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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 14 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HAIN Hain Celestial Group Inc Consumer Defensive 470.0 $328.0 NEW $0.70 +11.5%
262 CQP CHENIERE ENERGY PARTNERS L P Energy 5.0 $324.0 NEW $64.80 -2.2%
263 ATLC Atlanticus Holdings Corporation Financial Services 6.0 $315.0 NEW $52.50 +58.4%
264 UNTY Unity Bancorp Inc Financial Services 6.0 $311.0 NEW $51.83 +5.3%
265 MXCT Maxcyte Inc Com Stk Usd0.01 (Di) Isin #Us57777k1060 Healthcare 227.0 $308.0 NEW $1.36 -23.4%
266 SVC Service PPTYS TR Real Estate 439.0 $308.0 NEW $0.70 +143.7%
267 ACTG Acacia Research Technologies Industrials 63.0 $303.0 NEW $4.81 -3.1%
268 CXDO Crexendo Inc Communication Services 49.0 $302.0 NEW $6.16 +55.9%
269 SPFI South Plains Financial Inc Financial Services 7.0 $293.0 NEW $41.86 -3.2%
270 DH Definitive Healthcare Corporation Class A Healthcare 21.0 $280.0 NEW $13.33 -93.6%
271 Ascent Industries Co 228.0 $280.0 NEW $1.23
272 VMD Viemed Healthcare Healthcare 30.0 $276.0 NEW $9.20 +4.9%
273 INNV Innovage Hldg Corp Com Healthcare 34.0 $273.0 NEW $8.03 -10.3%
274 METCB Ramaco Res Inc Energy 25.0 $255.0 NEW $10.20 -0.9%
275 MPAA Motorcar Parts of America Inc Consumer Cyclical 6.0 $254.0 NEW $42.33 -74.2%
276 ATLO Ames National Corp Financial Services 9.0 $254.0 NEW $28.22 +2.0%
277 PKOH Park-Ohio Holdings Corp Industrials 10.0 $240.0 NEW $24.00 +29.8%
278 LENZ Lenz Therapeutics Inc Healthcare 26.0 $238.0 NEW $9.15 -17.5%
279 PNRG PrimeEnergy Resources Corp Energy 1.0 $233.0 NEW $233.00 +11.3%
280 BRCB Black Rock Coffee Bar Inc Consumer Defensive 18.0 $233.0 NEW $12.94 -47.4%
Page 14 of 21  ·  407 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%