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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 63 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 IMKTA INGLES MKTS INC Consumer Defensive 30.0 $3K -55.0 -64.7% $89.93 -2.9%
1242 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 8.0 $3K -1.0 -11.1% $336.12 -8.2%
1243 SHAK SHAKE SHACK INC Consumer Cyclical 30.0 $3K -60.0 -66.7% $88.47 -28.3%
1244 HELE HELEN OF TROY LTD Consumer Defensive 184.0 $3K -163.0 -47.0% $14.42 +71.9%
1245 HZO MARINEMAX INC Consumer Cyclical 97.0 $3K -42.0 -30.2% $27.07 +26.3%
1246 CGON CG ONCOLOGY INC Healthcare 38.0 $3K -3.0 -7.3% $67.68 -4.6%
1247 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 142.0 $3K -745.0 -84.0% $17.83 -9.1%
1248 HUMA HUMACYTE INC Healthcare 4,120.0 $3K -893.0 -17.8% $0.61 +68.0%
1249 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 268.0 $2K -185.0 -40.8% $9.31 -6.7%
1250 INTERNATIONAL BANCSHARES CORP COM 37.0 $2K -206.0 -84.8% $67.30
1251 INOD INNODATA INC Technology 64.0 $2K -4.0 -5.9% $38.62 +155.1%
1252 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 10.0 $2K -25.0 -71.4% $246.90 -1.1%
1253 SMTC SEMTECH CORP Technology 32.0 $2K -59.0 -64.8% $76.91 +84.4%
1254 SLVM SYLVAMO CORP Basic Materials 58.0 $2K -64.0 -52.5% $42.24 -11.6%
1255 PATH UIPATH INC Technology 239.0 $2K -3K -92.5% $10.21 +3.5%
1256 WSFS Wsfs Financial Corp Financial Services 37.0 $2K -41.0 -52.6% $65.46 +9.7%
1257 Bitwise Crypto Industry Innovators ETF 127.0 $2K -12.0 -8.6% $18.80
1258 MNRO MONRO INC Consumer Cyclical 148.0 $2K -283.0 -65.7% $16.04 +2.1%
1259 MOOG INC 8.0 $2K -46.0 -85.2% $292.75
1260 TWI TITAN INTL INC ILL Industrials 338.0 $2K -312.0 -48.0% $6.91 +5.8%
Page 63 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%