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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 27 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ULTA ULTA BEAUTY INC Consumer Cyclical 1,353.0 $706K 0.02% +703.0 +108.2% $521.60 -1.1%
522 CGW INVESCO EXCH TRADED FD TR II 11,026.0 $705K 0.02% +11K +3241.2% $63.94 -1.3%
523 FITB FIFTH THIRD BANCORP Financial Services 15,157.0 $704K 0.02% +2K +17.8% $46.46 +7.2%
524 SLV ISHARES SILVER TR Financial Services 10,243.0 $700K 0.02% -22K -68.4% $68.34 +2.0%
525 VCIT VANGUARD SCOTTSDALE FDS 8,442.0 $699K 0.02% +69.0 +0.8% $82.75 -0.3%
526 DELL DELL TECHNOLOGIES INC Technology 3,665.0 $697K 0.02% +623.0 +20.5% $190.18 +60.4%
527 PHM PULTE GROUP INC Consumer Cyclical 5,907.0 $695K 0.02% -1K -16.1% $117.60 +0.2%
528 APP APPLOVIN CORP Technology 1,628.0 $692K 0.02% +181.0 +12.5% $424.82 +21.0%
529 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,436.0 $691K 0.02% +660.0 +37.2% $283.82 +25.3%
530 UCON FIRST TR EXCHNG TRADED FD VI 27,855.0 $690K 0.02% -2K -7.0% $24.77 +0.3%
531 PPA INVESCO EXCHANGE TRADED FD T 4,124.0 $683K 0.02% +4K +5791.4% $165.70 +5.0%
532 TSN TYSON FOODS INC Consumer Defensive 10,550.0 $676K 0.02% +5K +93.8% $64.07 +1.7%
533 XSVM INVESCO EXCHANGE TRADED FD T 11,171.0 $673K 0.02% -490.0 -4.2% $60.26 +11.4%
534 SHY ISHARES TR 8,014.0 $662K 0.02% +7K +922.2% $82.57 -0.4%
535 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,549.0 $661K 0.02% +4K +85.4% $69.19 -3.6%
536 TFLO ISHARES TR 13,047.0 $661K 0.02% +13K +10000.0% $50.63 -0.0%
537 THEMES ETF TR 17,136.0 $661K 0.02% NEW $38.54
538 CPRT COPART INC Industrials 19,881.0 $660K 0.02% +11K +132.6% $33.20 +0.1%
539 UAPR INNOVATOR ETFS TRUST 19,749.0 $659K 0.02% +19K +3661.7% $33.37 +4.7%
540 SRE SEMPRA Utilities 6,768.0 $658K 0.02% -4K -36.2% $97.18 -5.8%
Page 27 of 189  ·  3,766 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%