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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 74 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 MRTN Marten Transport Ltd Industrials 59.0 $775.0 +32.0 +118.5% $13.14 +26.3%
1462 NNOX Nano-X Imaging Ltd Healthcare 336.0 $763.0 +320.0 +2000.0% $2.27 -15.9%
1463 ELME COMMUNITIES 365.0 $734.0 +299.0 +453.0% $2.01
1464 LRMR Larimar Therapeutics Inc Healthcare 157.0 $707.0 +147.0 +1470.0% $4.50 -20.7%
1465 LXFR Luxfer Hldgs Plc Industrials 58.0 $706.0 +51.0 +728.6% $12.17 +30.7%
1466 Upstream Bio Inc 77.0 $693.0 +75.0 +3750.0% $9.00
1467 BCAL California Bancorp Financial Services 39.0 $691.0 +38.0 +3800.0% $17.72 +7.2%
1468 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 50.0 $688.0 +38.0 +316.7% $13.76 +5.4%
1469 VERA Vera Therapeutics Inc Cl A Healthcare 17.0 $684.0 +8.0 +88.9% $40.24 -14.0%
1470 LQDT Liquidity Services Inc Consumer Cyclical 338.0 $679.0 +336.0 +10000.0% $2.01 +1602.4%
1471 AVD American Vanguard Corp Basic Materials 249.0 $620.0 +248.0 +10000.0% $2.49 +14.9%
1472 CYH Community Health Systems Inc Healthcare 201.0 $591.0 +184.0 +1082.3% $2.94 -5.8%
1473 LZB LA Z BOY INC Consumer Cyclical 18.0 $579.0 +4.0 +28.6% $32.17 +14.3%
1474 SEDG Solaredge Technologies Inc Energy 11.0 $562.0 +6.0 +120.0% $51.09 +10.0%
1475 CRDF CARDIFF ONCOLOGY INC COM Healthcare 340.0 $551.0 +36.0 +11.8% $1.62 +10.5%
1476 PLOW Douglas Dynamics Inc Consumer Cyclical 13.0 $547.0 +7.0 +116.7% $42.08 +4.4%
1477 BRCC BRC INC Consumer Defensive 665.0 $517.0 +565.0 +565.0% $0.78 +129.0%
1478 REAX The Real Brokerage Inc Real Estate 226.0 $515.0 +224.0 +10000.0% $2.28 -21.0%
1479 MSTU ETF OPPORTUNITIES TRUST 119.0 $476.0 +7.0 +6.2% $4.00 +66.8%
1480 QUAD Quad Graphics Inc Industrials 68.0 $449.0 +63.0 +1260.0% $6.60 +13.9%
Page 74 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%