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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 171 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 BDC BELDEN INC Technology 6.0 $537.0 -114.0 -95.0% $89.50 +17.1%
3402 VNQI VANGUARD INTL EQUITY INDEX F 12.0 $534.0 $44.50 +3.6%
3403 LEMB ISHARES INC 13.0 $531.0 $40.85 +2.2%
3404 Palladyne AI Corp 87.0 $528.0 NEW $6.07
3405 Xperi Inc 93.0 $521.0 NEW $5.60
3406 BRCC BRC INC Consumer Defensive 665.0 $517.0 +565.0 +565.0% $0.78 +129.0%
3407 GCBC Greene County Bancorp Inc Financial Services 23.0 $515.0 NEW $22.39 +11.7%
3408 REAX The Real Brokerage Inc Real Estate 226.0 $515.0 +224.0 +10000.0% $2.28 -21.0%
3409 HERTZ GLOBAL HLDGS INC WT EXP 063051 206.0 $515.0 -20.0 -8.8% $2.50
3410 PKBK Parke Bancorp Inc Financial Services 18.0 $511.0 NEW $28.39 +8.1%
3411 CODI Compass Diversified Holdings Industrials 63.0 $495.0 NEW $7.86 +48.9%
3412 CDXS Codexis Inc Healthcare 301.0 $491.0 NEW $1.63 +55.1%
3413 MDLN MEDLINE INC Healthcare 11.0 $490.0 $44.55 -16.7%
3414 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 6.0 $486.0 -184.0 -96.8% $81.00 +0.5%
3415 OPTU Optimum Communications Inc Communication Services 372.0 $484.0 NEW $1.30 -45.1%
3416 NOMD NOMAD FOODS LTD Consumer Defensive 50.0 $481.0 -49.0 -49.5% $9.62 +5.3%
3417 ARCT Arcturus Therapeutics Holdings Inc Healthcare 62.0 $479.0 NEW $7.73 -9.1%
3418 FISI FINANCIAL INSTITUTIONS INC Financial Services 15.0 $477.0 -372.0 -96.1% $31.80 +11.2%
3419 CLNE Clean Energy Fuels Corp Energy 112.0 $476.0 -16.0 -12.5% $4.25 -52.2%
3420 MSTU ETF OPPORTUNITIES TRUST 119.0 $476.0 +7.0 +6.2% $4.00 +66.8%
Page 171 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%