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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 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 STT STATE STR CORP Financial Services 2,160.0 $273K 0.01% -490.0 -18.5% $126.59 +24.7%
922 OWL BLUE OWL CAPITAL INC Financial Services 29,905.0 $273K 0.01% +28K +1699.3% $9.13 +11.0%
923 FNDC SCHWAB STRATEGIC TR 5,887.0 $273K 0.01% +835.0 +16.5% $46.36 +8.2%
924 LH LABCORP HOLDINGS INC Healthcare 1,021.0 $272K 0.01% -533.0 -34.3% $266.81 -3.2%
925 VPU VANGUARD WORLD FD 1,370.0 $271K 0.01% -102.0 -6.9% $198.17 -1.2%
926 AMT AMERICAN TOWER CORP Real Estate 1,566.0 $271K 0.01% -1K -40.9% $172.98 +6.9%
927 VFC V F CORP Consumer Cyclical 15,886.0 $270K 0.01% +2K +12.6% $16.99 +2.5%
928 JD JD.COM INC Consumer Cyclical 9,120.0 $270K 0.01% +3K +59.9% $29.57 +0.9%
929 SPAB SPDR SERIES TRUST 10,519.0 $270K 0.01% $25.62 -0.6%
930 DBX DROPBOX INC Technology 11,580.0 $269K 0.01% +7K +165.7% $23.23 +11.8%
931 AVT AVNET INC Technology 4,157.0 $269K 0.01% +3K +342.2% $64.72 +34.5%
932 NI NISOURCE INC Utilities 5,753.0 $269K 0.01% -7K -56.3% $46.73 +1.6%
933 FSIG FIRST TR EXCHANGE-TRADED FD 14,162.0 $268K 0.01% $18.94 -0.2%
934 ICOW PACER FDS TR 6,319.0 $268K 0.01% NEW $42.44 +6.0%
935 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,498.0 $268K 0.01% -28.0 -1.8% $178.97 -13.8%
936 CRUS CIRRUS LOGIC INC Technology 1,852.0 $268K 0.01% +803.0 +76.5% $144.62 +20.0%
937 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,609.0 $267K 0.01% -79.0 -4.7% $166.13 +6.2%
938 EXPAND ENERGY CORPORATION 2,420.0 $266K 0.01% +780.0 +47.6% $109.78
939 SPTL SPDR SERIES TRUST 10,096.0 $266K 0.01% +6K +157.4% $26.30 -1.5%
940 ARW ARROW ELECTRS INC Technology 1,714.0 $265K 0.01% -80.0 -4.5% $154.76 +40.5%
Page 47 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%