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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 52 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TCBI TEXAS CAP BANCSHARES INC Financial Services 134.0 $13K +75.0 +127.1% $95.90 +3.6%
1022 WRLD World Acceptance Corp Financial Services 95.0 $13K +76.0 +400.0% $135.04 +18.4%
1023 XPRO EXPRO GROUP HOLDINGS NV Energy 773.0 $13K +409.0 +112.4% $16.56 -3.8%
1024 NMIH NMI HLDGS INC Financial Services 340.0 $13K +46.0 +15.7% $37.51 -0.3%
1025 FIBK FIRST INTST BANCSYSTEM INC Financial Services 354.0 $13K +311.0 +723.3% $35.37 +0.3%
1026 SONO SONOS INC Technology 916.0 $12K +11.0 +1.2% $13.40 +15.8%
1027 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 493.0 $12K +350.0 +244.8% $24.64 +1.1%
1028 INTA INTAPP INC Technology 471.0 $12K +417.0 +772.2% $25.64 -20.4%
1029 VICR VICOR CORP Technology 75.0 $12K +1.0 +1.4% $161.00 +66.5%
1030 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 358.0 $12K +75.0 +26.5% $33.65 +4.8%
1031 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 182.0 $12K +87.0 +91.6% $66.11 +4.2%
1032 BRC BRADY CORP Industrials 148.0 $12K +51.0 +52.6% $81.24 +7.7%
1033 WSBC WESBANCO INC Financial Services 347.0 $12K +111.0 +47.0% $34.54 +0.1%
1034 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 2,017.0 $12K +385.0 +23.6% $5.91 +4.7%
1035 PRGO PERRIGO CO PLC Healthcare 1,109.0 $12K +1K +1105.4% $10.75 +4.4%
1036 MCRI Monarch Casino & Resort Inc Consumer Cyclical 124.0 $12K +123.0 +10000.0% $95.60 +22.2%
1037 MSBI MIDLAND STATES BANCORP INC Financial Services 527.0 $12K +201.0 +61.7% $22.31 +23.8%
1038 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 717.0 $12K +557.0 +348.1% $16.32 +0.5%
1039 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 511.0 $12K +221.0 +76.2% $22.81 +6.5%
1040 BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM Financial Services 385.0 $12K +4.0 +1.1% $30.11 +2.9%
Page 52 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%