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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 75 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 CZNC Citizens & Northern Corp Financial Services 19.0 $424.0 +18.0 +1800.0% $22.32 -5.0%
1482 DNTH Dianthus Therapeutics Inc Healthcare 5.0 $420.0 +4.0 +400.0% $84.00 +6.7%
1483 MH McGraw Hill Inc Consumer Defensive 30.0 $411.0 +29.0 +2900.0% $13.70 -11.0%
1484 XMTR Xometry Inc Cl A Com Industrials 10.0 $408.0 +4.0 +66.7% $40.80 +125.0%
1485 CHRS Coherus Oncology Inc Healthcare 233.0 $394.0 +211.0 +959.1% $1.69 -7.2%
1486 Hippo Holdings Inc. 15.0 $391.0 +14.0 +1400.0% $26.07
1487 Frontview REIT Inc 25.0 $387.0 +20.0 +400.0% $15.48
1488 FLY Firefly Aerospace Inc Industrials 13.0 $370.0 +4.0 +44.4% $28.46 +50.6%
1489 NKTX Nkarta Inc Com Healthcare 146.0 $361.0 +123.0 +534.8% $2.47 +22.5%
1490 ZVIA ZEVIA PBC Consumer Defensive 306.0 $359.0 +221.0 +260.0% $1.17 +29.6%
1491 ABX Abacus Global Mgmt Inc Cl A Financial Services 45.0 $355.0 +42.0 +1400.0% $7.89 +13.7%
1492 ALTI ALTI Global Inc Financial Services 96.0 $348.0 +86.0 +860.0% $3.62 -4.6%
1493 GOLD Goldcom Inc Financial Services 8.0 $321.0 +5.0 +166.7% $40.12 +4.1%
1494 BHC BAUSCH HEALTH COS INC Healthcare 58.0 $313.0 +30.0 +107.1% $5.40 +1.0%
1495 Hometrust Bancshares Inc 7.0 $299.0 +6.0 +600.0% $42.71
1496 SPOK Spok Holdings Inc Healthcare 27.0 $294.0 +11.0 +68.8% $10.89 +1.4%
1497 LPRO Open Lending Corp Financial Services 227.0 $284.0 +201.0 +773.1% $1.25 +55.1%
1498 NGNE Neurogene Inc Com Healthcare 14.0 $282.0 +12.0 +600.0% $20.14 +37.1%
1499 DOUG Douglas Elliman Inc Real Estate 169.0 $277.0 +161.0 +2012.5% $1.64 +11.6%
1500 IBCP Independent Bank Corp-Mich Financial Services 8.0 $266.0 +3.0 +60.0% $33.25 +2.3%
Page 75 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%