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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 181 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3601 ANRO Alto Neuroscience Inc Healthcare 5.0 $112.0 $22.40 -3.8%
3602 MKTW Marketwise Inc A Technology 6.0 $112.0 +5.0 +500.0% $18.67 -5.3%
3603 CPS Cooper Std Hldgs Inc Consumer Cyclical 4.0 $111.0 NEW $27.75 +0.9%
3604 RCEL Avita Medical Inc Healthcare 30.0 $111.0 +20.0 +200.0% $3.70 +16.8%
3605 ONL ORION PROPERTIES INC Real Estate 16.0 $110.0 -1.0 -5.9% $6.88 -56.7%
3606 Climb Bio Inc 51.0 $110.0 NEW $2.16
3607 IMMR IMMERSION CORP Technology 20.0 $109.0 -312.0 -94.0% $5.45 +11.6%
3608 SKIN The Beauty Health Co Consumer Defensive 122.0 $109.0 NEW $0.89 -24.2%
3609 CURV Torrid Hldgs Inc Consumer Cyclical 60.0 $107.0 NEW $1.78 -24.3%
3610 QURE UNIQURE NV Healthcare 30.0 $101.0 +24.0 +400.0% $3.37 +630.7%
3611 LIFEZONE METALS LTD F 2.0 $101.0 NEW $50.50
3612 VHI Valhi Inc Basic Materials 5.0 $100.0 NEW $20.00 -35.8%
3613 YOLO ADVISORSHARES TR 7.0 $100.0 -31.0 -81.6% $14.29 -80.0%
3614 KMTS Kestra Med Technologies Ltd Healthcare 38.0 $100.0 NEW $2.63 +719.3%
3615 CSTL CASTLE BIOSCIENCES INC Healthcare 4.0 $99.0 -33.0 -89.2% $24.75 -17.0%
3616 OVLY Oak Valley Bancorp Financial Services 3.0 $97.0 NEW $32.33 +4.4%
3617 MYO Myomo Inc Healthcare 2.0 $95.0 NEW $47.50 -98.0%
3618 KYTX Kyverna Therapeutics Healthcare 11.0 $95.0 $8.64 +3.1%
3619 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 141.0 $95.0 +124.0 +729.4% $0.67 +8600.4%
3620 MLTX Moonlake Immunotherapeutics Class A Healthcare 5.0 $93.0 NEW $18.60 -0.7%
Page 181 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%