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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 70 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 6.0 $486.0 -184.0 -96.8% $81.00 +0.5%
1382 NOMD NOMAD FOODS LTD Consumer Defensive 50.0 $481.0 -49.0 -49.5% $9.62 +5.3%
1383 FISI FINANCIAL INSTITUTIONS INC Financial Services 15.0 $477.0 -372.0 -96.1% $31.80 +11.2%
1384 CLNE Clean Energy Fuels Corp Energy 112.0 $476.0 -16.0 -12.5% $4.25 -52.2%
1385 EHTH EHEALTH INC Financial Services 29.0 $452.0 -93.0 -76.2% $15.59 -89.6%
1386 JBI Janus Parent, Inc. Industrials 87.0 $448.0 -894.0 -91.1% $5.15 -0.4%
1387 NRC NATIONAL RESH CORP Healthcare 26.0 $442.0 -53.0 -67.1% $17.00 +12.0%
1388 RGP Resources Connection Inc Industrials 118.0 $440.0 -732.0 -86.1% $3.73 +19.1%
1389 CFFI C & F FINL CORP Financial Services 6.0 $438.0 -1.0 -14.3% $73.00 +0.3%
1390 ITIC INVESTORS TITLE CO NC Financial Services 2.0 $436.0 -2.0 -50.0% $218.00 +11.9%
1391 PLUG PLUG PWR INC Industrials 191.0 $432.0 -475.0 -71.3% $2.26 +46.3%
1392 STRS STRATUS PPTYS INC Real Estate 14.0 $427.0 -1.0 -6.7% $30.50 -3.8%
1393 CANOPY GROWTH CORPORATION 8.0 $417.0 -2K -99.6% $52.12
1394 MNDY MONDAY COM LTD Technology 8.0 $416.0 -519.0 -98.5% $52.00 +46.7%
1395 HTZ HERTZ GLOBAL HLDGS INC Industrials 87.0 $402.0 -97.0 -52.7% $4.62 +9.5%
1396 SINCLAIR INC 30.0 $389.0 -267.0 -89.9% $12.97
1397 PSN PARSONS CORP DEL Industrials 39.0 $376.0 -1K -96.5% $9.64 +435.7%
1398 IIIN INSTEEL INDS INC Industrials 11.0 $370.0 -29.0 -72.5% $33.64 -22.1%
1399 MFA MFA FINL INC Real Estate 38.0 $365.0 -23.0 -37.7% $9.61 -1.1%
1400 EDIT Editas Medicine Inc Healthcare 171.0 $361.0 -4.0 -2.3% $2.11 +26.5%
Page 70 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%