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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 41 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IRMD IRADIMED CORP Healthcare 312.0 $30K 0.00% -39.0 -11.1% $96.27 -3.5%
802 FMC FMC CORP Basic Materials 1,741.0 $30K 0.00% -52.0 -2.9% $17.22 -24.6%
803 LFUS LITTELFUSE INC Technology 88.0 $30K 0.00% -96.0 -52.2% $338.02 +41.0%
804 FDIS FIDELITY COVINGTON TRUST 316.0 $29K 0.00% -216.0 -40.6% $93.16 +10.5%
805 XLB SELECT SECTOR SPDR TR 586.0 $29K 0.00% -6K -91.7% $50.04 +1.9%
806 HLN HALEON PLC Healthcare 2,927.0 $29K 0.00% -6K -66.3% $10.01 -7.7%
807 EUFN ISHARES TR 839.0 $29K 0.00% -30.0 -3.5% $34.85 +11.6%
808 SLF SUN LIFE FINANCIAL INC. COM Financial Services 467.0 $29K 0.00% -1K -71.7% $62.56 +16.7%
809 HOMB HOME BANCSHARES INC Financial Services 1,078.0 $29K 0.00% -470.0 -30.4% $26.93 -0.5%
810 CXW CORECIVIC INC Real Estate 1,530.0 $29K 0.00% -12K -88.9% $18.91 +12.1%
811 ICLR ICON PLC Healthcare 260.0 $29K 0.00% -89.0 -25.5% $110.79 +2.8%
812 IXJ ISHARES TR 307.0 $29K 0.00% -8.0 -2.5% $93.54 +0.5%
813 INFY INFOSYS LTD SPONSORED ADR Technology 2,113.0 $29K 0.00% -7K -76.2% $13.51 -10.6%
814 WMS ADVANCED DRAIN SYS INC DEL Industrials 208.0 $29K 0.00% -46.0 -18.1% $137.13 -3.0%
815 GMAB GENMAB A/S Healthcare 1,062.0 $28K 0.00% -2K -63.9% $26.83 +0.2%
816 RBLX ROBLOX CORP Technology 503.0 $28K 0.00% -322.0 -39.0% $56.55 -18.7%
817 EBAY EBAY INC. Consumer Cyclical 312.0 $28K 0.00% -4K -93.0% $91.02 +26.7%
818 TRUESHARES STRUCTURED OUTCOME (JUNE) ETF 909.0 $28K 0.00% -877.0 -49.1% $31.20
819 TIC TIC SOLUTIONS INC Industrials 4,246.0 $28K 0.00% -542.0 -11.3% $6.58 +28.4%
820 SCHC SCHWAB STRATEGIC TR 596.0 $28K 0.00% -762.0 -56.1% $46.74 +9.3%
Page 41 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%