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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 153 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 268.0 $2K -185.0 -40.8% $9.31 -5.3%
3042 INTERNATIONAL BANCSHARES CORP COM 37.0 $2K -206.0 -84.8% $67.30
3043 BNTX BIONTECH SE Healthcare 28.0 $2K +23.0 +460.0% $88.89 +2.7%
3044 MITK MITEK SYS INC Technology 184.0 $2K +144.0 +360.0% $13.51 +19.6%
3045 INOD INNODATA INC Technology 64.0 $2K -4.0 -5.9% $38.62 +154.6%
3046 HTBK Heritage M Corp Financial Services 198.0 $2K +182.0 +1137.5% $12.48 +7.8%
3047 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 10.0 $2K -25.0 -71.4% $246.90 -2.8%
3048 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 527.0 $2K +387.0 +276.4% $4.67 +6.2%
3049 SMTC SEMTECH CORP Technology 32.0 $2K -59.0 -64.8% $76.91 +107.5%
3050 SLVM SYLVAMO CORP Basic Materials 58.0 $2K -64.0 -52.5% $42.24 -8.8%
3051 SHBI Shore Bancshares Inc Financial Services 131.0 $2K +126.0 +2520.0% $18.68 +10.2%
3052 PATH UIPATH INC Technology 239.0 $2K -3K -92.5% $10.21 +9.1%
3053 WSFS Wsfs Financial Corp Financial Services 37.0 $2K -41.0 -52.6% $65.46 +10.7%
3054 Bitwise Crypto Industry Innovators ETF 127.0 $2K -12.0 -8.6% $18.80
3055 NRDS NerdWallet Financial Services 230.0 $2K +218.0 +1816.7% $10.38 -19.7%
3056 BCO BRINKS CO Industrials 23.0 $2K +1.0 +4.5% $103.65 +2.1%
3057 EVCM EVERCOMMERCE INC Technology 208.0 $2K NEW $11.43 -5.3%
3058 MNRO MONRO INC Consumer Cyclical 148.0 $2K -283.0 -65.7% $16.04 +5.2%
3059 WHD CACTUS INC Energy 50.0 $2K +41.0 +455.6% $47.38 +34.6%
3060 BY Byline Bancorp Inc Com Financial Services 75.0 $2K +72.0 +2400.0% $31.57 +5.4%
Page 153 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%