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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 66 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 87.0 $2K -67.0 -43.5% $18.49 -2.1%
1302 USNA USANA Health Sciences Inc Consumer Defensive 92.0 $2K -287.0 -75.7% $17.47 +3.9%
1303 SUSC ISHARES TR 69.0 $2K -2K -96.9% $23.14 -0.7%
1304 CAL CALERES INC Consumer Cyclical 149.0 $2K -256.0 -63.2% $10.54 +24.8%
1305 IEX IDEX CORP Industrials 6.0 $2K -119.0 -95.2% $254.83 -19.3%
1306 FWRD FORWARD AIR CORP Industrials 91.0 $2K -12K -99.2% $16.73 -50.1%
1307 BOX BOX INC Technology 62.0 $1K -92.0 -59.7% $24.11 +5.3%
1308 RBBN RIBBON COMMUNICATIONS INC Communication Services 673.0 $1K -45.0 -6.3% $2.12 +25.4%
1309 WOOF PETCO HEALTH & WELLNESS CO INC COM Consumer Cyclical 512.0 $1K -3K -86.9% $2.78 -9.7%
1310 HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR Technology 178.0 $1K -2K -91.3% $7.87 +152.7%
1311 AMCX AMC NETWORKS INC Communication Services 206.0 $1K -3.0 -1.4% $6.79 +32.5%
1312 APARTMENT INVT & MGMT CO 336.0 $1K -1K -78.1% $4.07
1313 MCB METROPOLITAN BK HLDG CORP Financial Services 16.0 $1K -2.0 -11.1% $83.31 +9.6%
1314 HESM HESS MIDSTREAM LP CL A SHS Energy 34.0 $1K -774.0 -95.8% $38.88 +2.3%
1315 Grayscale Xrp Etf 50.0 $1K -50.0 -50.0% $26.02
1316 CNNE CANNAE HLDGS INC Consumer Cyclical 114.0 $1K -291.0 -71.8% $11.38 +19.0%
1317 ABR Arbor Realty Trust Inc Real Estate 59.0 $1K -177.0 -75.0% $21.95 -73.1%
1318 THE BALDWIN INSURANCE GRP IN 168.0 $1K -98.0 -36.8% $7.71
1319 TME Tencent Music Entmt Adrf Sponsored ADR 1 ADR Reps 2 Ord Communication Services 137.0 $1K -170.0 -55.4% $9.28 -1.4%
1320 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1.0 $1K -57.0 -98.3% $1261.00 -13.5%
Page 66 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%