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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 21 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NVST ENVISTA HOLDINGS CORPORATION Healthcare 9,059.0 $230K 0.01% -4K -32.5% $25.35 -7.6%
402 WY WEYERHAEUSER CO Real Estate 9,393.0 $229K 0.01% -7K -43.4% $24.43 -3.1%
403 GSLC GOLDMAN SACHS ETF TR 1,827.0 $229K 0.01% -68.0 -3.6% $125.13 +13.1%
404 ACWV ISHARES INC 1,910.0 $228K 0.01% -510.0 -21.1% $119.51 +2.4%
405 GCOW PACER FDS TR 4,905.0 $227K 0.01% -274.0 -5.3% $46.24 +0.9%
406 HUBB HUBBELL INC Industrials 462.0 $227K 0.01% -152.0 -24.8% $490.74 -3.2%
407 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,724.0 $226K 0.01% -254.0 -12.8% $131.01 -3.4%
408 ICUI ICU MED INC Healthcare 1,747.0 $226K 0.01% -152.0 -8.0% $129.15 +3.2%
409 UNILEVER PLC 3,959.0 $226K 0.01% -6K -59.5% $56.96
410 ESI ELEMENT SOLUTIONS INC Basic Materials 6,421.0 $224K 0.01% -245.0 -3.7% $34.89 +16.8%
411 CACC CREDIT ACCEP CORP MICH Financial Services 527.0 $223K 0.01% -294.0 -35.8% $423.46 +28.7%
412 VLUE ISHARES TR 1,564.0 $223K 0.01% -999.0 -39.0% $142.56 +31.4%
413 RKT ROCKET COS INC Financial Services 15,361.0 $221K 0.01% -2K -11.2% $14.36 -4.0%
414 HE HAWAIIAN ELEC INDS INC MTN B Utilities 14,818.0 $220K 0.01% -15K -50.3% $14.84 -7.9%
415 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,121.0 $220K 0.01% -492.0 -30.5% $196.04 +3.8%
416 GPC GENUINE PARTS CO Consumer Cyclical 2,078.0 $220K 0.01% -1K -34.8% $105.74 -7.4%
417 SLGN SILGAN HLDGS INC Consumer Cyclical 5,662.0 $220K 0.01% -446.0 -7.3% $38.80 -2.3%
418 NVO NOVO-NORDISK A S Healthcare 5,901.0 $217K 0.01% -7K -55.2% $36.75 +22.3%
419 SCHO SCHWAB STRATEGIC TR 8,857.0 $215K 0.01% -10K -52.0% $24.27 -0.6%
420 BOH BANK HAWAII CORP Financial Services 2,891.0 $215K 0.01% -240.0 -7.7% $74.25 +4.8%
Page 21 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%