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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 73 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 EXPI EXP WORLD HLDGS INC Real Estate 6.0 $38.0 -242.0 -97.6% $6.33 -19.9%
1442 OPENDOOR TECHNOLOGIES INC 59.0 $37.0 -24.0 -28.9% $0.63
1443 HOWL Werewolf Therapeutics Inc Healthcare 12.0 $32.0 -27.0 -69.2% $2.67 -84.2%
1444 Achieve Life Sciences Inc 1.0 $29.0 -9.0 -90.0% $29.00
1445 CABA Cabaletta Bio Inc Com Healthcare 2.0 $27.0 -8.0 -80.0% $13.50 -72.7%
1446 GPRO GoPro Inc Technology 6.0 $23.0 -24.0 -80.0% $3.83 -74.2%
1447 SES SES AI Corp A Consumer Cyclical 14.0 $23.0 -10.0 -41.7% $1.64 -36.7%
1448 PYXS Pyxis Healthcare 1.0 $20.0 -13.0 -92.9% $20.00 -90.0%
1449 SPWH Sportsmans Warehouse Hldgs Inc Consumer Cyclical 2.0 $18.0 -11.0 -84.6% $9.00 -86.0%
1450 REKR Rekor Systems Inc Technology 2.0 $18.0 -39.0 -95.1% $9.00 -91.8%
1451 TCX Tucows Inc Technology 1.0 $17.0 -104.0 -99.0% $17.00 -11.7%
1452 OPENDOOR TECHNOLOGIES INC 59.0 $15.0 -24.0 -28.9% $0.25
1453 SJT San Juan Basin Royalty Tr Energy 3.0 $14.0 -3.0 -50.0% $4.67 -10.9%
1454 OPENDOOR TECHNOLOGIES INC 4.0 $14.0 -79.0 -95.2% $3.50
1455 FIP FTAI INFRASTRUCTURE INC Industrials 2.0 $10.0 -403.0 -99.5% $5.00 -9.6%
1456 BED BATH & BEYOND INC 3.0 $9.0 -14.0 -82.3% $3.00
1457 OGI ORGANIGRAM GLOBAL INC Healthcare 4.0 $7.0 -1.0 -20.0% $1.75 -35.4%
1458 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 2.0 $5.0 -32.0 -94.1% $2.50 -1.2%
1459 PRPL PURPLE INNOVATION INC Consumer Cyclical 1.0 $4.0 -4.0 -80.0% $4.00 -89.5%
1460 GEN DIGITAL INC 5.0 $4.0 -3.0 -37.5% $0.80
Page 73 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%