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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 36 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IWY iShares Trust Russell 200 Growth Index 215.0 $54K 0.00% -1K -84.5% $248.84 +18.5%
702 UUUU ENERGY FUELS INC Energy 2,912.0 $53K 0.00% -599.0 -17.1% $18.25 +0.8%
703 PSMT PRICESMART INC Consumer Defensive 352.0 $53K 0.00% -102.0 -22.5% $150.61 +11.0%
704 NATWEST GROUP PLC 3,513.0 $52K 0.00% -3K -48.2% $14.90
705 HXL HEXCEL CORP NEW Industrials 646.0 $52K 0.00% -954.0 -59.6% $80.95 +8.7%
706 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 2,092.0 $52K 0.00% -201.0 -8.8% $24.77 +3.3%
707 SPMD SPDR SERIES TRUST 873.0 $52K 0.00% -22.0 -2.5% $59.19 +10.6%
708 BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 700.0 $51K 0.00% -130.0 -15.7% $73.12 +7.9%
709 ARGX ARGENX SE Healthcare 67.0 $51K 0.00% -88.0 -56.8% $762.48 +6.0%
710 SKM SK TELECOM CO LTD Communication Services 1,640.0 $51K 0.00% -4K -71.7% $31.01 +24.6%
711 FIDU FIDELITY COVINGTON TRUST 586.0 $51K 0.00% -842.0 -59.0% $86.48 +9.5%
712 WTRG ESSENTIAL UTILS INC Utilities 1,246.0 $50K 0.00% -827.0 -39.9% $40.27 -7.0%
713 ODC OIL DRI CORP AMER Basic Materials 767.0 $50K 0.00% -26.0 -3.3% $65.11 +17.7%
714 GDDY GODADDY INC Technology 600.0 $50K 0.00% -113.0 -15.8% $82.67 +7.6%
715 PINS PINTEREST INC Communication Services 2,626.0 $49K 0.00% -1K -27.9% $18.65 +3.7%
716 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 1,914.0 $49K 0.00% -498.0 -20.6% $25.48
717 ARTY ISHARES TR 1,047.0 $49K 0.00% -320.0 -23.4% $46.53 +54.1%
718 KVUE KENVUE INC Consumer Defensive 2,817.0 $49K 0.00% -2K -36.9% $17.23 +1.5%
719 GDX VANECK ETF TRUST 528.0 $48K 0.00% -69.0 -11.6% $91.77 -3.6%
720 FLO FLOWERS FOODS INC Consumer Defensive 5,911.0 $48K 0.00% -145.0 -2.4% $8.15 -4.4%
Page 36 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%