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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 48 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 DVA DAVITA INC Healthcare 104.0 $16K -224.0 -68.3% $157.18 +24.4%
942 CGMS CAPITAL GRP FIXED INCM ETF T 600.0 $16K -367.0 -38.0% $27.23 +1.1%
943 TILE INTERFACE INC Consumer Cyclical 655.0 $16K -68.0 -9.4% $24.92 +17.8%
944 TRMK TRUSTMARK CORP Financial Services 387.0 $16K -77.0 -16.6% $42.14 +6.3%
945 HSTM HEALTHSTREAM INC Healthcare 777.0 $16K -135.0 -14.8% $20.72 +17.6%
946 WAT WATERS CORP Healthcare 54.0 $16K -702.0 -92.9% $297.81 +13.7%
947 UHAL U HAUL HOLDING COMPANY Industrials 334.0 $16K -325.0 -49.3% $47.97 +6.5%
948 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,697.0 $16K -14K -89.2% $9.42 +61.2%
949 KIM KIMCO REALTY CORP Real Estate 706.0 $16K -2K -72.7% $22.49 +9.1%
950 ACHR ARCHER AVIATION INC Industrials 2,467.0 $16K -4K -59.9% $6.43 +1.2%
951 BHE BENCHMARK ELECTRS INC Technology 278.0 $16K -139.0 -33.3% $56.06 +58.8%
952 AEHR AEHR TEST SYS Technology 420.0 $16K -414.0 -49.6% $37.08 +196.4%
953 MBIN MERCHANTS BANCORP IND Financial Services 356.0 $15K -14.0 -3.8% $42.91 +9.0%
954 AMBA AMBARELLA INC Technology 294.0 $15K -63.0 -17.6% $51.48 +81.8%
955 KALU KAISER ALUMINIUM CORPORATION Basic Materials 124.0 $15K -17.0 -12.1% $120.52 +54.0%
956 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 255.0 $15K -312.0 -55.0% $58.37 +0.4%
957 BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR Basic Materials 412.0 $15K -1K -76.2% $36.04 -2.6%
958 ERO ERO COPPER CORP Basic Materials 556.0 $15K -165.0 -22.9% $26.66 +8.2%
959 BNS BANK NOVA SCOTIA B C COM Financial Services 213.0 $15K -772.0 -78.4% $69.31 +16.0%
960 ESQ ESQUIRE FINL HLDGS INC Financial Services 136.0 $15K -95.0 -41.1% $107.63 +4.6%
Page 48 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%