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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 51 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 VIR VIR BIOTECHNOLOGY INC Healthcare 1,574.0 $14K +889.0 +129.8% $8.96 +2.6%
1002 RXST RXSIGHT INC Healthcare 2,281.0 $14K +2K +212.9% $6.16 -1.1%
1003 Z ZILLOW GROUP INC Communication Services 337.0 $14K +128.0 +61.2% $41.38 -11.2%
1004 AVNS AVANOS MED INC Healthcare 990.0 $14K +86.0 +9.5% $14.01 +75.6%
1005 ASAN ASANA INC Technology 2,162.0 $14K +1K +97.8% $6.40 +3.4%
1006 PLAB PHOTRONICS INC Technology 342.0 $14K +111.0 +48.0% $40.41 +27.3%
1007 BKU BANKUNITED INC Financial Services 303.0 $14K +196.0 +183.2% $45.16 +2.3%
1008 BITX VOLATILITY SHS TR 926.0 $14K +796.0 +612.3% $14.74 +20.8%
1009 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 585.0 $14K +268.0 +84.5% $23.20 -14.1%
1010 ASUR ASURE SOFTWARE INC Technology 1,578.0 $14K +1K +334.7% $8.60 +0.9%
1011 OKLO OKLO INC Utilities 272.0 $13K +222.0 +444.0% $49.59 +32.8%
1012 IAC IAC INC Technology 334.0 $13K +225.0 +206.4% $40.03 +5.0%
1013 FIRST FNDTN INC 2,251.0 $13K +267.0 +13.5% $5.90
1014 COLB COLUMBIA BKG SYS INC Financial Services 484.0 $13K +146.0 +43.2% $27.43 +8.4%
1015 RAMP LIVERAMP HLDGS INC Technology 499.0 $13K +445.0 +824.1% $26.52 +42.2%
1016 APPN APPIAN CORP Technology 547.0 $13K +541.0 +9016.7% $24.11 -11.4%
1017 HTO H2O AMERICA Utilities 222.0 $13K +131.0 +144.0% $58.67 -0.9%
1018 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 164.0 $13K +9.0 +5.8% $79.33 -3.3%
1019 INSW INTERNATIONAL SEAWAYS INC Energy 165.0 $13K +129.0 +358.3% $78.19 +6.8%
1020 USAR USA RARE EARTH INC Basic Materials 850.0 $13K +804.0 +1747.8% $15.14 +67.2%
Page 51 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%