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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 134 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 FWDI FORWARD INDUSTRIES INC COM NEW Consumer Cyclical 1,500.0 $7K NEW $4.43 +1.8%
2662 DLR DIGITAL RLTY TR INC Real Estate 37.0 $7K -1K -97.2% $178.92 +7.1%
2663 TREE LENDINGTREE INC Financial Services 154.0 $7K +127.0 +470.4% $42.88 -11.6%
2664 IGR CBRE GBL REAL ESTATE INC FD COM Financial Services 1,500.0 $7K $4.39 +6.4%
2665 SOC SABLE OFFSHORE CORP Energy 397.0 $7K +44.0 +12.5% $16.52 -20.5%
2666 TMDX TRANSMEDICS GROUP INC Healthcare 90.0 $6K +21.0 +30.4% $72.11 -2.7%
2667 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 1,000.0 $6K $6.48 +1.4%
2668 PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS Financial Services 500.0 $6K $12.93 +0.5%
2669 BGS B & G FOODS INC Consumer Defensive 279.0 $6K -1K -80.6% $23.12 -82.1%
2670 ATEN A10 NETWORKS INC Technology 1,341.0 $6K +1K +624.9% $4.81 +506.0%
2671 TNC TENNANT CO Industrials 97.0 $6K -79.0 -44.9% $66.40 +30.9%
2672 FLCH Franklin FTSE China ETF 287.0 $6K +115.0 +66.9% $22.39 -1.2%
2673 SEADRILL LTD 141.0 $6K -54.0 -27.7% $45.35
2674 FRPH FRP HLDGS INC Real Estate 292.0 $6K -198.0 -40.4% $21.88 +3.7%
2675 IIPR INNOVATIVE INDL PPTYS INC Real Estate 127.0 $6K -248.0 -66.1% $50.17 +15.1%
2676 CGNG CAPITAL GROUP NEW GEOGRAPHY 201.0 $6K $31.63 +16.0%
2677 GHC GRAHAM HLDGS CO Consumer Defensive 6.0 $6K +3.0 +100.0% $1057.33 +5.4%
2678 LUMN LUMEN TECHNOLOGIES INC Communication Services 912.0 $6K -619.0 -40.4% $6.95 +56.4%
2679 HP HELMERICH & PAYNE INC Energy 176.0 $6K -353.0 -66.7% $35.95 +7.1%
2680 CXM SPRINKLR INC Technology 998.0 $6K +696.0 +230.5% $6.30 -16.2%
Page 134 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%