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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 146 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 SFL SFL CORPORATION LTD Industrials 362.0 $4K +154.0 +74.0% $10.79 +11.8%
2902 XOVR ENTREPRENEURSHARES SERIES TR 231.0 $4K +131.0 +131.0% $16.89 +16.4%
2903 RUM RUMBLE INC Technology 765.0 $4K -84.0 -9.9% $5.10 +74.7%
2904 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 371.0 $4K +75.0 +25.3% $10.48 +10.1%
2905 RMBS RAMBUS INC DEL Technology 45.0 $4K -1K -97.0% $86.04 +82.7%
2906 PHIN PHINIA INC Consumer Cyclical 52.0 $4K +33.0 +173.7% $74.37 +3.4%
2907 NICE NICE LTD SPONSORED ADR Technology 35.0 $4K -140.0 -80.0% $110.26 -14.6%
2908 FTAI AVIATION LTD 15.0 $4K -56.0 -78.9% $256.80
2909 CORZ CORE SCIENTIFIC INC NEW Technology 96.0 $4K +60.0 +166.7% $40.10 -34.2%
2910 CLFD Clearfield Inc Technology 71.0 $4K +68.0 +2266.7% $54.15 -13.1%
2911 LILAK LIBERTY LATIN AMERICA LTD Communication Services 434.0 $4K +137.0 +46.1% $8.82 -7.6%
2912 ARKO ARKO CORP Consumer Cyclical 688.0 $4K -437.0 -38.8% $5.56 +34.9%
2913 FLGT FULGENT GENETICS INC Healthcare 240.0 $4K +115.0 +92.0% $15.90 +11.1%
2914 J P MORGAN EXCHANGE TRADED F 62.0 $4K -2K -97.1% $61.32
2915 MMSI MERIT MED SYS INC Healthcare 210.0 $4K $18.05 +257.4%
2916 UPBOUND GROUP INC 55.0 $4K -2K -96.6% $68.93
2917 IXP iShares Global Comm Services ETF 33.0 $4K -98.0 -74.8% $114.85 +8.4%
2918 ALIT ALIGHT INC COM CL A Technology 6,485.0 $4K +6K +2624.8% $0.58 +52.0%
2919 KE KIMBALL ELECTRONICS INC Industrials 159.0 $4K -495.0 -75.7% $23.70 +8.0%
2920 TDC TERADATA CORP DEL Technology 68.0 $4K +33.0 +94.3% $55.40 -39.8%
Page 146 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%