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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 44 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TVTX TRAVERE THERAPEUTICS INC Healthcare 743.0 $31K 0.00% +638.0 +607.6% $42.01 +5.4%
862 NATL NCR ATLEOS CORPORATION Technology 707.0 $31K 0.00% +518.0 +274.1% $43.77 +3.2%
863 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 554.0 $31K 0.00% +445.0 +408.3% $55.79 +8.1%
864 SN SHARKNINJA INC Consumer Cyclical 288.0 $31K 0.00% +237.0 +464.7% $107.28 +8.3%
865 LBRDA LIBERTY BROADBAND CORP Communication Services 606.0 $30K 0.00% +584.0 +2654.6% $50.22 -32.9%
866 ECG EVERUS CONSTR GROUP Industrials 1,733.0 $30K 0.00% +1K +245.9% $17.44 +768.0%
867 GNW GENWORTH FINL INC Financial Services 3,392.0 $30K 0.00% +2K +115.4% $8.84 +2.2%
868 PRGS PROGRESS SOFTWARE CORP Technology 1,156.0 $30K 0.00% +1K +2652.4% $25.65 +15.0%
869 NWSA NEWS CORP NEW Communication Services 1,183.0 $30K 0.00% +896.0 +312.2% $25.03 +4.7%
870 FTRE FORTREA HLDGS INC Healthcare 3,130.0 $30K 0.00% +2K +285.9% $9.44 +40.0%
871 AMPX AMPRIUS TECHNOLOGIES INC Industrials 1,735.0 $29K 0.00% +2K +10000.0% $17.00 +4.9%
872 PARR PAR PAC HOLDINGS INC Energy 467.0 $29K 0.00% +45.0 +10.7% $62.70 -10.0%
873 GCI LIBERTY INC 791.0 $29K 0.00% +4.0 +0.5% $36.85
874 OSBC OLD SECOND BANCORP INC DEL Financial Services 1,420.0 $29K 0.00% +111.0 +8.5% $20.15 +6.6%
875 WAY WAYSTAR HLDG CORP COM Technology 1,187.0 $29K 0.00% +1K +1063.7% $24.11 -18.8%
876 VIGI VANGUARD WHITEHALL FDS 322.0 $28K 0.00% +2.0 +0.6% $88.27 +6.6%
877 GPN GLOBAL PMTS INC Industrials 418.0 $28K 0.00% +120.0 +40.3% $67.72 +8.2%
878 FTDR FRONTDOOR INC Consumer Cyclical 474.0 $28K 0.00% +438.0 +1216.7% $59.08 +5.6%
879 NWL NEWELL BRANDS INC Consumer Defensive 8,156.0 $28K 0.00% +8K +10000.0% $3.43 +5.0%
880 POR PORTLAND GEN ELEC CO Utilities 528.0 $28K 0.00% +329.0 +165.3% $52.75 -5.5%
Page 44 of 78  ·  1,542 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%