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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 48 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 STRA STRATEGIC ED INC Consumer Defensive 256.0 $21K 0.00% +190.0 +287.9% $82.29 -4.6%
942 RELY REMITLY GLOBAL INC Technology 1,335.0 $21K 0.00% +951.0 +247.7% $15.67 +37.7%
943 QTWO Q2 HLDGS INC Technology 442.0 $21K 0.00% +342.0 +342.0% $47.30 -2.5%
944 VTHR VANGUARD RUSSELL 3000 ETF 73.0 $21K 0.00% +9.0 +14.1% $286.23 +14.6%
945 HNST HONEST CO INC Consumer Cyclical 6,961.0 $20K 0.00% +4K +128.0% $2.94 +16.0%
946 SWX SOUTHWEST GAS HLDGS INC Utilities 235.0 $20K 0.00% +186.0 +379.6% $86.90 +3.5%
947 MARA MARA HOLDINGS INC Financial Services 2,495.0 $20K 0.00% +2K +398.0% $8.16 +69.2%
948 OSIS OSI SYSTEMS INC Technology 76.0 $20K 0.00% +1.0 +1.3% $265.53 -16.4%
949 TTAN SERVICETITAN INC Technology 309.0 $20K 0.00% +103.0 +50.0% $63.46 -0.5%
950 AVTR AVANTOR INC Healthcare 2,464.0 $19K 0.00% +2K +188.9% $7.84 +3.5%
951 TENB TENABLE HLDGS INC Technology 1,140.0 $19K 0.00% +1K +3157.1% $16.91 +50.5%
952 CERT CERTARA INC Healthcare 3,282.0 $19K 0.00% +3K +495.6% $5.70 -8.1%
953 DHT DHT HOLDINGS INC SHS NEW Energy 1,016.0 $19K 0.00% +816.0 +408.0% $18.39 -5.5%
954 GLNG GOLAR LNG LTD Energy 345.0 $19K 0.00% +59.0 +20.6% $54.11 -3.2%
955 KFRC KFORCE INC Industrials 614.0 $18K 0.00% +131.0 +27.1% $29.25 +42.0%
956 LFST Lifestance Health Group Incorporated Healthcare 2,458.0 $18K 0.00% +2K +9732.0% $7.30 +1.3%
957 Dave Inc 310.0 $18K 0.00% +308.0 +10000.0% $57.82
958 WRBY WARBY PARKER INC Healthcare 841.0 $18K 0.00% +553.0 +192.0% $21.26 +18.0%
959 COMP COMPASS INC Technology 2,381.0 $18K 0.00% +1K +111.1% $7.49 +12.1%
960 AAOI APPLIED OPTOELECTRONICS INC Technology 111.0 $18K 0.00% +109.0 +5450.0% $160.50 +13.1%
Page 48 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%