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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 59 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AMPL AMPLITUDE INC Technology 1,037.0 $7K +669.0 +181.8% $6.82 -1.8%
1162 MLR MILLER INDS INC TENN Consumer Cyclical 155.0 $7K +47.0 +43.5% $45.55 +2.2%
1163 DAWN Day One Biopharmaceuticals Inc Healthcare 323.0 $7K +311.0 +2591.7% $21.44 +0.4%
1164 MYE MYERS INDS INC Consumer Cyclical 326.0 $7K +182.0 +126.4% $21.18 +5.2%
1165 COUR Coursera Inc Com Consumer Defensive 1,188.0 $7K +1K +4300.0% $5.80 -8.3%
1166 NWBI NORTHWEST BANCSHARES INC Financial Services 542.0 $7K +424.0 +359.3% $12.69 +10.1%
1167 EAT Brinker International Inc Consumer Cyclical 48.0 $7K +44.0 +1100.0% $142.77 -3.8%
1168 AURA AURA BIOSCIENCES INC Healthcare 1,022.0 $7K +753.0 +279.9% $6.69 +13.6%
1169 JJSF J & J SNACK FOODS CORP Consumer Defensive 86.0 $7K +24.0 +38.7% $79.28 -6.0%
1170 SWBI SMITH & WESSON BRANDS INC Industrials 474.0 $7K +469.0 +9380.0% $14.33 +7.9%
1171 GNE GENIE ENERGY LTD Utilities 478.0 $7K +129.0 +37.0% $14.14 -1.5%
1172 KBH KB HOME Consumer Cyclical 130.0 $7K +59.0 +83.1% $51.75 -6.1%
1173 OCCIDENTAL PETE CORP 156.0 $7K +1.0 +0.7% $42.90
1174 TREE LENDINGTREE INC Financial Services 154.0 $7K +127.0 +470.4% $42.88 -15.1%
1175 SOC SABLE OFFSHORE CORP Energy 397.0 $7K +44.0 +12.5% $16.52 -10.8%
1176 TMDX TRANSMEDICS GROUP INC Healthcare 90.0 $6K +21.0 +30.4% $72.11 -4.4%
1177 ATEN A10 NETWORKS INC Technology 1,341.0 $6K +1K +624.9% $4.81 +506.2%
1178 FLCH Franklin FTSE China ETF 287.0 $6K +115.0 +66.9% $22.39 -1.0%
1179 GHC GRAHAM HLDGS CO Consumer Defensive 6.0 $6K +3.0 +100.0% $1057.33 +4.5%
1180 CXM SPRINKLR INC Technology 998.0 $6K +696.0 +230.5% $6.30 -16.4%
Page 59 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%