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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 68 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ALT ALTIMMUNE INC Healthcare 339.0 $1K -8K -95.8% $3.08 -5.0%
1342 ONB OLD NATL BANCORP IND Financial Services 47.0 $1K -167.0 -78.0% $22.13 +7.6%
1343 KRYS KRYSTAL BIOTECH INC Healthcare 4.0 $1K -28.0 -87.5% $258.50 +17.7%
1344 BOOM DMC GLOBAL INC Energy 194.0 $1K -5.0 -2.5% $5.21 +31.4%
1345 PRCT PROCEPT BIOROBOTICS CORP Healthcare 40.0 $1K -75.0 -65.2% $25.02 +12.3%
1346 UTL UNITIL CORP Utilities 19.0 $993.0 -14.0 -42.4% $52.26 -1.8%
1347 ORGO ORGANOGENESIS HLDGS INC Healthcare 414.0 $982.0 -22.0 -5.0% $2.37 +12.1%
1348 CBC Central Bancompany Financial Services 20.0 $976.0 -2K -99.1% $48.80 -41.5%
1349 PSO PEARSON PLC SPONSORED ADR Communication Services 74.0 $972.0 -1K -94.0% $13.14 +15.4%
1350 VEON LTD SPONSORED ADS 21.0 $972.0 -239.0 -91.9% $46.29
1351 RR Richtech Robotics Inc B Industrials 457.0 $955.0 -2K -81.7% $2.09 +17.7%
1352 PSKY PARAMOUNT SKYDANCE CORP Communication Services 104.0 $939.0 -134.0 -56.3% $9.03 +12.2%
1353 RMAX RE/MAX HLDGS INC Real Estate 154.0 $887.0 -85.0 -35.6% $5.76 +65.6%
1354 BBBY BED BATH & BEYOND INC COM Consumer Cyclical 185.0 $858.0 -45.0 -19.6% $4.64 +23.5%
1355 LINC LINCOLN EDL SVCS CORP Consumer Defensive 21.0 $855.0 -24.0 -53.3% $40.71 +15.0%
1356 FULC FULCRUM THERAPEUTICS INC Healthcare 111.0 $852.0 -70.0 -38.7% $7.68 -14.1%
1357 CENTRAIS ELET BRAS SA SPON ADS PFD B1 68.0 $852.0 -440.0 -86.6% $12.53
1358 VISN VISTANCE NETWORKS INC Technology 28.0 $849.0 -785.0 -96.6% $30.32 -61.6%
1359 KGS KODIAK GAS SVCS INC Energy 14.0 $817.0 -8.0 -36.4% $58.36 +24.0%
1360 BHM BLUEROCK HOMES TRUST INC Real Estate 25.0 $807.0 -46.0 -64.8% $32.28 -67.3%
Page 68 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%