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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 12 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KOS Kosmos Energy Ltd Energy 283.0 $787.0 NEW $2.78 +9.0%
222 INSE INSPIRED ENTMT INC Consumer Cyclical 99.0 $706.0 NEW $7.13 -1.3%
223 OGIG ALPS ETF TR 17.0 $694.0 NEW $40.82 +11.7%
224 COSO Coastalsouth Bancshares Inc Financial Services 28.0 $689.0 NEW $24.61 +4.4%
225 Critical Metals Ltd 83.0 $659.0 NEW $7.94
226 NFE New Fortress Energy LLC CL A Utilities 1,095.0 $646.0 NEW $0.59 +7.5%
227 PXED Phoenix Education Partners Consumer Defensive 20.0 $629.0 NEW $31.45 -4.6%
228 StubHub Holdings Inc 100.0 $624.0 NEW $6.24
229 COFS ChoiceOne Financial Services Inc Financial Services 22.0 $619.0 NEW $28.14 +11.7%
230 BZAI Blaize Hldgs Inc Technology 1,150.0 $610.0 NEW $0.53 +177.1%
231 TASK Taskus Inc Technology 89.0 $597.0 NEW $6.71 -8.2%
232 OUSM ALPS ETF TR 13.0 $569.0 NEW $43.77 +6.4%
233 Palladyne AI Corp 87.0 $528.0 NEW $6.07
234 Xperi Inc 93.0 $521.0 NEW $5.60
235 GCBC Greene County Bancorp Inc Financial Services 23.0 $515.0 NEW $22.39 +12.0%
236 PKBK Parke Bancorp Inc Financial Services 18.0 $511.0 NEW $28.39 +10.9%
237 CODI Compass Diversified Holdings Industrials 63.0 $495.0 NEW $7.86 +45.9%
238 CDXS Codexis Inc Healthcare 301.0 $491.0 NEW $1.63 +52.6%
239 OPTU Optimum Communications Inc Communication Services 372.0 $484.0 NEW $1.30 -49.2%
240 ARCT Arcturus Therapeutics Holdings Inc Healthcare 62.0 $479.0 NEW $7.73 -9.0%
Page 12 of 21  ·  407 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%