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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 22 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,308.0 $214K 0.01% -867.0 -27.3% $92.76 +54.4%
422 NVCR NOVOCURE LTD Healthcare 19,607.0 $214K 0.01% -2K -10.6% $10.90 +64.8%
423 HUN HUNTSMAN CORP Basic Materials 15,960.0 $212K 0.01% -3K -16.1% $13.31 +9.0%
424 NEU NEWMARKET CORP Basic Materials 331.0 $212K 0.01% -16.0 -4.6% $640.51 +15.2%
425 UAL UNITED AIRLS HLDGS INC Industrials 2,298.0 $212K 0.01% -165.0 -6.7% $92.07 +8.6%
426 SSNC SS&C TECH HLDGS Technology 3,131.0 $211K 0.01% -17K -84.1% $67.51 -0.7%
427 UBS UBS GROUP AG Financial Services 5,210.0 $206K 0.01% -3K -32.7% $39.53 +18.8%
428 FBT FIRST TR EXCHANGE-TRADED FD 1,016.0 $204K 0.01% -575.0 -36.1% $200.82 +6.0%
429 ORI OLD REP INTL CORP Financial Services 5,111.0 $204K 0.01% -103.0 -2.0% $39.90 -1.4%
430 JNK SPDR SERIES TRUST 2,128.0 $204K 0.01% -482.0 -18.5% $95.72 +0.6%
431 SUI SUN CMNTYS INC Real Estate 1,617.0 $204K 0.01% -110.0 -6.4% $125.96 +1.4%
432 TDY TELEDYNE TECHNOLOGIES INC Technology 335.0 $203K 0.01% -256.0 -43.3% $605.01 +2.6%
433 JMUB JPMorgan Municipal 4,051.0 $202K 0.01% -23K -84.9% $49.98 +0.0%
434 XMHQ INVESCO EXCHANGE TRADED FD T 1,951.0 $202K 0.01% -100.0 -4.9% $103.36 +4.9%
435 EA ELECTRONIC ARTS INC Communication Services 983.0 $200K 0.01% -4K -79.4% $203.89 -1.4%
436 PRU PRUDENTIAL FINL INC Financial Services 2,044.0 $200K 0.01% -338.0 -14.2% $97.70 +6.6%
437 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,070.0 $197K 0.01% -228.0 -17.6% $184.40 +2.3%
438 SAIA SAIA INC Industrials 561.0 $197K 0.01% -107.0 -16.0% $351.28 +29.9%
439 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,693.0 $195K 0.01% -2K -41.0% $72.55 +3.8%
440 BLOCK INC 3,228.0 $194K 0.01% -513.0 -13.7% $60.18
Page 22 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%