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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 15 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WELL WELLTOWER INC Real Estate 2,216.0 $442K 0.01% -1K -38.6% $199.52 +8.3%
282 XLV SELECT SECTOR SPDR TR 3,014.0 $441K 0.01% -3K -53.2% $146.47 +2.3%
283 ISTB ISHARES TR 9,049.0 $439K 0.01% -415.0 -4.4% $48.46 -0.6%
284 SU SUNCOR ENERGY INC NEW Energy 6,559.0 $434K 0.01% -4K -35.6% $66.11 +1.9%
285 CCK CROWN HLDGS INC Consumer Cyclical 4,288.0 $430K 0.01% -3K -38.8% $100.25 -3.5%
286 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,233.0 $422K 0.01% -1K -21.1% $80.55 -13.4%
287 WRB BERKLEY W R CORP Financial Services 6,322.0 $419K 0.01% -2K -23.8% $66.28 +1.9%
288 NGG NATIONAL GRID PLC Utilities 4,947.0 $418K 0.01% -789.0 -13.8% $84.60 +2.4%
289 D DOMINION ENERGY INC Utilities 6,759.0 $418K 0.01% -15K -68.9% $61.84 +9.4%
290 DHI D R HORTON INC Consumer Cyclical 3,001.0 $416K 0.01% -272.0 -8.3% $138.54 +3.7%
291 XLG INVESCO EXCHANGE TRADED FD T 7,575.0 $413K 0.01% -5K -39.5% $54.55 +16.5%
292 AIM ETF PRODUCTS TRUST 14,161.0 $410K 0.01% -140.0 -1.0% $28.98
293 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 217.0 $409K 0.01% -1K -87.2% $1886.29 +5.6%
294 IRM IRON MTN INC DEL Real Estate 3,985.0 $408K 0.01% -639.0 -13.8% $102.27 +23.7%
295 POST POST HLDGS INC Consumer Defensive 4,063.0 $402K 0.01% -712.0 -14.9% $98.86 -1.7%
296 DSI ISHARES TR 3,200.0 $388K 0.01% -482.0 -13.1% $121.19 +16.6%
297 CCI CROWN CASTLE INC Real Estate 4,663.0 $386K 0.01% -4K -43.8% $82.69 +10.6%
298 OMC OMNICOM GROUP INC Communication Services 5,094.0 $384K 0.01% -2K -31.0% $75.31 -0.5%
299 FE FIRSTENERGY CORP Utilities 7,433.0 $377K 0.01% -9K -55.7% $50.66 -8.6%
300 Mesoblast Ltd SP ADR 24,425.0 $376K 0.01% -142K -85.3% $15.38
Page 15 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%