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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 77 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SMRT Smartrent Inc Technology 79.0 $119.0 +55.0 +229.2% $1.51 -18.3%
1522 CRBU Caribou Biosciences Inc Healthcare 65.0 $116.0 +4.0 +6.6% $1.78 +11.5%
1523 MKTW Marketwise Inc A Technology 6.0 $112.0 +5.0 +500.0% $18.67 -5.3%
1524 RCEL Avita Medical Inc Healthcare 30.0 $111.0 +20.0 +200.0% $3.70 +16.8%
1525 QURE UNIQURE NV Healthcare 30.0 $101.0 +24.0 +400.0% $3.37 +630.7%
1526 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 141.0 $95.0 +124.0 +729.4% $0.67 +8600.4%
1527 CMTG Claros Mortgage Trust, Inc. Real Estate 39.0 $93.0 +34.0 +680.0% $2.38 -8.6%
1528 MMI Marcus and Millichap Inc Real Estate 3.0 $80.0 +2.0 +200.0% $26.67 +6.9%
1529 Sutro Biopharma Inc 41.0 $75.0 +38.0 +1266.7% $1.83
1530 CMB.Tech Nv 34.0 $51.0 +30.0 +750.0% $1.50
1531 Chargepoint Holdings 10.0 $49.0 +1.0 +11.1% $4.90
1532 AFRI Forafric Global Plc Consumer Defensive 5.0 $48.0 +1.0 +25.0% $9.60 +4.6%
1533 BDTX Black Diamond Therapeutics Inc Com Healthcare 92.0 $43.0 +72.0 +360.0% $0.47 +659.5%
1534 WBTN Webtoon Entertainment Inc Technology 47.0 $37.0 +43.0 +1075.0% $0.79 +1378.6%
1535 Commerce com Inc 39.0 $32.0 +32.0 +457.1% $0.82
1536 WVE WAVE LIFE SCIENCES LTD Healthcare 58.0 $23.0 +44.0 +314.3% $0.40 +1461.0%
1537 CRVO Cervomed Inc Com Healthcare 14.0 $20.0 +9.0 +180.0% $1.43 +116.3%
1538 MCRB Seres Therapeutics Inc Healthcare 6.0 $18.0 +4.0 +200.0% $3.00 +168.3%
1539 MRAM Everspin Technologies Inc Com Technology 22.0 $18.0 +20.0 +1000.0% $0.82 +3866.1%
1540 CREATIVE REALITIES INC 10.0 $14.0 +6.0 +150.0% $1.40
Page 77 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%