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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 129 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 MAT MATTEL INC Consumer Cyclical 559.0 $8K -850.0 -60.3% $14.53 +2.1%
2562 DEA EASTERLY GOVT PPTYS INC Real Estate 377.0 $8K +28.0 +8.0% $21.43 +13.7%
2563 GRC GORMAN RUPP CO Industrials 130.0 $8K +11.0 +9.2% $62.13 +20.6%
2564 ALMS ALUMIS INC Healthcare 366.0 $8K -670.0 -64.7% $22.03 -4.0%
2565 BUFG FIRST TR EXCHNG TRADED FD VI 300.0 $8K $26.86 +9.0%
2566 VGLT VANGUARD SCOTTSDALE FDS 145.0 $8K +20.0 +16.0% $55.36 -1.1%
2567 IYZ ISHARES TR 204.0 $8K -152.0 -42.7% $39.32 +13.8%
2568 STHO STAR HLDGS Real Estate 1,056.0 $8K +19.0 +1.8% $7.57 +16.9%
2569 SLP SIMULATIONS PLUS INC Healthcare 675.0 $8K +454.0 +205.4% $11.82 +39.0%
2570 ESGD ISHARES TR 83.0 $8K -317.0 -79.2% $95.80 +8.2%
2571 MED MEDIFAST INC Consumer Cyclical 778.0 $8K -11K -93.3% $10.19 +27.0%
2572 FRO FRONTLINE PLC Energy 227.0 $8K -120.0 -34.6% $34.86 -0.2%
2573 SOUTH BOW CORP 237.0 $8K -91.0 -27.7% $33.38
2574 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 1,411.0 $8K +409.0 +40.8% $5.58 +69.9%
2575 PHI PLDT INC SPONSORED ADR Communication Services 374.0 $8K -1K -78.1% $21.04 -11.5%
2576 MIDCAP FINANCIAL INVSTMNT CORP COM NEW 700.0 $8K -2K -71.1% $11.24
2577 RPC RIDGEPOST CAP INC Financial Services 1,083.0 $8K +733.0 +209.4% $7.26 +15.6%
2578 KODK EASTMAN KODAK CO Industrials 868.0 $8K +36.0 +4.3% $9.05 +10.3%
2579 ASGN ASGN INC Technology 210.0 $8K -37.0 -15.0% $37.30 -43.8%
2580 CIM CHIMERA INVT CORP Real Estate 605.0 $8K +401.0 +196.6% $12.93 +4.7%
Page 129 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%