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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 133 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 57.0 $7K -147.0 -72.1% $121.12 -2.8%
2642 COUR Coursera Inc Com Consumer Defensive 1,188.0 $7K +1K +4300.0% $5.80 -8.3%
2643 ACLX ARCELLX INC Healthcare 60.0 $7K -91.0 -60.3% $114.82 +0.2%
2644 IPGP IPG PHOTONICS CORP Technology 62.0 $7K -36.0 -36.7% $111.02 +5.4%
2645 NWBI NORTHWEST BANCSHARES INC Financial Services 542.0 $7K +424.0 +359.3% $12.69 +9.6%
2646 EAT Brinker International Inc Consumer Cyclical 48.0 $7K +44.0 +1100.0% $142.77 -0.9%
2647 AURA AURA BIOSCIENCES INC Healthcare 1,022.0 $7K +753.0 +279.9% $6.69 +14.5%
2648 BLSH BULLISH Technology 191.0 $7K NEW $35.73 -3.9%
2649 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 304.0 $7K -253.0 -45.4% $22.43 +20.3%
2650 JJSF J & J SNACK FOODS CORP Consumer Defensive 86.0 $7K +24.0 +38.7% $79.28 -2.4%
2651 BTG B2GOLD CORP Basic Materials 1,500.0 $7K -2K -50.0% $4.53 -0.2%
2652 SWBI SMITH & WESSON BRANDS INC Industrials 474.0 $7K +469.0 +9380.0% $14.33 +6.3%
2653 DFGX DIMENSIONAL ETF TRUST 129.0 $7K $52.46 +1.2%
2654 GNE GENIE ENERGY LTD Utilities 478.0 $7K +129.0 +37.0% $14.14 -0.8%
2655 IPI INTREPID POTASH INC Basic Materials 158.0 $7K -71.0 -31.0% $42.77 -9.4%
2656 KBH KB HOME Consumer Cyclical 130.0 $7K +59.0 +83.1% $51.75 -4.0%
2657 SHE SPDR SERIES TRUST 53.0 $7K NEW $126.83 +21.7%
2658 TQQQ PROSHARES TR 161.0 $7K $41.68 +95.9%
2659 LZ LEGALZOOM COM INC Industrials 1,182.0 $7K NEW $5.67 +12.7%
2660 OCCIDENTAL PETE CORP 156.0 $7K +1.0 +0.7% $42.90
Page 133 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%