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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 23 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SPG SIMON PPTY GROUP INC NEW Real Estate 1,037.0 $193K 0.01% -849.0 -45.0% $186.52 +9.6%
442 CSL CARLISLE COS INC Industrials 579.0 $193K 0.01% -48.0 -7.7% $333.62 +0.1%
443 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 9,472.0 $193K 0.01% -9K -49.6% $20.35 +11.5%
444 HUBG HUB GROUP INC Industrials 5,332.0 $192K 0.01% -703.0 -11.7% $36.04 +15.0%
445 O REALTY INCOME CORP Real Estate 3,117.0 $191K 0.01% -6K -64.0% $61.18 +1.4%
446 TH TARGET HOSPITALITY CORP Industrials 20,351.0 $189K 0.01% -533.0 -2.5% $9.28 +92.9%
447 DMXF ISHARES TR 2,502.0 $189K 0.01% -165.0 -6.2% $75.45 +10.0%
448 SKYY FIRST TR EXCHANGE-TRADED FD 1,718.0 $188K 0.01% -55.0 -3.1% $109.36 +21.6%
449 EFAV ISHARES TR 2,042.0 $187K 0.01% -4K -68.6% $91.38 +0.1%
450 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,375.0 $187K 0.01% -4K -75.1% $135.67 -7.7%
451 PEN PENUMBRA INC Healthcare 567.0 $186K 0.01% -114.0 -16.7% $328.37 +0.1%
452 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 10,945.0 $186K 0.01% -23K -67.4% $16.97 +14.3%
453 XLY SELECT SECTOR SPDR TR 1,670.0 $184K 0.01% -2K -58.3% $109.91 +8.4%
454 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 6,329.0 $183K 0.01% -9K -59.1% $28.98 +20.1%
455 NU NU HLDGS LTD Financial Services 12,755.0 $183K 0.01% -924.0 -6.8% $14.33 -11.2%
456 CCJ CAMECO CORP Energy 1,667.0 $182K 0.01% -3K -65.7% $109.22 -4.1%
457 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,232.0 $181K 0.01% -5K -68.0% $80.93 -1.8%
458 ZTS ZOETIS INC Healthcare 1,527.0 $180K 0.01% -4K -69.9% $117.83 -32.1%
459 DEO DIAGEO PLC Consumer Defensive 2,220.0 $178K 0.01% -2K -51.7% $80.28 +7.3%
460 AEM AGNICO EAGLE MINES LTD Basic Materials 875.0 $178K 0.01% -1K -59.3% $202.99 -13.3%
Page 23 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%