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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 128 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 BV BRIGHTVIEW HLDGS INC Industrials 714.0 $8K -9.0 -1.2% $11.79 +8.9%
2542 ADEA ADEIA INC Technology 349.0 $8K +48.0 +15.9% $24.03 +14.2%
2543 GGG GRACO INC Industrials 99.0 $8K -120.0 -54.8% $84.66 -11.0%
2544 HASI HA Sustainable Infra Cap Financial Services 215.0 $8K +156.0 +264.4% $38.97 +7.1%
2545 HCKT HACKETT GROUP INC Technology 642.0 $8K +640.0 +10000.0% $13.01 -12.3%
2546 MVBF MVB FINL CORP Financial Services 336.0 $8K +7.0 +2.1% $24.83 +6.4%
2547 GIII G III APPAREL GROUP LTD Consumer Cyclical 296.0 $8K +264.0 +825.0% $27.99 +17.4%
2548 BOC BOSTON OMAHA CORP Communication Services 708.0 $8K NEW $11.68 +15.9%
2549 ELVR ELEVRA LITHIUM LTD SPONSORED ADS Basic Materials 140.0 $8K $58.90 +51.9%
2550 TRN TRINITY INDS INC Industrials 256.0 $8K +19.0 +8.0% $32.18 -0.3%
2551 GTY GETTY RLTY CORP NEW Real Estate 259.0 $8K +157.0 +153.9% $31.80 +3.5%
2552 RYN RAYONIER INC Real Estate 399.0 $8K -42.0 -9.5% $20.62 +2.5%
2553 BLMN BLOOMIN BRANDS INC Consumer Cyclical 1,478.0 $8K +981.0 +197.4% $5.56 +49.5%
2554 LSBK LAKE SHORE BANCORP INC Financial Services 541.0 $8K $15.18 +2.6%
2555 AUPH Aurinia Pharma Inc Healthcare 554.0 $8K +552.0 +10000.0% $14.82 +3.3%
2556 ZD ZIFF DAVIS INC Communication Services 195.0 $8K +147.0 +306.2% $41.96 +8.9%
2557 WTI W & T OFFSHORE INC Energy 2,390.0 $8K $3.41 +8.6%
2558 BBAX J P MORGAN EXCHANGE TRADED F 137.0 $8K +17.0 +14.2% $59.39 +3.6%
2559 FCPT FOUR CORNERS PPTY TR INC Real Estate 344.0 $8K +100.0 +41.0% $23.65 +5.2%
2560 DRH DIAMONDROCK HOSPITALITY CO Real Estate 868.0 $8K +141.0 +19.4% $9.37 +19.8%
Page 128 of 189  ·  3,766 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%