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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 53 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 NWN NORTHWEST NAT HLDG CO Utilities 184.0 $10K -154.0 -45.6% $53.22 -6.2%
1042 QCRH QCR HLDGS INC COM Financial Services 112.0 $10K -104.0 -48.1% $85.45 +6.4%
1043 SSTK SHUTTERSTOCK INC Communication Services 576.0 $10K -413.0 -41.8% $16.61 -2.4%
1044 VTS VITESSE ENERGY INC Energy 523.0 $10K -660.0 -55.8% $18.17 -0.3%
1045 CCU COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR Consumer Defensive 837.0 $10K -1K -63.1% $11.35 +1.6%
1046 HIW HIGHWOODS PPTYS INC Real Estate 442.0 $9K -2K -80.5% $21.41 +19.8%
1047 CERIBELL INC 509.0 $9K -16.0 -3.0% $18.33
1048 SCI SERVICE CORP INTL Consumer Cyclical 113.0 $9K -90.0 -44.3% $82.51 -6.2%
1049 LNTH LANTHEUS HLDGS INC Healthcare 122.0 $9K -198.0 -61.9% $75.85 +35.8%
1050 IYT ISHARES TR 124.0 $9K -1K -89.0% $74.60 +9.2%
1051 ILF ISHARES LATIN AMERICA 40 ETF 260.0 $9K -189.0 -42.1% $35.52 -1.7%
1052 KMT KENNAMETAL INC Industrials 254.0 $9K -12K -97.8% $36.13 -0.1%
1053 SRCE 1ST SOURCE CORP Financial Services 132.0 $9K -1K -90.5% $69.21 +6.8%
1054 PNR PENTAIR PLC Industrials 106.0 $9K -201.0 -65.5% $85.94 -12.9%
1055 HIO WESTERN ASSET HIGH INCOME OPPO COM Financial Services 2,500.0 $9K -120.0 -4.6% $3.63 +0.0%
1056 EQBK EQUITY BANCSHARES INC Financial Services 204.0 $9K -30.0 -12.8% $44.41 +3.5%
1057 CVLT COMMVAULT SYS INC Technology 116.0 $9K -61.0 -34.5% $77.90 +37.7%
1058 NGVT INGEVITY CORP Basic Materials 122.0 $9K -54.0 -30.7% $73.97 -9.9%
1059 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 279.0 $9K -30.0 -9.7% $32.25 +3.1%
1060 CELH CELSIUS HLDGS INC Consumer Defensive 254.0 $9K -712.0 -73.7% $35.41 -14.9%
Page 53 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%