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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 71 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CBRL Cracker Barrel Old Country Store Consumer Cyclical 54.0 $2K +29.0 +116.0% $28.11 +13.1%
1402 MADE ISHARES TR 46.0 $2K +1.0 +2.2% $32.98 +10.2%
1403 UTMD UTAH MED PRODS INC Healthcare 24.0 $1K +9.0 +60.0% $62.00 +3.5%
1404 ACNB ACNB CORP Financial Services 31.0 $1K +2.0 +6.9% $47.90 +14.3%
1405 GAMB Gambling.com Group Ltd Consumer Cyclical 353.0 $1K +340.0 +2615.4% $4.20 -41.2%
1406 JBIO JADE BIOSCIENCES INC Healthcare 104.0 $1K +101.0 +3366.7% $14.05 +67.0%
1407 RMR RMR GROUP INC Real Estate 94.0 $1K +52.0 +123.8% $15.47 +28.1%
1408 GTN GRAY MEDIA INC Communication Services 332.0 $1K +102.0 +44.4% $4.34 -4.8%
1409 ROCK GIBRALTAR INDS INC Industrials 36.0 $1K +5.0 +16.1% $39.89 -11.9%
1410 CTO CTO Realty Growth Inc. Real Estate 61.0 $1K +53.0 +662.5% $23.39 -12.5%
1411 NVAX NOVAVAX INC Healthcare 175.0 $1K +76.0 +76.8% $8.14 +10.3%
1412 GREIF INC 16.0 $1K +8.0 +100.0% $87.56
1413 ATRC ATRICURE INC Healthcare 49.0 $1K +31.0 +172.2% $28.53 +1.0%
1414 FLOC FLOWCO HLDGS INC Energy 67.0 $1K +65.0 +3250.0% $20.60 +33.0%
1415 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 68.0 $1K +9.0 +15.2% $20.09 +16.7%
1416 MAPS WM TECHNOLOGY INC Technology 2,057.0 $1K +193.0 +10.3% $0.66 -43.8%
1417 PBYI Puma Biotechnology Inc Healthcare 2,183.0 $1K +2K +10000.0% $0.61 +1046.8%
1418 SPT SPROUT SOCIAL INC Technology 224.0 $1K +106.0 +89.8% $5.70 +19.3%
1419 NATR Natures Sunshine Products Consumer Defensive 53.0 $1K +47.0 +783.3% $23.98 -8.8%
1420 EWCZ European Wax Center Inc A Consumer Defensive 214.0 $1K +196.0 +1088.9% $5.78 +0.7%
Page 71 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%