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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 58 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 GBCI GLACIER BANCORP INC NEW Financial Services 175.0 $8K +2.0 +1.2% $44.67 +6.7%
1142 EVER EVERQUOTE INC Communication Services 484.0 $8K +451.0 +1366.7% $16.09 +17.3%
1143 ANDE ANDERSONS INC Consumer Defensive 108.0 $8K +61.0 +129.8% $71.79 -1.3%
1144 MXL MAXLINEAR INC Technology 445.0 $8K +43.0 +10.7% $17.39 +470.2%
1145 BHB BAR HBR BANKSHARES Financial Services 236.0 $8K +18.0 +8.3% $32.45 +6.8%
1146 CMPR CIMPRESS PLC Communication Services 85.0 $8K +49.0 +136.1% $89.91 +13.9%
1147 AVBP ARRIVENT BIOPHARMA INC Healthcare 330.0 $8K +139.0 +72.8% $23.07 +15.9%
1148 OPCH OPTION CARE HEALTH INC Healthcare 326.0 $8K +78.0 +31.4% $23.31 -10.2%
1149 WABC West America BanCorp Financial Services 144.0 $8K +141.0 +4700.0% $52.15 +6.1%
1150 BLKB BLACKBAUD INC Technology 194.0 $7K +107.0 +123.0% $38.61 -23.4%
1151 NOVT NOVANTA INC Technology 56.0 $7K +20.0 +55.6% $132.96 +20.1%
1152 BCBP BCB BANCORP INC Financial Services 826.0 $7K +268.0 +48.0% $8.98 +10.3%
1153 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 126.0 $7K +24.0 +23.5% $58.66 +8.1%
1154 SCHL SCHOLASTIC CORP Communication Services 189.0 $7K +24.0 +14.6% $39.06 +4.2%
1155 TALO TALOS ENERGY INC Energy 468.0 $7K +75.0 +19.1% $15.76 +1.8%
1156 QTTB Q32 BIO INC COM Healthcare 1,148.0 $7K +37.0 +3.3% $6.42 -9.7%
1157 INGRAM MICRO HLDG CORP 314.0 $7K +125.0 +66.1% $23.31
1158 CERS CERUS CORP COM Healthcare 3,983.0 $7K +633.0 +18.9% $1.82 +48.9%
1159 CWEN CLEARWAY ENERGY INC Utilities 184.0 $7K +74.0 +67.3% $39.07 -0.3%
1160 WERN Werner Enterprises Inc Industrials 241.0 $7K +152.0 +170.8% $29.41 +35.3%
Page 58 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%