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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 150 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 ALRM ALARM COM HLDGS INC Technology 70.0 $3K -41.0 -36.9% $43.20 +1.1%
2982 GAMESTOP CORP 131.0 $3K +121.0 +1210.0% $23.05
2983 SNCY SUN CTRY AIRLS HLDGS INC Industrials 180.0 $3K -33.0 -15.5% $16.52 -2.1%
2984 BUFF INNOVATOR ETFS TRUST 60.0 $3K NEW $49.42 +6.1%
2985 PECO PHILLIPS EDISON & CO INC Real Estate 79.0 $3K -175.0 -68.9% $37.43 +9.1%
2986 PII POLARIS INC Consumer Cyclical 54.0 $3K -3K -98.4% $54.63 +24.7%
2987 FRPT FRESHPET INC Consumer Defensive 50.0 $3K -210.0 -80.8% $58.98 -13.5%
2988 NUMI NUVEEN MUNICIPAL INCOME ETF 118.0 $3K NEW $24.95 +0.2%
2989 TFII TRANSFORCE INC Industrials 27.0 $3K -104.0 -79.4% $108.59 +38.7%
2990 OBT ORANGE CNTY BANCORP INC Financial Services 91.0 $3K +9.0 +11.0% $31.99 +6.3%
2991 GDYN GRID DYNAMICS HLDGS INC Technology 508.0 $3K +486.0 +2209.1% $5.70 +24.0%
2992 FMAG Fidelity Magellan Etf 45.0 $3K -15K -99.7% $63.93 -43.1%
2993 SMBC Southern Missouri Bancorp Inc Financial Services 91.0 $3K +90.0 +9000.0% $31.62 +118.5%
2994 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 132.0 $3K -95.0 -41.9% $21.74 -2.7%
2995 THRM GENTHERM INC Consumer Cyclical 103.0 $3K +31.0 +43.1% $27.79 +21.1%
2996 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 180.0 $3K +100.0 +125.0% $15.89 +10.1%
2997 TGTX TG THERAPEUTICS INC Healthcare 86.0 $3K -49.0 -36.3% $33.23 +18.3%
2998 SEZL SEZZLE INC Financial Services 45.0 $3K -12K -99.6% $63.29 +74.2%
2999 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 1,613.0 $3K +89.0 +5.8% $1.76 +102.5%
3000 BUR BURFORD CAPITAL LIMITED Financial Services 628.0 $3K +582.0 +1265.2% $4.52 +2.9%
Page 150 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%