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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 177 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 IPSC Century Therapeutics Inc Healthcare 99.0 $224.0 $2.26 +0.3%
3522 KLTR Kaltura Inc Technology 183.0 $223.0 NEW $1.22 +23.1%
3523 APPS Digital Turbine Inc Technology 76.0 $219.0 +51.0 +204.0% $2.88 +54.8%
3524 ASIC Ategrity Specialty Holdings Financial Services 11.0 $217.0 NEW $19.73 +4.2%
3525 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 12.0 $217.0 $18.08 +54.8%
3526 DAVA ENDAVA PLC ADS Technology 49.0 $217.0 $4.43 -24.6%
3527 OABI OmniAb Inc Healthcare 8.0 $215.0 -16.0 -66.7% $26.88 -90.5%
3528 IBEX IBEX LTD F Technology 137.0 $215.0 +135.0 +6750.0% $1.57 +1942.3%
3529 NRDY Nerdy Inc A Technology 262.0 $214.0 NEW $0.82 -5.7%
3530 HRTX HERON THERAPEUTICS INC Healthcare 15.0 $212.0 -114.0 -88.4% $14.13 -93.8%
3531 FBYD FALCONS BEYOND GLOBAL INC COM CL A Industrials 264.0 $212.0 NEW $0.80 +2278.5%
3532 AEYE Audioeye Inc Technology 33.0 $210.0 +29.0 +725.0% $6.36 +14.4%
3533 ZGN Ermenegildo Zegna Nv Ord Shs Usd Consumer Cyclical 20.0 $208.0 NEW $10.40 +28.7%
3534 SWKH SWK Holdings Corporation Financial Services 12.0 $204.0 NEW $17.00 -6.5%
3535 JMSB John Marshall Bk VA Financial Services 10.0 $203.0 -37.0 -78.7% $20.30 +4.0%
3536 LINEAGE CELL THERAPEUTICS INC COM 128.0 $202.0 +100.0 +357.1% $1.58
3537 OPRX Optimizerx Corp Healthcare 32.0 $201.0 -58.0 -64.4% $6.28 -21.4%
3538 Himalaya Shipping Ltd Usd 15.0 $200.0 NEW $13.33
3539 BELFB Bel Fuse Inc Technology 1.0 $198.0 $198.00 +31.5%
3540 AIRO Airo Group Holdings Inc Industrials 26.0 $198.0 NEW $7.62 -17.8%
Page 177 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%