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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 19 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TRGP TARGA RES CORP Energy 1,103.0 $277K 0.01% -1K -54.8% $251.07 +10.2%
362 ACI ALBERTSONS COS INC Consumer Defensive 16,256.0 $276K 0.01% -630.0 -3.7% $16.97 -4.5%
363 DXCM DEXCOM INC Healthcare 4,379.0 $275K 0.01% -513.0 -10.5% $62.80 +14.8%
364 STT STATE STR CORP Financial Services 2,160.0 $273K 0.01% -490.0 -18.5% $126.59 +21.6%
365 LH LABCORP HOLDINGS INC Healthcare 1,021.0 $272K 0.01% -533.0 -34.3% $266.81 -2.6%
366 VPU VANGUARD WORLD FD 1,370.0 $271K 0.01% -102.0 -6.9% $198.17 -0.9%
367 AMT AMERICAN TOWER CORP Real Estate 1,566.0 $271K 0.01% -1K -40.9% $172.98 +6.3%
368 NI NISOURCE INC Utilities 5,753.0 $269K 0.01% -7K -56.3% $46.73 +2.4%
369 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,498.0 $268K 0.01% -28.0 -1.8% $178.97 -11.8%
370 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,609.0 $267K 0.01% -79.0 -4.7% $166.13 +4.9%
371 ARW ARROW ELECTRS INC Technology 1,714.0 $265K 0.01% -80.0 -4.5% $154.76 +40.4%
372 CACI CACI INTL INC Technology 487.0 $265K 0.01% -40.0 -7.6% $543.87 -7.8%
373 HYLS FIRST TR EXCHANGE-TRADED FD 6,517.0 $264K 0.01% -60.0 -0.9% $40.57 +0.4%
374 HII HUNTINGTON INGALLS INDS INC Industrials 695.0 $264K 0.01% -418.0 -37.6% $379.90 -15.6%
375 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 6,522.0 $264K 0.01% -5K -41.7% $40.46 +12.1%
376 BALT INNOVATOR ETFS TRUST 7,871.0 $263K 0.01% -875.0 -10.0% $33.47 +1.9%
377 ICICI BANK LIMITED 10,117.0 $262K 0.01% -7K -39.9% $25.94
378 AGCO AGCO CORP Industrials 2,233.0 $259K 0.01% -565.0 -20.2% $115.90 -2.6%
379 HSBC HSBC HLDGS PLC Financial Services 3,099.0 $256K 0.01% -5K -63.3% $82.49 +11.6%
380 SYY SYSCO CORP Consumer Defensive 3,575.0 $255K 0.01% -3K -42.5% $71.33 +7.0%
Page 19 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%