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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 18 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MTN VAIL RESORTS INC Consumer Cyclical 2,399.0 $308K 0.01% -627.0 -20.7% $128.22 -0.5%
342 BAX BAXTER INTL INC Healthcare 18,105.0 $304K 0.01% -34K -65.0% $16.80 +14.2%
343 YUM YUM BRANDS INC Consumer Cyclical 1,955.0 $304K 0.01% -1K -41.7% $155.40 -0.7%
344 GIS GENERAL MILLS INC Consumer Defensive 8,111.0 $302K 0.01% -3K -29.2% $37.22 -9.5%
345 FTSL FIRST TR EXCHANGE-TRADED FD 6,633.0 $297K 0.01% -7K -52.2% $44.81 +0.2%
346 AJG GALLAGHER ARTHUR J & CO Financial Services 1,372.0 $297K 0.01% -482.0 -26.0% $216.59 -5.5%
347 KDP KEURIG DR PEPPER INC Consumer Defensive 11,228.0 $296K 0.01% -10K -47.5% $26.34 +10.6%
348 SBAC SBA COMMUNICATIONS CORP Real Estate 1,710.0 $295K 0.01% -401.0 -19.0% $172.49 +19.2%
349 PMAY INNOVATOR ETFS TRUST 7,287.0 $291K 0.01% -213.0 -2.8% $39.94 +3.1%
350 SONY SONY GROUP CORP Technology 14,054.0 $291K 0.01% -9K -39.9% $20.70 +7.0%
351 SLB SLB LIMITED Energy 5,631.0 $289K 0.01% -5K -48.7% $51.39 +11.5%
352 AIZ ASSURANT INC Financial Services 1,314.0 $287K 0.01% -305.0 -18.8% $218.47 +16.6%
353 BYD BOYD GAMING CORP Consumer Cyclical 3,483.0 $286K 0.01% -818.0 -19.0% $82.18 -3.5%
354 STRL STERLING INFRASTRUCTURE INC Industrials 698.0 $284K 0.01% -57.0 -7.5% $407.27 +80.0%
355 TEL TE CONNECTIVITY PLC Technology 1,355.0 $283K 0.01% -208.0 -13.3% $208.77 -2.9%
356 FIS FIDELITY NATL INFORMATION SV Technology 5,997.0 $281K 0.01% -13K -67.8% $46.82 -7.0%
357 BAR GRANITESHARES GOLD TR Financial Services 6,065.0 $280K 0.01% -1K -16.2% $46.13 -3.8%
358 MIDD MIDDLEBY CORP Industrials 2,107.0 $279K 0.01% -77.0 -3.5% $132.58 +11.7%
359 GWW WW GRAINGER INC Industrials 256.0 $279K 0.01% -176.0 -40.7% $1090.81 +14.4%
360 RYLD GLOBAL X FDS 18,572.0 $278K 0.01% -173.0 -0.9% $14.95 +4.3%
Page 18 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%