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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 40 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WIT WIPRO LTD Technology 15,750.0 $33K 0.00% -37K -70.3% $2.12 -5.2%
782 TKO TKO GROUP HOLDINGS INC Communication Services 170.0 $33K 0.00% -516.0 -75.2% $195.20 -3.6%
783 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 216.0 $33K 0.00% -166.0 -43.5% $152.99 +110.0%
784 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 891.0 $33K 0.00% -2K -64.1% $37.01 +3.9%
785 TKR TIMKEN CO Industrials 325.0 $33K 0.00% -388.0 -54.4% $100.57 +26.7%
786 LKFN LAKELAND FINL CORP Financial Services 567.0 $33K 0.00% -18.0 -3.1% $57.40 +5.8%
787 CHTR CHARTER COMMUNICATIONS INC Communication Services 166.0 $32K 0.00% -236.0 -58.7% $195.37 -26.3%
788 R RYDER SYS INC Industrials 157.0 $32K 0.00% -22.0 -12.3% $204.71 +21.5%
789 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 368.0 $32K 0.00% -13.0 -3.4% $87.10 +3.1%
790 WPP WPP PLC NEW Communication Services 2,052.0 $32K 0.00% -3K -54.9% $15.55 +20.7%
791 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 2,830.0 $32K 0.00% -8K -74.6% $11.27 +21.7%
792 KEP KOREA ELEC PWR CORP SPONSORED ADR Utilities 2,228.0 $32K 0.00% -7K -74.7% $14.25 -4.1%
793 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 384.0 $31K 0.00% -102.0 -21.0% $81.32 -2.7%
794 BIRKENSTOCK HOLDING PLC COM SHS 855.0 $31K 0.00% -14.0 -1.6% $35.88
795 MRCY MERCURY SYS INC Industrials 420.0 $31K 0.00% -117.0 -21.8% $72.91 +36.2%
796 TRFK PACER FDS TR 489.0 $30K 0.00% -6K -92.8% $62.24 +58.5%
797 TEXN Ishares Tr TX Equity ETF 1,000.0 $30K 0.00% -12K -92.3% $30.41 +9.4%
798 DIVERSIFIED ENERGY CO 256.0 $30K 0.00% -10K -97.6% $118.06
799 IRT INDEPENDENCE RLTY TR INC Real Estate 2,024.0 $30K 0.00% -362.0 -15.2% $14.89 +11.8%
800 IXG ISHARES TR 264.0 $30K 0.00% -88.0 -25.0% $114.00 +7.7%
Page 40 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%