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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 37 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 330.0 $48K 0.00% -8.0 -2.4% $145.02 +16.8%
722 CX CEMEX SA EURO MTN BE 144A Basic Materials 4,131.0 $47K 0.00% -7K -62.5% $11.44 +14.5%
723 HLNE HAMILTON LANE INC Financial Services 474.0 $47K 0.00% -52.0 -9.9% $99.42 -9.1%
724 HEI HEICO CORP NEW Industrials 171.0 $47K 0.00% -144.0 -45.7% $274.20 +12.6%
725 RYANAIR HOLDINGS PLC 810.0 $47K 0.00% -402.0 -33.2% $57.82
726 ANNALY CAPITAL MANAGEMENT IN 2,186.0 $47K 0.00% -817.0 -27.2% $21.40
727 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 841.0 $46K 0.00% -153.0 -15.4% $54.75 +18.0%
728 HYGW iShares High Yield Corp Bond Buywrite Strat ETF 1,556.0 $46K 0.00% -10K -86.2% $29.50 -1.4%
729 GDXJ VANECK ETF TRUST 381.0 $46K 0.00% -3.0 -0.8% $120.04 -2.8%
730 AHRT AH RLTY TR INC COM Financial Services 8,293.0 $46K 0.00% -2K -16.2% $5.50 +25.6%
731 CRCL CIRCLE INTERNET GROUP INC Financial Services 475.0 $45K 0.00% -92.0 -16.2% $95.42 +9.2%
732 RDY DR REDDYS LABS LTD Healthcare 3,228.0 $45K 0.00% -9K -73.4% $13.85 -0.7%
733 NWS NEWS CORP NEW Communication Services 1,535.0 $44K 0.00% -45.0 -2.9% $28.51 +5.0%
734 CLS CELESTICA INC COM Technology 153.0 $44K 0.00% -734.0 -82.8% $285.16 +30.0%
735 GH GUARDANT HEALTH INC Healthcare 462.0 $44K 0.00% -271.0 -37.0% $94.27 +27.1%
736 LPLA LPL FINL HLDGS INC Financial Services 145.0 $43K 0.00% -104.0 -41.8% $299.61 -5.7%
737 RWK INVESCO EXCH TRADED FD TR II 337.0 $43K 0.00% -520.0 -60.7% $128.33 +9.3%
738 PKST PEAKSTONE REALTY TRUST Real Estate 2,066.0 $43K 0.00% -340.0 -14.1% $20.89 +0.5%
739 RS RELIANCE INC Basic Materials 141.0 $43K 0.00% -247.0 -63.7% $303.92 +23.8%
740 AMTM AMENTUM HOLDINGS INC Industrials 1,661.0 $43K 0.00% -3K -61.9% $25.70 -10.9%
Page 37 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%