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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 63 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SFIX STITCH FIX INC COM CL A Consumer Cyclical 1,451.0 $5K +988.0 +213.4% $3.31 +0.6%
1242 FOR FORESTAR GROUP INC Real Estate 196.0 $5K +99.0 +102.1% $24.44 +6.1%
1243 TRC TEJON RANCH CO Industrials 253.0 $5K +2.0 +0.8% $18.84 +2.2%
1244 CMCL CALEDONIA MNG CORP Basic Materials 199.0 $5K +121.0 +155.1% $23.84 -4.4%
1245 ARVN ARVINAS INC Healthcare 445.0 $5K +70.0 +18.7% $10.60 -14.3%
1246 UDMY UDEMY INC Consumer Defensive 1,020.0 $5K +690.0 +209.1% $4.62 +0.2%
1247 LXU LSB INDS INC Basic Materials 315.0 $5K +14.0 +4.7% $14.90 -12.5%
1248 RCKT Rocket Pharmaceuticals Inc Healthcare 1,309.0 $5K +1K +3640.0% $3.58 -17.3%
1249 ANIK ANIKA THERAPEUTICS INC Healthcare 322.0 $5K +36.0 +12.6% $14.50 +2.6%
1250 OFIX ORTHOFIX MED INC Healthcare 407.0 $5K +399.0 +4987.5% $11.47 -6.3%
1251 AROW ARROW FINL CORP Financial Services 139.0 $5K +36.0 +35.0% $33.58 +9.7%
1252 CLDT CHATHAM LODGING TR Real Estate 587.0 $5K +575.0 +4791.7% $7.87 +36.0%
1253 Amer Sports Inc 138.0 $5K +134.0 +3350.0% $33.28
1254 NEOG NEOGEN CORP Healthcare 493.0 $5K +293.0 +146.5% $9.29 -4.2%
1255 MGY MAGNOLIA OIL & GAS CORP Energy 145.0 $5K +17.0 +13.3% $31.57 -7.4%
1256 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 505.0 $5K +459.0 +997.8% $8.96 -7.5%
1257 FMBH FIRST MID BANCSHARES INC Financial Services 109.0 $4K +26.0 +31.3% $41.20 +5.8%
1258 NUAI NEW ERA ENERGY & DIGITAL INC Energy 1,103.0 $4K +103.0 +10.3% $4.06 +9.1%
1259 SVV SAVERS VALUE VLG INC Consumer Cyclical 596.0 $4K +211.0 +54.8% $7.44 +10.2%
1260 BKE BUCKLE INC Consumer Cyclical 88.0 $4K +71.0 +417.6% $50.36 -2.1%
Page 63 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%