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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 31 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NDSN NORDSON CORP Industrials 2,158.0 $574K 0.02% +1K +98.3% $266.06 +8.2%
602 BDEC INNOVATOR ETFS TRUST 11,928.0 $573K 0.02% -400.0 -3.2% $48.00 +10.5%
603 DOW DOW HLDGS INC Basic Materials 13,721.0 $571K 0.02% -9K -40.9% $41.65 -16.7%
604 VDE VANGUARD WORLD FD 3,301.0 $571K 0.02% +3K +445.6% $173.04 -7.5%
605 MANH MANHATTAN ASSOCIATES INC Technology 4,283.0 $570K 0.02% +2K +119.2% $133.12 +5.7%
606 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,088.0 $570K 0.02% -13.0 -0.6% $272.88 +2.2%
607 INCY INCYTE CORP Healthcare 6,007.0 $568K 0.02% +6K +1320.1% $94.57 +4.4%
608 EMLP FIRST TR EXCHANGE-TRADED FD 12,999.0 $568K 0.02% -639.0 -4.7% $43.66 +0.3%
609 NYT NEW YORK TIMES CO MTN BE Communication Services 6,774.0 $567K 0.02% NEW $83.73 -10.0%
610 BJUL INNOVATOR ETFS TRUST 11,304.0 $562K 0.02% $49.69 +8.3%
611 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,816.0 $561K 0.02% -7K -53.8% $96.47 +5.1%
612 BOCT INNOVATOR ETFS TRUST 11,615.0 $557K 0.02% -139.0 -1.2% $47.99 +9.9%
613 J JACOBS SOLUTIONS INC Industrials 4,435.0 $557K 0.02% -25.0 -0.6% $125.58 -7.1%
614 PFEB INNOVATOR ETFS TRUST 13,880.0 $557K 0.02% +1K +11.8% $40.10 +7.0%
615 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,540.0 $554K 0.02% +1K +25.3% $100.09 +14.6%
616 NEBIUS GROUP N.V. 3,056.0 $553K 0.02% +2K +335.3% $180.95
617 ZM ZOOM COMMUNICATIONS INC Technology 6,181.0 $552K 0.02% +4K +181.2% $89.28 +14.0%
618 BNOV INNOVATOR ETFS TRUST 12,825.0 $552K 0.02% -484.0 -3.6% $43.02 +10.8%
619 BJUN INNOVATOR ETFS TRUST 11,785.0 $545K 0.01% -113.0 -0.9% $46.25 +5.8%
620 TPR TAPESTRY INC Consumer Cyclical 3,831.0 $541K 0.01% +2K +153.9% $141.11 +0.6%
Page 31 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%