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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 164 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 ENTA Enanta Pharmaceuticals Inc Healthcare 90.0 $1K +84.0 +1400.0% $12.63 +10.4%
3262 RPAY Repay Hldgs Corp A Technology 335.0 $1K NEW $3.39 +2.9%
3263 DNUT Krispy Kreme Inc Consumer Defensive 437.0 $1K +423.0 +3021.4% $2.60 +25.8%
3264 REAL The Realreal Inc Consumer Cyclical 125.0 $1K +123.0 +6150.0% $9.08 +1.3%
3265 HYDR GLOBAL X FDS 6.0 $1K -24.0 -80.0% $188.67 -62.2%
3266 FSBC FIVE STAR BANCORP Financial Services 30.0 $1K +13.0 +76.5% $37.73 +11.2%
3267 SPXL Direxion Daily S&P 500 Bull 3X 31.0 $1K -15.0 -32.6% $36.52 +647.8%
3268 NBN NORTHEAST BK PORTLAND ME Financial Services 10.0 $1K -16.0 -61.5% $112.40 +9.9%
3269 FRAF Franklin Fincl Svcs Corp Financial Services 22.0 $1K NEW $51.09 +14.1%
3270 PNTG PENNANT GROUP INC COM Healthcare 35.0 $1K +24.0 +218.2% $32.06 +5.8%
3271 SRI STONERIDGE INC Consumer Cyclical 206.0 $1K -335.0 -61.9% $5.44 +36.9%
3272 SATL Satellogic Inc F Class A Technology 232.0 $1K NEW $4.83 +119.6%
3273 MTW MANITOWOC CO INC Industrials 96.0 $1K -4.0 -4.0% $11.65 -0.7%
3274 Community West Bancshares 48.0 $1K NEW $23.29
3275 NBBK Nb Bancorp Inc Financial Services 53.0 $1K +51.0 +2550.0% $21.08 -6.1%
3276 SUNS SUNRISE RLTY TR INC Real Estate 144.0 $1K -31.0 -17.7% $7.67 +8.2%
3277 AMERICAN COASTAL INS CORP 98.0 $1K NEW $11.26
3278 ARMOUR RESIDENTIAL REIT INC COM SHS 66.0 $1K -415.0 -86.3% $16.68
3279 NRIM NORTHRIM BANCORP INC Financial Services 48.0 $1K -25.0 -34.2% $22.90 +7.6%
3280 AEGON LTD 149.0 $1K -584.0 -79.7% $7.27
Page 164 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%