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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 60 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 JAMES RIV GROUP HOLDINGS INC 1,048.0 $6K +141.0 +15.6% $6.00
1182 RGNX REGENXBIO INC Healthcare 742.0 $6K +400.0 +117.0% $8.38 -24.2%
1183 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 685.0 $6K +113.0 +19.8% $9.01 +17.8%
1184 MLKN MILLERKNOLL INC Consumer Cyclical 425.0 $6K +284.0 +201.4% $14.46 +6.8%
1185 SOUNDTHINKING INC 925.0 $6K +682.0 +280.7% $6.62
1186 CNOB CONNECTONE BANCORP INC Financial Services 228.0 $6K +68.0 +42.5% $26.77 +11.2%
1187 PRAA PRA GROUP INC Financial Services 347.0 $6K +65.0 +23.1% $17.50 -16.3%
1188 RDW REDWIRE CORPORATION Industrials 714.0 $6K +58.0 +8.8% $8.50 +105.8%
1189 PCVX VAXCYTE INC Healthcare 104.0 $6K +12.0 +13.0% $58.12 -18.6%
1190 HAFC HANMI FINL CORP Financial Services 228.0 $6K +122.0 +115.1% $26.36 +14.4%
1191 FC FRANKLIN COVEY CO Industrials 380.0 $6K +375.0 +7500.0% $15.79 +49.9%
1192 ALRS ALERUS FINL CORP Financial Services 253.0 $6K +124.0 +96.1% $23.71 +18.3%
1193 LPTH LIGHTPATH TECHNOLOGIES INC Technology 596.0 $6K +403.0 +208.8% $10.03 +69.0%
1194 IRWD Ironwood Pharmaceuticals Inc Healthcare 1,703.0 $6K +2K +7304.4% $3.51 +11.7%
1195 JOE ST JOE CO Real Estate 95.0 $6K +69.0 +265.4% $62.81 +1.6%
1196 MBWM MERCANTILE BK CORP Financial Services 118.0 $6K +10.0 +9.3% $50.50 +3.4%
1197 UXRP Proshares Tr Ultra Xrp Etf 1,606.0 $6K +1K +1047.1% $3.69 -6.5%
1198 UVE UNIVERSAL INS HLDGS INC Financial Services 172.0 $6K +3.0 +1.8% $34.16 +14.1%
1199 LIVN LIVANOVA PLC Healthcare 92.0 $6K +75.0 +441.2% $63.57 +16.1%
1200 OSPN ONESPAN INC Technology 555.0 $6K +283.0 +104.0% $10.53 +24.6%
Page 60 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%