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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 53 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 232.0 $12K +225.0 +3214.3% $49.72 +4.3%
1042 CFFN CAPITOL FED FINL INC Financial Services 1,607.0 $11K +1K +917.1% $7.13 +8.7%
1043 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 352.0 $11K +170.0 +93.4% $32.42 +6.6%
1044 LAUR LAUREATE ED INC Consumer Defensive 327.0 $11K +25.0 +8.3% $34.84 -4.9%
1045 CBZ CBIZ INC Industrials 423.0 $11K +127.0 +42.9% $26.85 +20.0%
1046 CUSHMAN AND WAKEFIELD LTD 897.0 $11K +805.0 +875.0% $12.59
1047 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 242.0 $11K +48.0 +24.7% $46.51 -6.3%
1048 PLMR PALOMAR HLDGS INC Financial Services 94.0 $11K +26.0 +38.2% $119.51 -4.7%
1049 BCPC BALCHEM CORP Basic Materials 66.0 $11K +15.0 +29.4% $169.48 -4.6%
1050 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 523.0 $11K +48.0 +10.1% $21.18 +5.5%
1051 ECPG ENCORE CAP GROUP INC Financial Services 157.0 $11K +117.0 +292.5% $70.12 +14.4%
1052 ALKS ALKERMES PLC Healthcare 233.0 $11K +117.0 +100.9% $47.20 -22.0%
1053 BBEU J P MORGAN EXCHANGE TRADED F 151.0 $11K +23.0 +18.0% $72.31 +7.2%
1054 MAX MEDIAALPHA INC Communication Services 1,172.0 $11K +73.0 +6.6% $9.30 -8.7%
1055 WSBF WATERSTONE FINL INC MD Financial Services 602.0 $11K +142.0 +30.9% $18.03 +1.7%
1056 ESAB ESAB CORPORATION Industrials 112.0 $11K +58.0 +107.4% $96.66 -5.0%
1057 MTX MINERALS TECHNOLOGIES INC Basic Materials 152.0 $11K +95.0 +166.7% $70.92 +8.3%
1058 FRHC FREEDOM HOLDING CORP Financial Services 74.0 $11K +9.0 +13.8% $144.89 -0.5%
1059 TDAY USA TODAY CO INC Communication Services 1,520.0 $11K +278.0 +22.4% $7.05 +7.2%
1060 ASIX ADVANSIX INC Basic Materials 436.0 $11K +322.0 +282.5% $24.40 -8.8%
Page 53 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%