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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 59 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 FTS FORTIS INC COM Utilities 84.0 $5K -873.0 -91.2% $55.79 +0.8%
1162 TPG TPG INC Financial Services 113.0 $5K -148.0 -56.7% $40.51 +0.4%
1163 KNTK KINETIK HOLDINGS INC Energy 94.0 $5K -63.0 -40.1% $48.40 +3.6%
1164 PK PARK HOTELS & RESORTS INC Real Estate 430.0 $5K -454.0 -51.4% $10.53 +8.2%
1165 GRAL GRAIL INC Healthcare 87.0 $4K -324.0 -78.8% $51.69 +31.3%
1166 CAVA CAVA GROUP INC Consumer Cyclical 55.0 $4K -2K -97.2% $80.91 +0.4%
1167 ATLANTA BRAVES HLDGS INC 94.0 $4K -34.0 -26.6% $47.16
1168 CMC COMMERCIAL METALS CO Basic Materials 72.0 $4K -2K -96.7% $61.43 +15.1%
1169 GHM GRAHAM CORP Industrials 56.0 $4K -2.0 -3.5% $78.93 +17.3%
1170 KW KENNEDY-WILSON HOLDINGS INC Real Estate 407.0 $4K -564.0 -58.1% $10.82 +1.7%
1171 NHI NATIONAL HEALTH INVS INC Real Estate 54.0 $4K -9.0 -14.3% $80.87 -5.3%
1172 EVG EATON VANCE SHORT DURATION DIV COM Financial Services 237.0 $4K -163.0 -40.8% $18.04 -40.6%
1173 ESE ESCO TECHNOLOGIES INC Technology 15.0 $4K -10.0 -40.0% $281.40 +4.2%
1174 CGMU CAPITAL GRP FIXED INCM ETF T 155.0 $4K -278.0 -64.2% $27.15 +0.1%
1175 PCT PURECYCLE TECHNOLOGIES INC Industrials 805.0 $4K -100.0 -11.1% $5.19 +118.3%
1176 CPRX CATALYST PHARMACEUTICALS INC Healthcare 140.0 $4K -41.0 -22.6% $29.42 +6.3%
1177 VCEL VERICEL CORP Healthcare 127.0 $4K -46.0 -26.6% $32.18 +10.0%
1178 INDB INDEPENDENT BK CORP MASS Financial Services 54.0 $4K -24.0 -30.8% $75.22 +4.6%
1179 BBD BANCO BRADESCO S A SP ADR PFD NEW Financial Services 1,106.0 $4K -1K -49.1% $3.65 -2.5%
1180 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 70.0 $4K -119.0 -63.0% $57.39 -71.5%
Page 59 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%