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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 32 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 UNM UNUM GROUP Financial Services 7,185.0 $538K 0.01% -1K -13.2% $74.89 +12.0%
622 FHN FIRST HORIZON CORPORATION Financial Services 23,610.0 $537K 0.01% +17K +232.2% $22.76 +6.4%
623 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,233.0 $534K 0.01% +3K +2711.3% $165.14 +10.9%
624 CRWV COREWEAVE INC Technology 4,680.0 $532K 0.01% +4K +581.2% $113.70 -11.8%
625 CGSD CAPITAL GRP FIXED INCM ETF T 20,542.0 $530K 0.01% +10K +99.5% $25.79 +0.2%
626 FDVV FIDELITY COVINGTON TRUST 9,574.0 $529K 0.01% -19K -66.1% $55.24 +10.1%
627 ARCC ARES CAPITAL CORP Financial Services 29,238.0 $527K 0.01% -860.0 -2.9% $18.02 +4.9%
628 NLR VANECK ETF TRUST 3,930.0 $523K 0.01% -3K -40.4% $133.20 -0.4%
629 CGBL CAPITAL GROUP CORE BALANCED 15,184.0 $522K 0.01% +4K +32.9% $34.41 +9.1%
630 SPMO INVESCO EXCH TRADED FD TR II 4,641.0 $520K 0.01% +4K +379.9% $112.10 +32.7%
631 FISV FISERV INC Technology 9,217.0 $514K 0.01% +276.0 +3.1% $55.80 +0.8%
632 AZO AUTOZONE INC Consumer Cyclical 152.0 $514K 0.01% -18.0 -10.6% $3381.73 -11.4%
633 BAPR INNOVATOR ETFS TRUST 10,478.0 $513K 0.01% -436.0 -4.0% $48.98 +8.3%
634 SMTH ALPS ETF TR 19,900.0 $513K 0.01% +2K +8.3% $25.76 -0.3%
635 CDW CDW CORP Technology 4,235.0 $513K 0.01% -2K -27.2% $121.02 -5.6%
636 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,558.0 $510K 0.01% -1K -43.8% $327.16 +17.2%
637 AIM ETF PRODUCTS TRUST 18,990.0 $510K 0.01% +3K +15.6% $26.84
638 CARR CARRIER GLOBAL CORPORATION Industrials 9,030.0 $509K 0.01% +215.0 +2.4% $56.38 +16.6%
639 NYF ISHARES TR 9,565.0 $508K 0.01% NEW $53.12 +0.6%
640 BMAY INNOVATOR ETFS TRUST 11,236.0 $504K 0.01% $44.87 +5.1%
Page 32 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%