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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 156 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 99.0 $2K +22.0 +28.6% $20.74 +19.4%
3102 MGNI MAGNITE INC Communication Services 172.0 $2K +61.0 +55.0% $11.88 +11.1%
3103 BSRR SIERRA BANCORP Financial Services 60.0 $2K -5.0 -7.7% $33.92 +12.6%
3104 ALLO Allogene Therapeutics Inc Healthcare 834.0 $2K NEW $2.44 -18.0%
3105 INGN INOGEN INC Healthcare 318.0 $2K +212.0 +200.0% $6.35 +0.8%
3106 HBT HBT FINL INC. Financial Services 75.0 $2K +20.0 +36.4% $26.72 +6.1%
3107 SMMT SUMMIT THERAPEUTICS INC Healthcare 105.0 $2K +11.0 +11.7% $18.89 -12.0%
3108 AMSF AMERISAFE INC Financial Services 59.0 $2K -38.0 -39.2% $33.34 -6.9%
3109 XPEV XPENG INC ADS Consumer Cyclical 114.0 $2K -221.0 -66.0% $17.11 -8.9%
3110 MCBS METROCITY BANKSHARES INC Financial Services 68.0 $2K +9.0 +15.2% $28.68 +13.8%
3111 SPEU SPDR INDEX SHS FDS 38.0 $2K $51.26 +7.4%
3112 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 634.0 $2K +624.0 +6240.0% $3.07 -12.1%
3113 ONEW ONEWATER MARINE INC Consumer Cyclical 72.0 $2K NEW $26.92 -59.9%
3114 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 205.0 $2K +133.0 +184.7% $9.45 +211.0%
3115 TUR ISHARES INC 50.0 $2K NEW $38.66 +1.8%
3116 AMBP Ardagh Metal Packaging SA Consumer Cyclical 476.0 $2K +214.0 +81.7% $4.05 -0.3%
3117 ETH GRAYSCALE ETHEREUM STAKING Financial Services 97.0 $2K -143.0 -59.6% $19.87 -1.3%
3118 BYND Beyond Meat Inc Consumer Defensive 2,740.0 $2K +3K +10000.0% $0.70 +9.2%
3119 ARDX Ardelyx Inc Com Healthcare 319.0 $2K +289.0 +963.3% $5.99 +2.0%
3120 EGHT 8X8 Inc Technology 1,145.0 $2K +1K +5104.6% $1.66 +32.5%
Page 156 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%