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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 44 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TPL TEXAS PACIFIC LAND CORPORATI Energy 51.0 $24K 0.00% -96.0 -65.3% $474.57 -15.7%
862 VCTR VICTORY CAP HLDGS INC DEL Financial Services 368.0 $24K 0.00% -82.0 -18.2% $65.48 +34.1%
863 AXON AXON ENTERPRISE INC Industrials 57.0 $24K 0.00% -226.0 -79.9% $419.40 -8.1%
864 SRLN SSGA ACTIVE ETF TR 595.0 $24K 0.00% -7K -92.6% $40.14 +1.0%
865 LAZ Lazard Inc Financial Services 560.0 $24K 0.00% -160.0 -22.2% $42.51 +15.1%
866 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 529.0 $24K 0.00% -184.0 -25.8% $44.84 +7.0%
867 ENVX ENOVIX CORPORATION Industrials 4,539.0 $24K 0.00% -2K -26.2% $5.18 +40.0%
868 KRE SPDR SERIES TRUST 360.0 $23K 0.00% -20.0 -5.3% $65.15 +7.9%
869 W WAYFAIR INC Consumer Cyclical 311.0 $23K 0.00% -157.0 -33.5% $75.21 -10.8%
870 DTM DT MIDSTREAM INC COMMON STOCK Energy 146.0 $23K 0.00% -2K -93.9% $159.42 -6.1%
871 WINA WINMARK CORP Consumer Cyclical 54.0 $23K 0.00% -12.0 -18.2% $430.54 -15.3%
872 CBT CABOT CORP Basic Materials 308.0 $23K 0.00% -154.0 -33.3% $75.31 +12.5%
873 MLPX GLOBAL X FDS 313.0 $23K 0.00% -3K -90.7% $73.94 +2.2%
874 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 182.0 $23K 0.00% -120.0 -39.7% $126.35 -9.3%
875 UMH UMH PPTYS INC Real Estate 1,592.0 $23K 0.00% -240.0 -13.1% $14.43 +7.3%
876 ELPC COMPANHIA PARANAENSE DE ENER Utilities 1,914.0 $23K 0.00% -3K -59.5% $11.97 -1.4%
877 INBK FIRST INTERNET BANCORP Financial Services 1,113.0 $23K 0.00% -18.0 -1.6% $20.38 +16.1%
878 LNN LINDSAY CORP COM Industrials 188.0 $22K 0.00% -535.0 -74.0% $119.07 -7.0%
879 COMT ISHARES U S ETF TR 661.0 $22K 0.00% -1K -64.5% $33.81 +1.8%
880 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 1,997.0 $22K 0.00% -280.0 -12.3% $11.02 -0.1%
Page 44 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%