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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 170 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 TXO PARTNERS LP 50.0 $629.0 $12.58
3382 StubHub Holdings Inc 100.0 $624.0 NEW $6.24
3383 AVD American Vanguard Corp Basic Materials 249.0 $620.0 +248.0 +10000.0% $2.49 +14.9%
3384 COFS ChoiceOne Financial Services Inc Financial Services 22.0 $619.0 NEW $28.14 +12.3%
3385 PSQH PSQ HOLDINGS INC Technology 335.0 $610.0 -1K -80.9% $1.82 -66.9%
3386 BZAI Blaize Hldgs Inc Technology 1,150.0 $610.0 NEW $0.53 +184.7%
3387 GTO INVESCO ACTIVELY MANAGED EXC 13.0 $609.0 $46.85 -0.7%
3388 APOG APOGEE ENTERPRISES INC Industrials 18.0 $605.0 -12.0 -40.0% $33.61 +5.0%
3389 ECC EAGLE POINT CREDIT COMPANY I Financial Services 160.0 $602.0 $3.76 +7.4%
3390 SGMT SAGIMET BIOSCIENCES INC Healthcare 115.0 $601.0 $5.23 +27.2%
3391 TASK Taskus Inc Technology 89.0 $597.0 NEW $6.71 -10.3%
3392 EMNT PIMCO ETF TR 6.0 $594.0 $99.00 -0.2%
3393 CYH Community Health Systems Inc Healthcare 201.0 $591.0 +184.0 +1082.3% $2.94 -5.8%
3394 LZB LA Z BOY INC Consumer Cyclical 18.0 $579.0 +4.0 +28.6% $32.17 +14.3%
3395 OUSM ALPS ETF TR 13.0 $569.0 NEW $43.77 +5.4%
3396 EMERA INC COM 11.0 $568.0 -133.0 -92.4% $51.64
3397 AESI ATLAS ENERGY SOLUTIONS INC Energy 43.0 $565.0 -23.0 -34.9% $13.14 +48.2%
3398 SEDG Solaredge Technologies Inc Energy 11.0 $562.0 +6.0 +120.0% $51.09 +10.0%
3399 CRDF CARDIFF ONCOLOGY INC COM Healthcare 340.0 $551.0 +36.0 +11.8% $1.62 +10.5%
3400 PLOW Douglas Dynamics Inc Consumer Cyclical 13.0 $547.0 +7.0 +116.7% $42.08 +4.4%
Page 170 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%