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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 45 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NSA NATIONAL STORAGE AFFILIATES Real Estate 582.0 $22K 0.00% -92.0 -13.7% $37.74 +13.2%
882 CHY Calamos Convertible & High Income Fund Financial Services 2,000.0 $22K 0.00% -850.0 -29.8% $10.89 +19.7%
883 CENX CENTURY ALUM CO Basic Materials 365.0 $21K 0.00% -536.0 -59.5% $58.69 +13.9%
884 IX ORIX CORP Financial Services 714.0 $21K 0.00% -1K -65.1% $29.99 +33.1%
885 AFRM AFFIRM HLDGS INC Technology 458.0 $21K 0.00% -3K -86.5% $45.82 +51.2%
886 MTRN MATERION CORP Basic Materials 144.0 $21K 0.00% -172.0 -54.4% $144.58 +54.2%
887 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 1,494.0 $21K 0.00% -1K -41.4% $13.90 -1.6%
888 AXSM AXSOME THERAPEUTICS INC. Healthcare 107.0 $21K 0.00% -87.0 -44.9% $193.86 +20.8%
889 L LOEWS CORP Financial Services 194.0 $21K 0.00% -229.0 -54.1% $106.74 +2.2%
890 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,382.0 $21K 0.00% -39.0 -2.7% $14.87 +5.3%
891 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 801.0 $20K 0.00% -163.0 -16.9% $25.02 +18.0%
892 HAP VanEck Natural Resources ETF 276.0 $20K 0.00% -1K -82.9% $72.50 +0.1%
893 EGBN EAGLE BANCORPORATION INC Financial Services 800.0 $20K 0.00% -286.0 -26.3% $24.87 +8.5%
894 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 415.0 $20K 0.00% -1K -75.6% $47.16 +8.1%
895 AGM FEDERAL AGRIC MTG CORP Financial Services 132.0 $20K 0.00% -150.0 -53.2% $148.17 +20.8%
896 FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR Healthcare 866.0 $20K 0.00% -747.0 -46.3% $22.56 -4.3%
897 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 831.0 $19K 0.00% -766.0 -48.0% $23.14 +5.0%
898 APLD APPLIED DIGITAL CORP Technology 803.0 $19K 0.00% -4K -83.7% $23.74 +90.1%
899 SJNK SPDR SERIES TRUST 763.0 $19K 0.00% -200.0 -20.8% $24.98 +0.5%
900 AVAV AEROVIRONMENT INC Industrials 104.0 $19K 0.00% -153.0 -59.5% $183.05 -0.4%
Page 45 of 73  ·  1,460 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%