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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 57 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 HCKT HACKETT GROUP INC Technology 642.0 $8K +640.0 +10000.0% $13.01 -14.6%
1122 MVBF MVB FINL CORP Financial Services 336.0 $8K +7.0 +2.1% $24.83 +3.8%
1123 GIII G III APPAREL GROUP LTD Consumer Cyclical 296.0 $8K +264.0 +825.0% $27.99 +10.1%
1124 TRN TRINITY INDS INC Industrials 256.0 $8K +19.0 +8.0% $32.18 +1.7%
1125 GTY GETTY RLTY CORP NEW Real Estate 259.0 $8K +157.0 +153.9% $31.80 +4.5%
1126 BLMN BLOOMIN BRANDS INC Consumer Cyclical 1,478.0 $8K +981.0 +197.4% $5.56 +40.6%
1127 AUPH Aurinia Pharma Inc Healthcare 554.0 $8K +552.0 +10000.0% $14.82 +2.7%
1128 ZD ZIFF DAVIS INC Communication Services 195.0 $8K +147.0 +306.2% $41.96 -0.6%
1129 BBAX J P MORGAN EXCHANGE TRADED F 137.0 $8K +17.0 +14.2% $59.39 +3.4%
1130 FCPT FOUR CORNERS PPTY TR INC Real Estate 344.0 $8K +100.0 +41.0% $23.65 +6.0%
1131 DRH DIAMONDROCK HOSPITALITY CO Real Estate 868.0 $8K +141.0 +19.4% $9.37 +14.3%
1132 DEA EASTERLY GOVT PPTYS INC Real Estate 377.0 $8K +28.0 +8.0% $21.43 +10.8%
1133 GRC GORMAN RUPP CO Industrials 130.0 $8K +11.0 +9.2% $62.13 +16.9%
1134 VGLT VANGUARD SCOTTSDALE FDS 145.0 $8K +20.0 +16.0% $55.36 -2.2%
1135 STHO STAR HLDGS Real Estate 1,056.0 $8K +19.0 +1.8% $7.57 +13.7%
1136 SLP SIMULATIONS PLUS INC Healthcare 675.0 $8K +454.0 +205.4% $11.82 +30.0%
1137 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 1,411.0 $8K +409.0 +40.8% $5.58 +69.2%
1138 RPC RIDGEPOST CAP INC Financial Services 1,083.0 $8K +733.0 +209.4% $7.26 +14.0%
1139 KODK EASTMAN KODAK CO Industrials 868.0 $8K +36.0 +4.3% $9.05 +8.5%
1140 CIM CHIMERA INVT CORP Real Estate 605.0 $8K +401.0 +196.6% $12.93 +2.5%
Page 57 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%