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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 30 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 2,463.0 $96K 0.00% -5K -65.7% $38.95 -1.4%
582 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,427.0 $96K 0.00% -591.0 -29.3% $67.07 +23.6%
583 PEGA PEGASYSTEMS INC Technology 2,248.0 $96K 0.00% -2K -48.7% $42.56 -19.3%
584 DT DYNATRACE INC Technology 2,558.0 $95K 0.00% -695.0 -21.4% $36.98 +9.8%
585 BROOKFIELD ASSET MANAGMT LTD 2,114.0 $94K 0.00% -277.0 -11.6% $44.44
586 MAS MASCO CORP Industrials 1,555.0 $94K 0.00% -4K -72.5% $60.37 +14.1%
587 AX AXOS FINANCIAL INC Financial Services 1,100.0 $94K 0.00% -532.0 -32.6% $85.09 +3.2%
588 IP INTERNATIONAL PAPER CO Consumer Cyclical 2,619.0 $94K 0.00% -268.0 -9.3% $35.70 -10.5%
589 OVV OVINTIV INC COM Energy 1,577.0 $93K 0.00% -436.0 -21.7% $59.29 -4.8%
590 KT KT CORP SPONSORED ADR Communication Services 4,359.0 $93K 0.00% -7K -60.1% $21.35 -14.7%
591 HMC HONDA MOTOR CO LTD Consumer Cyclical 3,774.0 $92K 0.00% -3K -46.5% $24.31 +8.7%
592 TRP TC ENERGY CORP Energy 1,466.0 $92K 0.00% -2K -51.6% $62.57 +11.1%
593 NZF NUVEEN MUN CR INCOME FD Financial Services 7,471.0 $91K 0.00% -2K -21.1% $12.18 +2.1%
594 PAGP PLAINS GP HLDGS L P Energy 3,729.0 $91K 0.00% -3K -47.8% $24.28 +5.1%
595 RGTI RIGETTI COMPUTING INC Technology 6,416.0 $90K 0.00% -1K -15.3% $14.04 +78.6%
596 WSO WATSCO INC Industrials 246.0 $90K 0.00% -256.0 -51.0% $363.86 +3.1%
597 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 4,662.0 $89K 0.00% -104.0 -2.2% $19.15 -4.8%
598 LEIDOS HOLDINGS INC 573.0 $89K 0.00% -4K -88.5% $155.52
599 GSBD GOLDMAN SACHS BDC INC Financial Services 10,000.0 $89K 0.00% -42K -80.8% $8.88 -0.1%
600 CVNA CARVANA CO Consumer Cyclical 282.0 $89K 0.00% -57.0 -16.8% $314.38 -77.7%
Page 30 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%