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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 50 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SIL Global X Silver Miners ETF 150.0 $14K -600.0 -80.0% $90.08 -0.0%
982 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 573.0 $14K -906.0 -61.3% $23.56 -11.3%
983 BAB INVESCO EXCH TRADED FD TR II 500.0 $13K -200.0 -28.6% $26.96 -1.1%
984 MSGE SPHERE ENTERTAINMENT CO Communication Services 114.0 $13K -371.0 -76.5% $118.07 -40.5%
985 BANR BANNER CORP Financial Services 219.0 $13K -6.0 -2.7% $60.68 +7.2%
986 AAL AMERICAN AIRLINES GROUP INC Industrials 1,203.0 $13K -400.0 -24.9% $11.01 +34.2%
987 INVA INNOVIVA INC Healthcare 567.0 $13K -43.0 -7.0% $23.30 -3.0%
988 ENIC ENEL CHILE SA SPONSORED ADR Utilities 3,349.0 $13K -4K -56.2% $3.94 +7.5%
989 RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT Financial Services 1,000.0 $13K -21.0 -2.1% $12.86 -0.3%
990 WEN WENDYS CO Consumer Cyclical 1,848.0 $13K -1K -43.2% $6.95 +8.2%
991 KNF KNIFE RIVER CORP Basic Materials 157.0 $13K -171.0 -52.1% $81.66 -10.0%
992 EMBC EMBECTA CORP Healthcare 1,442.0 $13K -288.0 -16.6% $8.84 -61.9%
993 SLRC SLR INVESTMENT CORP COM Financial Services 889.0 $13K -863.0 -49.3% $14.31 -7.9%
994 RVTY REVVITY INC Healthcare 145.0 $13K -84.0 -36.7% $87.61 +9.9%
995 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 300.0 $13K -6.0 -2.0% $42.23 +8.0%
996 PJT PJT PARTNERS INC Financial Services 90.0 $13K -31.0 -25.6% $139.72 +9.0%
997 PRG PROG HOLDINGS INC COM NPV Industrials 389.0 $12K -54.0 -12.2% $31.89 +6.7%
998 QTUM ETF SER SOLUTIONS 115.0 $12K -1K -91.1% $107.74 +46.4%
999 TPH TRI POINTE HOMES INC Consumer Cyclical 265.0 $12K -217.0 -45.0% $46.73 +0.5%
1000 CHEF CHEFS WHSE INC Consumer Defensive 208.0 $12K -255.0 -55.1% $59.46 +28.0%
Page 50 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%