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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 69 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 QYLG Global X Fds Nasdaq 100 Covered Call &Growth Etf 30.0 $779.0 -35.0 -53.9% $25.97 +13.4%
1362 DAKT DAKTRONICS INC Technology 39.0 $763.0 -39.0 -50.0% $19.56 +0.8%
1363 IDT IDT CORP Communication Services 15.0 $737.0 -36.0 -70.6% $49.13 +7.2%
1364 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 28.0 $735.0 -30.0 -51.7% $26.25 +3.4%
1365 ABUS ARBUTUS BIOPHARMA CORP Healthcare 162.0 $729.0 -1K -86.9% $4.50 -1.3%
1366 TITN TITAN MACHY INC Industrials 43.0 $719.0 -147.0 -77.4% $16.72 +10.8%
1367 ENR ENERGIZER HLDGS INC Industrials 43.0 $707.0 -566.0 -92.9% $16.44 +5.2%
1368 TLRY TILRAY BRANDS INC Healthcare 107.0 $693.0 -38.0 -26.2% $6.48 -16.5%
1369 FLNA FILANA THERAPEUTICS INC Healthcare 368.0 $680.0 -77.0 -17.3% $1.85 -30.2%
1370 COTY COTY INC COM CL A Consumer Defensive 19.0 $679.0 -4K -99.5% $35.74 -94.5%
1371 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 7.0 $655.0 -117.0 -94.3% $93.57 -5.6%
1372 SIGA Siga Technologies Inc Healthcare 122.0 $653.0 -35.0 -22.3% $5.35 -16.1%
1373 NEXT NEXTDECADE CORP Energy 85.0 $652.0 -329.0 -79.5% $7.67 +10.2%
1374 TTAM Titan Amer SA Basic Materials 42.0 $629.0 -43.0 -50.6% $14.98 +2.8%
1375 PSQH PSQ HOLDINGS INC Technology 335.0 $610.0 -1K -80.9% $1.82 -66.9%
1376 APOG APOGEE ENTERPRISES INC Industrials 18.0 $605.0 -12.0 -40.0% $33.61 +5.0%
1377 EMERA INC COM 11.0 $568.0 -133.0 -92.4% $51.64
1378 AESI ATLAS ENERGY SOLUTIONS INC Energy 43.0 $565.0 -23.0 -34.9% $13.14 +48.2%
1379 BDC BELDEN INC Technology 6.0 $537.0 -114.0 -95.0% $89.50 +17.1%
1380 HERTZ GLOBAL HLDGS INC WT EXP 063051 206.0 $515.0 -20.0 -8.8% $2.50
Page 69 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%