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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 43 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SPSC SPS COMM INC Technology 631.0 $35K 0.00% +277.0 +78.2% $55.67 -3.8%
842 MC MOELIS & CO Financial Services 605.0 $35K 0.00% +309.0 +104.4% $57.66 +14.7%
843 VOYG VOYAGER TECHNOLOGIES INC Industrials 1,491.0 $35K 0.00% +81.0 +5.7% $23.39 +98.5%
844 RVLV REVOLVE GROUP INC Consumer Cyclical 1,539.0 $35K 0.00% +206.0 +15.4% $22.61 -14.2%
845 OTTR OTTER TAIL CORP Utilities 396.0 $35K 0.00% +17.0 +4.5% $87.77 +0.6%
846 AGO ASSURED GUARANTY LTD Financial Services 430.0 $35K 0.00% +49.0 +12.9% $80.72 -5.6%
847 BBIO BRIDGEBIO PHARMA INC COM Healthcare 521.0 $34K 0.00% +425.0 +442.7% $64.90 +4.4%
848 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,553.0 $34K 0.00% +1K +1351.4% $21.76 -23.4%
849 SCHI SCHWAB STRATEGIC TR 1,487.0 $34K 0.00% +1K +2378.3% $22.68 -0.3%
850 EVEREST GROUP LTD 97.0 $33K 0.00% +58.0 +148.7% $335.98
851 ESNT ESSENT GROUP LTD Financial Services 547.0 $32K 0.00% +76.0 +16.1% $59.02 +2.4%
852 IEI ISHARES TR 272.0 $32K 0.00% +107.0 +64.8% $118.60 -1.0%
853 PBF PBF ENERGY INC Energy 691.0 $32K 0.00% +507.0 +275.5% $46.20 -17.2%
854 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 422.0 $32K 0.00% +284.0 +205.8% $75.30 +17.5%
855 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 1,506.0 $32K 0.00% +1K +253.5% $20.97 +10.3%
856 LNT ALLIANT ENERGY CORP Utilities 438.0 $31K 0.00% +135.0 +44.5% $71.79 +2.6%
857 PICK ISHARES INC 555.0 $31K 0.00% +333.0 +150.0% $56.59 +16.4%
858 POWI POWER INTEGRATIONS INC Technology 612.0 $31K 0.00% +49.0 +8.7% $51.24 +64.1%
859 CRI CARTERS INC Consumer Cyclical 875.0 $31K 0.00% +9.0 +1.0% $35.76 +7.4%
860 IOT SAMSARA INC Technology 1,099.0 $31K 0.00% +1K +1794.8% $28.41 +9.7%
Page 43 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%