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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 56 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 NX QUANEX BLDG PRODS CORP Industrials 405.0 $7K -172.0 -29.8% $17.97 -1.4%
1102 TGLS TECNOGLASS INC Basic Materials 163.0 $7K -433.0 -72.7% $44.44 -7.4%
1103 SMBK SMARTFINANCIAL INC Financial Services 185.0 $7K -7.0 -3.6% $39.08 +6.5%
1104 EPAC ENERPAC TOOL GROUP CORP Industrials 196.0 $7K -46.0 -19.0% $36.47 -5.3%
1105 AZTA AZENTA INC Healthcare 338.0 $7K -6K -94.5% $21.13 -4.5%
1106 DLY Doubleline Yield Opportunities Com Financial Services 511.0 $7K -7K -93.2% $13.92 +0.3%
1107 CNP CENTERPOINT ENERGY INC Utilities 166.0 $7K -2K -92.2% $42.41 +1.0%
1108 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 456.0 $7K -215.0 -32.0% $15.42 +3.0%
1109 NTLA INTELLIA THERAPEUTICS INC Healthcare 548.0 $7K -465.0 -45.9% $12.82 -1.7%
1110 TLK TELEKOMUNIKASI IND Communication Services 375.0 $7K -147.0 -28.2% $18.70 -12.5%
1111 ALHC ALIGNMENT HEALTHCARE INC Healthcare 403.0 $7K -173.0 -30.0% $17.33 -5.7%
1112 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 57.0 $7K -147.0 -72.1% $121.12 -5.5%
1113 ACLX ARCELLX INC Healthcare 60.0 $7K -91.0 -60.3% $114.82 +0.2%
1114 IPGP IPG PHOTONICS CORP Technology 62.0 $7K -36.0 -36.7% $111.02 +7.2%
1115 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 304.0 $7K -253.0 -45.4% $22.43 +26.2%
1116 BTG B2GOLD CORP Basic Materials 1,500.0 $7K -2K -50.0% $4.53 +1.1%
1117 IPI INTREPID POTASH INC Basic Materials 158.0 $7K -71.0 -31.0% $42.77 -7.6%
1118 DLR DIGITAL RLTY TR INC Real Estate 37.0 $7K -1K -97.2% $178.92 +7.3%
1119 BGS B & G FOODS INC Consumer Defensive 279.0 $6K -1K -80.6% $23.12 -82.0%
1120 TNC TENNANT CO Industrials 97.0 $6K -79.0 -44.9% $66.40 +26.3%
Page 56 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%