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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 58 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AEF ABRDN EMERGING MARKETS EX CHIN COM Financial Services 709.0 $5K -361.0 -33.7% $7.29 +28.4%
1142 RLX RLX TECHNOLOGY INC SPONSORED ADS Consumer Defensive 2,346.0 $5K -4K -63.6% $2.20 -5.9%
1143 GABC GERMAN AMERN BANCORP INC Financial Services 123.0 $5K -263.0 -68.1% $41.79 +3.5%
1144 CNR CORE NATURAL RESOURCES INC Energy 49.0 $5K -36.0 -42.4% $104.76 -19.7%
1145 WK WORKIVA INC Technology 86.0 $5K -4.0 -4.4% $59.64 -15.6%
1146 DGICA DONEGAL GROUP INC Financial Services 298.0 $5K -64.0 -17.7% $17.18 +0.9%
1147 NBTB NBT BANCORP INC Financial Services 120.0 $5K -4.0 -3.2% $42.58 +7.9%
1148 GEO GEO GROUP INC Industrials 275.0 $5K -32.0 -10.4% $18.38 +28.0%
1149 BROWN FORMAN CORP 188.0 $5K -889.0 -82.5% $26.79
1150 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 125.0 $5K -133.0 -51.5% $40.26 -17.3%
1151 GIB CGI INC CL A SUB VTG Technology 69.0 $5K -408.0 -85.5% $72.90 -8.1%
1152 WD WALKER & DUNLOP INC Financial Services 113.0 $5K -27.0 -19.3% $44.39 +13.5%
1153 INN SUMMIT HOTEL PPTYS Real Estate 1,129.0 $5K -148.0 -11.6% $4.42 +26.4%
1154 MBC MASTERBRAND INC Consumer Cyclical 587.0 $5K -1K -65.8% $8.31 -7.3%
1155 CUBI CUSTOMERS BANCORP INC Financial Services 70.0 $5K -284.0 -80.2% $69.41 +8.3%
1156 URBN URBAN OUTFITTERS INC Consumer Cyclical 76.0 $5K -575.0 -88.3% $63.36 +15.2%
1157 ACA ARCOSA INC COM Industrials 45.0 $5K -137.0 -75.3% $106.13 +13.8%
1158 DC DAKOTA GOLD CORP Basic Materials 941.0 $5K -570.0 -37.7% $5.05 +3.6%
1159 BZH BEAZER HOMES USA INC Consumer Cyclical 246.0 $5K -120.0 -32.8% $19.24 +26.6%
1160 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 129.0 $5K -71.0 -35.5% $36.40 +3.8%
Page 58 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%