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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 49 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PATK PATRICK INDS INC Consumer Cyclical 131.0 $15K -420.0 -76.2% $111.39 -17.1%
962 WDFC WD 40 CO Basic Materials 71.0 $14K -172.0 -70.8% $203.94 +1.6%
963 XOP SPDR SERIES TRUST 79.0 $14K -11.0 -12.2% $181.84 -8.7%
964 CATY CATHAY GEN BANCORP Financial Services 288.0 $14K -266.0 -48.0% $49.86 +16.5%
965 IYE ISHARES TR 220.0 $14K -1K -82.6% $64.77 -5.2%
966 IMMUNITYBIO INC 1,855.0 $14K -20K -91.6% $7.67
967 TU TELUS CORPORATION COM Communication Services 1,103.0 $14K -602.0 -35.3% $12.83 -2.1%
968 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 52.0 $14K -162.0 -75.7% $269.10 +52.2%
969 QXO QXO INC Industrials 1,214.0 $14K -95.0 -7.3% $11.50 +49.2%
970 VPG VISHAY PRECISION GROUP INC Technology 320.0 $14K -73.0 -18.6% $43.42 +184.2%
971 ITRI ITRON INC Technology 154.0 $14K -90.0 -36.9% $89.64 -5.8%
972 PENN PENN ENTERTAINMENT INC Consumer Cyclical 918.0 $14K -525.0 -36.4% $15.03 +13.5%
973 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 1,000.0 $14K -2K -60.9% $13.79 +8.0%
974 HYDB ISHARES TR 296.0 $14K -2K -85.7% $46.52 +0.8%
975 FDBC FIDELITY D & D BANCORP INC Financial Services 318.0 $14K -11.0 -3.3% $43.28 +5.7%
976 KELYA KELLY SVCS INC Industrials 1,549.0 $14K -3K -65.4% $8.85 +22.1%
977 STLA STELLANTIS N.V Consumer Cyclical 1,935.0 $14K -196.0 -9.2% $7.08 +10.3%
978 GNK GENCO SHIPPING & TRADING LTD Industrials 601.0 $14K -63.0 -9.5% $22.55 +4.7%
979 HRI HERC HLDGS INC Industrials 136.0 $14K -367.0 -73.0% $99.55 +36.3%
980 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 253.0 $14K -48.0 -15.9% $53.41 -10.1%
Page 49 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%