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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 64 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 WLY WILEY JOHN & SONS INC Communication Services 116.0 $4K +93.0 +404.4% $38.10 +11.1%
1262 CRNC CERENCE INC Technology 697.0 $4K +474.0 +212.6% $6.31 +74.0%
1263 RWX SPDR INDEX SHS FDS 165.0 $4K +132.0 +400.0% $26.62 +2.9%
1264 NTST NETSTREIT CORP Real Estate 233.0 $4K +117.0 +100.9% $18.83 +8.5%
1265 KURA Kura Oncology Inc Healthcare 522.0 $4K +506.0 +3162.5% $8.38 +34.3%
1266 CARG CARGURUS INC Consumer Cyclical 128.0 $4K +31.0 +32.0% $34.05 -17.1%
1267 KOP KOPPERS HOLDINGS INC Basic Materials 112.0 $4K +4.0 +3.7% $38.69 +4.3%
1268 PSTL POSTAL REALTY TRUST INC Real Estate 192.0 $4K +143.0 +291.8% $22.53 +5.1%
1269 PAYSAFE LIMITED 631.0 $4K +529.0 +518.6% $6.81
1270 FYC FIRST TR EXCHANGE-TRADED ALP 44.0 $4K +18.0 +69.2% $97.64 +17.2%
1271 KROS KEROS THERAPEUTICS INC Healthcare 389.0 $4K +373.0 +2331.2% $11.04 +1.3%
1272 UPST UPSTART HLDGS INC Financial Services 167.0 $4K +60.0 +56.1% $25.65 +11.3%
1273 OCFC OCEANFIRST FINL CORP Financial Services 400.0 $4K +277.0 +225.2% $10.69 +75.1%
1274 OCUL OCULAR THERAPEUTIX INC Healthcare 503.0 $4K +125.0 +33.1% $8.47 -2.8%
1275 AAT AMERICAN ASSETS TR INC Real Estate 230.0 $4K +91.0 +65.5% $18.41 +23.7%
1276 TWST TWIST BIOSCIENCE CORP Healthcare 89.0 $4K +17.0 +23.6% $47.53 +27.4%
1277 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 101.0 $4K +53.0 +110.4% $41.81 +1.4%
1278 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 697.0 $4K +479.0 +219.7% $6.05 +3.1%
1279 UFCS UNITED FIRE GROUP INC Financial Services 112.0 $4K +77.0 +220.0% $37.06 +27.3%
1280 SRRK SCHOLAR ROCK HLDG CORP Healthcare 86.0 $4K +61.0 +244.0% $48.16 -0.1%
Page 64 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%