL CO Industrials 12,661.0 $587K 0.02% -4K -23.8% $46.40 -5.3%
236 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,926.0 $587K 0.02% -282.0 -6.7% $149.51 +10.2%
237 FNDF SCHWAB STRATEGIC TR 11,954.0 $585K 0.02% -9K -41.9% $48.93 +9.1%
238 BSEP INNOVATOR ETFS TRUST 12,154.0 $584K 0.02% -343.0 -2.7% $48.08 +8.6%
239 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 18,162.0 $581K 0.02% -20K -52.9% $32.01 +2.7%
240 IXUS ISHARES TR 6,691.0 $580K 0.02% -9K -58.4% $86.64 +9.6%
Page 12 of 73  ·  1,460 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%