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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 35 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SFBS SERVISFIRST BANCSHARES INC Financial Services 1,254.0 $94K 0.00% +1K +789.4% $75.23 +4.1%
682 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,987.0 $94K 0.00% +1K +103.2% $47.35 +2.2%
683 RHI ROBERT HALF INC. Industrials 3,688.0 $94K 0.00% +1K +38.1% $25.40 +6.3%
684 EQH EQUITABLE HLDGS INC Financial Services 2,505.0 $93K 0.00% +599.0 +31.4% $37.32 +13.2%
685 NXT NEXTPOWER INC Technology 756.0 $93K 0.00% +332.0 +78.3% $123.47 +6.3%
686 LYFT LYFT INC Technology 6,881.0 $93K 0.00% +3K +80.6% $13.55 +0.2%
687 BBWI BATH & BODY WORKS INC Consumer Cyclical 4,970.0 $93K 0.00% +3K +143.9% $18.67 -5.1%
688 JCPB J P MORGAN EXCHANGE TRADED F 1,968.0 $92K 0.00% +2K +3414.3% $46.91 -0.2%
689 FRME FIRST MERCHANTS CORP Financial Services 2,370.0 $92K 0.00% +174.0 +7.9% $38.73 +5.8%
690 DIHP DIMENSIONAL ETF TRUST 2,751.0 $92K 0.00% +1K +115.3% $33.30 +3.0%
691 TLN TALEN ENERGY CORP Utilities 197.0 $91K 0.00% +182.0 +1213.3% $462.64 -15.9%
692 STNE STONECO LTD Technology 6,428.0 $91K 0.00% +6K +3265.4% $14.12 -20.0%
693 RNR RENAISSANCERE HLDGS LTD Financial Services 307.0 $91K 0.00% +224.0 +269.9% $295.49 -0.2%
694 PRI PRIMERICA INC Financial Services 342.0 $90K 0.00% +133.0 +63.6% $262.67 +6.1%
695 AZZ AZZ INC Industrials 665.0 $89K 0.00% +175.0 +35.7% $134.52 +5.2%
696 CNS COHEN & STEERS INC Financial Services 1,326.0 $89K 0.00% +778.0 +142.0% $66.92 +7.0%
697 BBAI BIGBEAR AI HLDGS INC Technology 25,193.0 $89K 0.00% +3K +13.2% $3.52 +18.7%
698 AIR LEASE CORP 1,354.0 $88K 0.00% +366.0 +37.0% $64.93
699 EHAB Enhabit Inc Healthcare 6,226.0 $88K 0.00% +123.0 +2.0% $14.09 -2.1%
700 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,092.0 $87K 0.00% +1K +2041.2% $79.59 -1.1%
Page 35 of 78  ·  1,542 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%