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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 16 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UIS Unisys Corp Technology 130.0 $172.0 NEW $1.32 +124.5%
302 FF FutureFuel Corp Basic Materials 44.0 $169.0 NEW $3.84 +6.2%
303 NODK Ni Holdings Inc Financial Services 13.0 $168.0 NEW $12.92 +8.3%
304 FSTR Foster LB Co Cl A Industrials 6.0 $167.0 NEW $27.83 +36.8%
305 DIBS 1Stdibs Com Inc Consumer Cyclical 29.0 $160.0 NEW $5.52 -19.3%
306 EEX Emerald Holding Inc Communication Services 35.0 $158.0 NEW $4.51 +10.3%
307 ELDN Eledon Pharmaceuticals Inc Healthcare 23.0 $157.0 NEW $6.83 -43.0%
308 HNGE Hinge Health Inc Healthcare 4.0 $154.0 NEW $38.50 +43.2%
309 EXFY Expensify Technology 167.0 $145.0 NEW $0.87 +30.1%
310 EML Eastern Company Industrials 7.0 $142.0 NEW $20.29 +3.6%
311 PBFS Pioneer Bancorp Inc Md Financial Services 6.0 $139.0 NEW $23.17 -35.4%
312 CZWI Citizens Community Bancorp Financial Services 10.0 $139.0 NEW $13.90 +46.8%
313 AISP Airship Ai Holdings Inc Technology 60.0 $136.0 NEW $2.27 +3.2%
314 FPI Farmland Partners Inc Real Estate 12.0 $135.0 NEW $11.25 -6.9%
315 LUCD Lucid Diagnostics Inc Com Healthcare 117.0 $135.0 NEW $1.15 -13.3%
316 AMBQ Ambiq Micro Inc Technology 5.0 $127.0 NEW $25.40 +201.4%
317 TLYS Tilly's Inc Com Consumer Cyclical 30.0 $122.0 NEW $4.07 -0.2%
318 RNAC Cartesian Therapeutics Inc Com Healthcare 19.0 $117.0 NEW $6.16 +5.9%
319 CPS Cooper Std Hldgs Inc Consumer Cyclical 4.0 $111.0 NEW $27.75 +0.9%
320 Climb Bio Inc 51.0 $110.0 NEW $2.16
Page 16 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%