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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 46 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SOUTHSTATE BK CORP 264.0 $24K 0.00% +82.0 +45.0% $92.50
902 BRZE BRAZE INC Technology 1,025.0 $24K 0.00% +1K +9218.2% $23.61 +3.1%
903 GBX GREENBRIER COS INC Industrials 457.0 $24K 0.00% +19.0 +4.3% $52.65 -8.9%
904 ALG ALAMO GROUP INC Industrials 146.0 $24K 0.00% +109.0 +294.6% $164.51 -8.8%
905 BRBR BELLRING BRANDS INC Consumer Defensive 1,491.0 $24K 0.00% +933.0 +167.2% $16.06 -44.5%
906 SCVL SHOE CARNIVAL INC Consumer Cyclical 1,536.0 $24K 0.00% +217.0 +16.4% $15.59 +6.8%
907 CVSA COVISTA INC Consumer Cyclical 200.0 $23K 0.00% +128.0 +177.8% $117.12 +6.9%
908 TROX TRONOX HOLDINGS PLC Basic Materials 2,394.0 $23K 0.00% +2K +10000.0% $9.77 -22.7%
909 VRNS VARONIS SYS INC Technology 1,088.0 $23K 0.00% +467.0 +75.2% $21.47 +44.4%
910 AIP ARTERIS INC Technology 1,411.0 $23K 0.00% +677.0 +92.2% $16.44 +120.7%
911 TNET TRINET GROUP INC Industrials 636.0 $23K 0.00% +527.0 +483.5% $36.43 +17.4%
912 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 676.0 $23K 0.00% +9.0 +1.4% $34.26 +14.7%
913 AVNT AVIENT CORPORATION Basic Materials 638.0 $23K 0.00% +273.0 +74.8% $36.29 -5.5%
914 KWR QUAKER HOUGHTON Basic Materials 186.0 $23K 0.00% +1.0 +0.5% $124.48 +13.9%
915 HLF HERBALIFE LTD Consumer Defensive 1,561.0 $23K 0.00% +88.0 +6.0% $14.72 -15.6%
916 NTCT NETSCOUT SYS INC Technology 669.0 $23K 0.00% +647.0 +2940.9% $34.33 +19.5%
917 LIBERTY GLOBAL LTD 1,893.0 $23K 0.00% +1K +332.2% $12.08
918 OIH VANECK ETF TRUST 56.0 $23K 0.00% +3.0 +5.7% $406.48 +9.2%
919 ENS ENERSYS Industrials 120.0 $23K 0.00% +73.0 +155.3% $188.45 +23.2%
920 VRE VERIS RESIDENTIAL INC Real Estate 1,190.0 $22K 0.00% +517.0 +76.8% $18.87 +0.7%
Page 46 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%