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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 17 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SAP SAP SE Technology 1,967.0 $337K 0.01% -2K -52.2% $171.21 +2.8%
322 RF REGIONS FINANCIAL CORP NEW Financial Services 12,824.0 $336K 0.01% -16K -55.5% $26.23 +6.1%
323 DD DUPONT DE NEMOURS INC Basic Materials 7,126.0 $333K 0.01% -2K -24.9% $46.74 +3.0%
324 LNG CHENIERE ENERGY INC Energy 1,188.0 $332K 0.01% -915.0 -43.5% $279.38 -13.8%
325 FICS FIRST TR EXCHANGE TRADED FD 8,469.0 $331K 0.01% -214.0 -2.5% $39.04 +4.8%
326 AXTA AXALTA COATING SYS LTD Basic Materials 11,911.0 $330K 0.01% -2K -16.6% $27.71 +5.4%
327 SPYD SPDR SERIES TRUST 7,244.0 $330K 0.01% -1K -12.6% $45.52 +4.8%
328 CW CURTISS WRIGHT CORP Industrials 481.0 $328K 0.01% -229.0 -32.2% $681.12 +7.4%
329 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,462.0 $327K 0.01% -1K -13.0% $43.82 +9.3%
330 PNW PINNACLE WEST CAP CORP Utilities 3,232.0 $326K 0.01% -710.0 -18.0% $100.75 +2.2%
331 SMH VANECK ETF TRUST 846.0 $324K 0.01% -1K -61.1% $383.46 +50.3%
332 GRFS GRIFOLS S A Healthcare 40,413.0 $324K 0.01% -697.0 -1.7% $8.02 -0.5%
333 BBY BEST BUY INC Consumer Cyclical 5,071.0 $324K 0.01% -1K -19.0% $63.84 -3.5%
334 CLH CLEAN HARBORS INC Industrials 1,110.0 $318K 0.01% -440.0 -28.4% $286.73 +0.1%
335 PYZ INVESCO EXCHANGE TRADED FD T 2,639.0 $316K 0.01% -135.0 -4.9% $119.83 +5.6%
336 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,335.0 $316K 0.01% -3K -56.0% $135.20 +0.6%
337 MUSA MURPHY USA INC Consumer Cyclical 639.0 $316K 0.01% -76.0 -10.6% $493.85 +9.9%
338 DAR DARLING INGREDIENTS INC Consumer Defensive 5,094.0 $315K 0.01% -274.0 -5.1% $61.85 -5.3%
339 CANADIAN PACIFIC KANSAS CITY 3,921.0 $315K 0.01% -1K -25.9% $80.24
340 ADSK AUTODESK INC Technology 1,293.0 $308K 0.01% -1K -50.8% $237.98 +1.3%
Page 17 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%