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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 18 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 Chain Bridge Bancorp 31.0 $70.0 NEW $2.26
342 Teads Holding Co. 104.0 $69.0 NEW $0.66
343 OPAL Opal Fuels Inc Class A Com Utilities 27.0 $68.0 NEW $2.52 -20.2%
344 MNSB Mainstreet Bancshares Inc Financial Services 3.0 $67.0 NEW $22.33 +3.7%
345 MRDN Meridian Holdings Inc Technology 3.0 $65.0 NEW $21.67 -52.5%
346 TWFG Inc A 3.0 $55.0 NEW $18.33
347 Atlantic Intl Corp 17.0 $52.0 NEW $3.06
348 MPX Marine Products Corp Consumer Cyclical 4.0 $51.0 NEW $12.75 -35.8%
349 Nextnrg Inc Com 124.0 $50.0 NEW $0.40
350 RSVR Reservoir Media Inc Communication Services 5.0 $49.0 NEW $9.80 +3.7%
351 Mediwound Ltd 3.0 $48.0 NEW $16.00
352 USGO Us Goldmining Inc Basic Materials 4.0 $47.0 NEW $11.75 -5.8%
353 FSP Franklin Street Properties Corp Real Estate 20.0 $46.0 NEW $2.30 -78.0%
354 GAIA Gaia Inc Communication Services 2.0 $44.0 NEW $22.00 -89.2%
355 RGCO Rgc Resources Inc Utilities 16.0 $44.0 NEW $2.75 +750.2%
356 Gohealth Inc Com Cl A 29.0 $44.0 NEW $1.52
357 MYPS Playstudios Inc A Technology 20.0 $43.0 NEW $2.15 -79.3%
358 TUSK Mammoth Energy Services Inc Industrials 17.0 $42.0 NEW $2.47 +27.5%
359 RMBI Richmond Mutual Bancorp Financial Services 3.0 $41.0 NEW $13.67 +6.2%
360 POWW Outdoor Holding Co Industrials 3.0 $40.0 NEW $13.33 -84.9%
Page 18 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%