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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 47 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 KSS KOHLS CORP Consumer Cyclical 1,363.0 $18K -700.0 -33.9% $12.90 +3.0%
922 SLQD ISHARES TR 348.0 $18K -525.0 -60.1% $50.49 -0.3%
923 ARKW ARK NEXT GENERATION INTERNET ETF 145.0 $17K -17.0 -10.5% $120.61 +21.1%
924 WTTR SELECT WATER SOLUTIONS INC Utilities 1,113.0 $17K -830.0 -42.7% $15.30 +26.0%
925 BOOT BOOT BARN HLDGS INC Consumer Cyclical 115.0 $17K -70.0 -37.8% $147.54 +11.2%
926 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 790.0 $17K -1K -59.4% $21.36 +14.5%
927 LEGR FIRST TR EXCHANGE TRADED FD 291.0 $17K -69.0 -19.2% $57.77 +14.2%
928 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 897.0 $17K -2K -66.4% $18.66 -8.4%
929 MOO VANECK ETF TRUST 198.0 $17K -150.0 -43.1% $84.50 -5.1%
930 ALNT ALLIENT INC Technology 283.0 $17K -211.0 -42.7% $59.09 +20.7%
931 DOCN DIGITALOCEAN HLDGS INC Technology 194.0 $17K -7K -97.4% $85.78 +87.4%
932 HRB BLOCK H & R INC Consumer Cyclical 460.0 $17K -1K -73.6% $36.15 +7.4%
933 USLM UNITED STS LIME & MINERALS I Basic Materials 127.0 $17K -28.0 -18.1% $130.64 -16.2%
934 CWT CALIFORNIA WTR SVC GROUP Utilities 365.0 $17K -226.0 -38.2% $45.34 -4.1%
935 AUB ATLANTIC UN BANKSHARES CORP Financial Services 461.0 $16K -259.0 -36.0% $35.74 +6.9%
936 CVCO CAVCO INDS INC DEL Consumer Cyclical 34.0 $16K -9.0 -20.9% $484.32 +9.2%
937 PEB PEBBLEBROOK HOTEL TR Real Estate 1,303.0 $16K -68.0 -5.0% $12.63 +19.7%
938 RVMD REVOLUTION MEDICINES INC Healthcare 169.0 $16K -305.0 -64.3% $97.25 +59.3%
939 IMCR IMMUNOCORE HLDGS PLC ADS Healthcare 544.0 $16K -842.0 -60.8% $30.15 -2.5%
940 CCOI COGENT COMM HOLDINGS INC Communication Services 869.0 $16K -952.0 -52.3% $18.84 +5.9%
Page 47 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%