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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 55 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FRO FRONTLINE PLC Energy 227.0 $8K -120.0 -34.6% $34.86 +6.5%
1082 SOUTH BOW CORP 237.0 $8K -91.0 -27.7% $33.38
1083 PHI PLDT INC SPONSORED ADR Communication Services 374.0 $8K -1K -78.1% $21.04 -10.3%
1084 MIDCAP FINANCIAL INVSTMNT CORP COM NEW 700.0 $8K -2K -71.1% $11.24
1085 ASGN ASGN INC Technology 210.0 $8K -37.0 -15.0% $37.30 -43.8%
1086 CAE CAE INC COM Industrials 292.0 $8K -810.0 -73.5% $26.05 -11.1%
1087 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 431.0 $8K -204.0 -32.1% $17.62 +4.9%
1088 JGH Nuveen Global High Income Financial Services 621.0 $8K -49K -98.8% $12.22 +3.3%
1089 ACMR ACM Research Inc Technology 89.0 $8K -917.0 -91.2% $84.58 -13.3%
1090 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 679.0 $8K -207.0 -23.4% $11.07 -21.1%
1091 DKS DICKS SPORTING GOODS INC Consumer Cyclical 38.0 $8K -974.0 -96.2% $197.63 +17.0%
1092 HAE HAEMONETICS CORP MASS Healthcare 133.0 $7K -127.0 -48.9% $56.37 +16.2%
1093 CTRE CARETRUST REIT INC Real Estate 92.0 $7K -1K -93.2% $81.16 -49.3%
1094 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 429.0 $7K -147.0 -25.5% $17.30 +18.9%
1095 RYZ RYERSON HLDG CORP Consumer Defensive 329.0 $7K -484.0 -59.5% $22.48 +18.7%
1096 USFR WISDOMTREE TR 147.0 $7K -78.0 -34.7% $50.30 +0.3%
1097 OUSTER INC 402.0 $7K -156.0 -28.0% $18.37
1098 GRUPO CIBEST SA SPON ADS 101.0 $7K -424.0 -80.8% $72.81
1099 FSLY FASTLY INC CL A Technology 253.0 $7K -323.0 -56.1% $29.06 -43.8%
1100 RBRK RUBRIK INC. Technology 149.0 $7K -263.0 -63.8% $48.97 +36.0%
Page 55 of 73  ·  1,460 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%