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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 46 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BROS DUTCH BROS INC Consumer Cyclical 373.0 $19K 0.00% -8K -95.7% $50.70 +5.7%
902 AM ANTERO MIDSTREAM CORP Energy 838.0 $19K 0.00% -896.0 -51.7% $22.55 -3.1%
903 NTES NETEASE COM INC SPONSORED ADS Technology 165.0 $19K 0.00% -429.0 -72.2% $113.16 +9.0%
904 MTH MERITAGE HOMES CORP Consumer Cyclical 292.0 $19K 0.00% -53.0 -15.4% $63.41 +2.2%
905 SOUN SOUNDHOUND AI INC Technology 2,684.0 $18K 0.00% -11K -80.6% $6.87 +18.3%
906 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 1,080.0 $18K 0.00% -1K -56.7% $17.07 -1.7%
907 EMBOTELLADORA ANDINA S A SPON ADR B 727.0 $18K 0.00% -1K -63.1% $25.22
908 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 267.0 $18K 0.00% -2K -87.6% $68.05 +21.6%
909 LII LENNOX INTL INC Industrials 39.0 $18K 0.00% -49.0 -55.7% $464.15 +8.3%
910 FLR FLUOR CORP Industrials 388.0 $18K 0.00% -35.0 -8.3% $46.65 +0.4%
911 KN KNOWLES CORP Technology 697.0 $18K 0.00% -340.0 -32.8% $25.68 +48.9%
912 EQR EQUITY RESIDENTIAL Real Estate 295.0 $18K 0.00% -557.0 -65.4% $60.58 +9.2%
913 MUR MURPHY OIL CORP Energy 433.0 $18K 0.00% -137.0 -24.0% $41.25 -11.6%
914 UCTT ULTRA CLEAN HLDGS INC Technology 287.0 $18K 0.00% -339.0 -54.1% $62.18 +40.7%
915 INVZ Innoviz Technologies L F Consumer Cyclical 28,200.0 $18K 0.00% -159K -85.0% $0.63 +16.3%
916 GNTX GENTEX CORP Consumer Cyclical 816.0 $18K 0.00% -1K -63.8% $21.85 +9.5%
917 PDBC INVESCO ACTVELY MNGD ETC FD 1,026.0 $18K 0.00% -328.0 -24.2% $17.32 +3.4%
918 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 856.0 $18K 0.00% -8K -90.7% $20.75 -6.5%
919 NHC NATIONAL HEALTHCARE CORP Healthcare 111.0 $18K 0.00% -28.0 -20.1% $159.71 +19.0%
920 SYNA SYNAPTICS INC Technology 253.0 $18K 0.00% -111.0 -30.5% $70.04 +110.7%
Page 46 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%