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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 34 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 1,409.0 $65K 0.00% -48.0 -3.3% $46.36 +20.6%
662 IWC ISHARES TR 407.0 $65K 0.00% -397.0 -49.4% $159.52 +19.6%
663 KBE STATE STREET SPDR S&P BANK ETF 1,090.0 $65K 0.00% -12.0 -1.1% $59.55 +7.9%
664 IYF ISHARES TR 547.0 $64K 0.00% -196.0 -26.4% $117.66 +5.2%
665 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 493.0 $64K 0.00% -2K -82.1% $130.39 +0.5%
666 PTC PTC INC Technology 450.0 $64K 0.00% -72.0 -13.8% $142.65 +1.6%
667 SMLF iShares U.S. Small-Cap Equity Factor ETF 847.0 $64K 0.00% -2K -68.7% $75.47 +13.0%
668 SANA Sana Biotechnology Inc Com Healthcare 22,114.0 $64K 0.00% -37K -62.5% $2.88 +5.9%
669 BANC BANC OF CALIFORNIA INC Financial Services 3,582.0 $63K 0.00% -247.0 -6.5% $17.58 +8.9%
670 TRMB TRIMBLE INC Technology 955.0 $62K 0.00% -2K -70.5% $65.23 -13.6%
671 ON ON SEMICONDUCTOR CORP Technology 1,004.0 $62K 0.00% -4K -80.6% $61.92 +105.1%
672 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 7,781.0 $62K 0.00% -22K -74.2% $7.94 +16.4%
673 HOLOGIC INC 801.0 $61K 0.00% -1K -58.2% $75.59
674 VOD VODAFONE GROUP PLC Communication Services 3,991.0 $60K 0.00% -777.0 -16.3% $15.13 -1.9%
675 KLIC KULICKE & SOFFA INDS INC Technology 916.0 $60K 0.00% -73.0 -7.4% $65.70 +65.2%
676 WLFC WILLIS LEASE FIN CORP Industrials 352.0 $60K 0.00% -37.0 -9.5% $170.26 +7.3%
677 BMO BANK MONTREAL MEDIUM Financial Services 440.0 $60K 0.00% -918.0 -67.6% $135.34 +19.6%
678 ONON ON HLDG AG Consumer Cyclical 1,740.0 $59K 0.00% -216.0 -11.0% $34.02 +18.5%
679 HACK AMPLIFY CYBERSECURITY ETF 727.0 $59K 0.00% -416.0 -36.4% $81.26 +17.4%
680 IYC iShares US Consumer Services ETF 605.0 $59K 0.00% -4K -87.5% $96.92 +5.4%
Page 34 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%