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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 65 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MLYS MINERALYS THERAPEUTICS INC Healthcare 69.0 $2K -40.0 -36.7% $27.09 +11.6%
1282 STBA S & T BANCORP INC Financial Services 44.0 $2K -51.0 -53.7% $41.84 +7.5%
1283 UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM Energy 326.0 $2K -4K -91.6% $5.51 +5.1%
1284 SYBT STOCK YDS BANCORP INC Financial Services 27.0 $2K -103.0 -79.2% $66.33 +7.1%
1285 CORE LABORATORIES INC 106.0 $2K -48.0 -31.2% $16.79
1286 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 16.0 $2K -12.0 -42.9% $110.94 +4.1%
1287 CENTRAIS ELET BRAS SA SPONSORED ADR 23.0 $2K -586.0 -96.2% $77.04
1288 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 78.0 $2K -21.0 -21.2% $22.41 +8.0%
1289 BGC BGC GROUP INC CL A Financial Services 178.0 $2K -30.0 -14.4% $9.78 +13.8%
1290 EXTR EXTREME NETWORKS INC Technology 89.0 $2K -110.0 -55.3% $19.35 +23.5%
1291 SFST SOUTHERN FIRST BANCSHARES Financial Services 31.0 $2K -3.0 -8.8% $54.52 +3.4%
1292 EELV Invesco S&P Emerging Markets Low Volatility 86.0 $2K -1K -94.5% $19.59 +45.6%
1293 MGA MAGNA INTL INC COM Consumer Cyclical 30.0 $2K -101.0 -77.1% $55.80 +13.1%
1294 TBCH TURTLE BEACH CORP Technology 164.0 $2K -12K -98.6% $10.15 +5.6%
1295 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5.0 $2K -14.0 -73.7% $330.80 -3.2%
1296 WEST WESTROCK COFFEE CO Consumer Defensive 389.0 $2K -614.0 -61.2% $4.25 +99.0%
1297 NXDR Nextdoor Holdings Inc Com Cl A Communication Services 1,175.0 $2K -1K -53.4% $1.40 +44.3%
1298 ATKR ATKORE INC Industrials 14.0 $2K -37.0 -72.5% $116.21 -34.4%
1299 HMN HORACE MANN EDUCATORS CORP N Financial Services 38.0 $2K -2.0 -5.0% $42.71 +11.6%
1300 FS SPECIALTY LENDING FD 129.0 $2K -142.0 -52.4% $12.51
Page 65 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%