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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 43 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 THOMSON REUTERS CORP COM 290.0 $26K 0.00% -600.0 -67.4% $89.98
842 TTD THE TRADE DESK INC Technology 1,148.0 $26K 0.00% -901.0 -44.0% $22.69 -2.3%
843 EC ECOPETROL S A Energy 1,737.0 $26K 0.00% -529.0 -23.4% $14.99 -0.9%
844 PTCT PTC THERAPEUTICS INC Healthcare 358.0 $26K 0.00% -50.0 -12.2% $72.18 -6.3%
845 GATX GATX CORP Industrials 151.0 $26K 0.00% -7.0 -4.4% $170.74 +0.7%
846 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,200.0 $26K 0.00% -700.0 -36.8% $21.48 -5.6%
847 CPK CHESAPEAKE UTILS CORP Utilities 204.0 $26K 0.00% -112.0 -35.4% $126.07 +0.8%
848 IAI ISHARES TR 156.0 $26K 0.00% -6.0 -3.7% $164.19 +9.1%
849 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,636.0 $26K 0.00% -10K -86.2% $15.65 +2.6%
850 SKEENA RES LTD NEW 850.0 $25K 0.00% -300.0 -26.1% $29.72
851 ULS UL SOLUTIONS INC Industrials 294.0 $25K 0.00% -136.0 -31.6% $85.71 +17.6%
852 THO THOR INDS INC Consumer Cyclical 315.0 $25K 0.00% -31.0 -9.0% $79.89 -2.1%
853 WGO WINNEBAGO INDS INC Consumer Cyclical 805.0 $25K 0.00% -92.0 -10.3% $30.99 -3.9%
854 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 2,774.0 $25K 0.00% -6K -68.0% $8.98 +134.7%
855 REGCO REGENCY CTRS CORP Real Estate 329.0 $25K 0.00% -587.0 -64.1% $75.66 -70.0%
856 INSM INSMED INC Healthcare 152.0 $25K 0.00% -215.0 -58.6% $163.53 -33.4%
857 STM STMICROELECTRONICS N V Technology 718.0 $25K 0.00% -1K -65.7% $34.54 +104.6%
858 WFRD WEATHERFORD INTL PLC Energy 259.0 $25K 0.00% -514.0 -66.5% $94.82 +14.7%
859 CPF CENTRAL PAC FINL CORP Financial Services 766.0 $24K 0.00% -36.0 -4.5% $31.96 +10.0%
860 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 249.0 $24K 0.00% -63.0 -20.2% $97.55 +11.3%
Page 43 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%