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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 162 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 CMPS COMPASS PATHWAYS PLC Healthcare 240.0 $1K $5.53 +113.4%
3222 HESM HESS MIDSTREAM LP CL A SHS Energy 34.0 $1K -774.0 -95.8% $38.88 +4.6%
3223 MREO MEREO BIOPHARMA GROUP PLC Healthcare 4,000.0 $1K $0.33 -15.7%
3224 Grayscale Xrp Etf 50.0 $1K -50.0 -50.0% $26.02
3225 CNNE CANNAE HLDGS INC Consumer Cyclical 114.0 $1K -291.0 -71.8% $11.38 +21.8%
3226 ABR Arbor Realty Trust Inc Real Estate 59.0 $1K -177.0 -75.0% $21.95 -74.6%
3227 THE BALDWIN INSURANCE GRP IN 168.0 $1K -98.0 -36.8% $7.71
3228 LNKB LINKBANCORP INC COM Financial Services 155.0 $1K NEW $8.34 +4.2%
3229 SPT SPROUT SOCIAL INC Technology 224.0 $1K +106.0 +89.8% $5.70 +19.6%
3230 NATR Natures Sunshine Products Consumer Defensive 53.0 $1K +47.0 +783.3% $23.98 -8.9%
3231 TME Tencent Music Entmt Adrf Sponsored ADR 1 ADR Reps 2 Ord Communication Services 137.0 $1K -170.0 -55.4% $9.28 -5.0%
3232 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 112.0 $1K NEW $11.32 -0.2%
3233 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K -57.0 -98.3% $1261.00 -12.5%
3234 GETY Getty Images Inc Communication Services 134.0 $1K NEW $9.40 -88.6%
3235 CCRN CROSS CTRY HEALTHCARE INC Healthcare 1,588.0 $1K NEW $0.79 +1544.7%
3236 TRNS TRANSCAT INC Industrials 17.0 $1K -16.0 -48.5% $73.47 -0.6%
3237 MWA MUELLER WTR PRODS INC COM SER A Industrials 45.0 $1K -22.0 -32.8% $27.49 -7.9%
3238 EWCZ European Wax Center Inc A Consumer Defensive 214.0 $1K +196.0 +1088.9% $5.78 +0.7%
3239 WMK WEIS MKTS INC Consumer Defensive 18.0 $1K +7.0 +63.6% $68.44 +5.6%
3240 GPGI GPGI INC Industrials 72.0 $1K -172.0 -70.5% $17.10 -27.4%
Page 162 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%