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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 27 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ESML ISHARES TR 2,819.0 $133K 0.00% -136.0 -4.6% $47.02 +12.8%
522 MMD MNYLI MacKay DefndTrm Mn pprtnts Fnd Financial Services 8,922.0 $132K 0.00% -6K -40.2% $14.85 +2.0%
523 ONEQ FIDELITY COMWLTH TR 1,560.0 $132K 0.00% -10K -86.6% $84.91 +23.6%
524 QQEW FIRST TR EXCHANGE-TRADED FD 1,024.0 $130K 0.00% -46.0 -4.3% $126.97 +20.1%
525 KB KB FINL GROUP INC SPONSORED ADR Financial Services 1,259.0 $129K 0.00% -2K -56.9% $102.60 +2.9%
526 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 6,526.0 $129K 0.00% -9K -58.2% $19.78 -2.9%
527 SPHD INVESCO EXCH TRADED FD TR II 2,582.0 $128K 0.00% -316.0 -10.9% $49.61 +1.2%
528 COHR COHERENT CORP Technology 462.0 $127K 0.00% -7.0 -1.5% $274.96 +38.7%
529 FNV FRANCO NEV CORP Basic Materials 511.0 $126K 0.00% -324.0 -38.8% $247.05 -7.2%
530 BHP BHP BILLITON LIMITED Basic Materials 1,727.0 $126K 0.00% -2K -57.0% $73.08 +18.3%
531 SHYG ISHARES TR 2,979.0 $126K 0.00% -21K -87.8% $42.31 +0.5%
532 STAG STAG INDUSTRIAL INC Real Estate 3,424.0 $125K 0.00% -6K -64.0% $36.48 +5.6%
533 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,318.0 $125K 0.00% -808.0 -25.9% $53.88 -7.7%
534 CRL CHARLES RIV LABS INTL INC Healthcare 721.0 $124K 0.00% -627.0 -46.5% $172.50 -9.1%
535 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 2,014.0 $123K 0.00% -3K -61.7% $61.32 +5.3%
536 DBEF DBX ETF TR 2,489.0 $123K 0.00% -444.0 -15.1% $49.40 +7.8%
537 SNA SNAP ON INC Industrials 335.0 $122K 0.00% -422.0 -55.8% $363.22 +2.4%
538 SWKS SKYWORKS SOLUTIONS INC Technology 2,081.0 $121K 0.00% -320.0 -13.3% $58.26 +43.2%
539 UEC URANIUM ENERGY CORP Energy 8,970.0 $121K 0.00% -17K -65.9% $13.50 +0.1%
540 ACWX ISHARES TR 1,763.0 $121K 0.00% -199.0 -10.1% $68.47 +11.8%
Page 27 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%