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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 33 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 RMD RESMED INC Healthcare 326.0 $73K 0.00% -127.0 -28.0% $224.60 -7.4%
642 XLRE SELECT SECTOR SPDR TR 1,771.0 $72K 0.00% -152.0 -7.9% $40.83 +9.5%
643 XTJL INNOVATOR ETFS TRUST 1,843.0 $71K 0.00% -590.0 -24.2% $38.35 +6.6%
644 RELX RELX PLC Communication Services 2,129.0 $71K 0.00% -3K -58.0% $33.15 -0.8%
645 AVDV AMERICAN CENTY ETF TR 702.0 $70K 0.00% -458.0 -39.5% $99.86 +10.6%
646 FSCO FS Credit Opportunity Corp. Financial Services 13,599.0 $69K 0.00% -65K -82.7% $5.10 -1.2%
647 IGIB ISHARES TR 1,299.0 $69K 0.00% -87.0 -6.3% $53.22 -0.3%
648 LIBERTY MEDIA CORP DEL 813.0 $69K 0.00% -2K -75.4% $85.02
649 EEMV ISHARES INC 1,059.0 $69K 0.00% -5K -82.9% $64.70 +15.5%
650 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 1,611.0 $68K 0.00% -4K -69.3% $42.32 +2.5%
651 RPM RPM INTL INC Basic Materials 684.0 $68K 0.00% -772.0 -53.0% $99.40 +3.5%
652 STLD STEEL DYNAMICS INC Basic Materials 374.0 $67K 0.00% -765.0 -67.2% $180.01 +39.2%
653 AAON AAON INC Industrials 449.0 $67K 0.00% -458.0 -50.5% $148.95 -5.3%
654 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 763.0 $67K 0.00% -1K -62.6% $87.25 +7.6%
655 IAUM ISHARES GOLD TR Financial Services 1,425.0 $67K 0.00% -3K -70.8% $46.70 -3.8%
656 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 4,425.0 $66K 0.00% -7K -61.4% $14.98 -4.0%
657 PAA PLAINS ALL AMERN PIPELINE L Energy 2,960.0 $66K 0.00% -315.0 -9.6% $22.33 +5.5%
658 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 864.0 $66K 0.00% -746.0 -46.3% $76.49 +10.7%
659 UWMC UWM HOLDINGS CORPORATION Financial Services 18,208.0 $66K 0.00% -16K -46.8% $3.61 -13.9%
660 VGK VANGUARD INTL EQUITY INDEX F 798.0 $66K 0.00% -762.0 -48.9% $82.42 +8.6%
Page 33 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%