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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 62 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PFIS PEOPLES FINL SVCS CORP Financial Services 57.0 $3K -2.0 -3.4% $53.35 +10.0%
1222 SILJ AMPLIFY ETF TR 102.0 $3K -81.0 -44.3% $29.73 -1.8%
1223 ALRM ALARM COM HLDGS INC Technology 70.0 $3K -41.0 -36.9% $43.20 +1.2%
1224 SNCY SUN CTRY AIRLS HLDGS INC Industrials 180.0 $3K -33.0 -15.5% $16.52 -2.1%
1225 PECO PHILLIPS EDISON & CO INC Real Estate 79.0 $3K -175.0 -68.9% $37.43 +8.3%
1226 PII POLARIS INC Consumer Cyclical 54.0 $3K -3K -98.4% $54.63 +15.4%
1227 FRPT FRESHPET INC Consumer Defensive 50.0 $3K -210.0 -80.8% $58.98 -13.0%
1228 TFII TRANSFORCE INC Industrials 27.0 $3K -104.0 -79.4% $108.59 +35.2%
1229 FMAG Fidelity Magellan Etf 45.0 $3K -15K -99.7% $63.93 -43.6%
1230 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 132.0 $3K -95.0 -41.9% $21.74 -1.9%
1231 TGTX TG THERAPEUTICS INC Healthcare 86.0 $3K -49.0 -36.3% $33.23 +19.6%
1232 SEZL SEZZLE INC Financial Services 45.0 $3K -12K -99.6% $63.29 +65.8%
1233 EGP EASTGROUP PPTYS INC Real Estate 15.0 $3K -417.0 -96.5% $185.13 +10.8%
1234 SPRY ARS PHARMACEUTICALS INC Healthcare 344.0 $3K -25.0 -6.8% $8.03 -2.9%
1235 TCBK TRICO BANCSHARES COM Financial Services 58.0 $3K -86.0 -59.7% $47.53 +6.4%
1236 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 399.0 $3K -6.0 -1.5% $6.90 +2.9%
1237 SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR Utilities 368.0 $3K -739.0 -66.8% $7.45 -21.3%
1238 ACRE ARES COML REAL ESTATE CORP Real Estate 570.0 $3K -60.0 -9.5% $4.80 +1.6%
1239 BEONE MEDICINES LTD 9.0 $3K -15.0 -62.5% $303.22
1240 ORIC ORIC PHARMACEUTICALS INC Healthcare 215.0 $3K -71.0 -24.8% $12.67 -33.2%
Page 62 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%