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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 104 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 TEX TEREX CORP NEW Industrials 377.0 $22K 0.00% +316.0 +518.0% $59.10 +16.6%
2062 PSI INVESCO SEMICONDUCTORS ETF 234.0 $22K 0.00% $94.38 +95.4%
2063 LMB Limbach Holdings Inc Industrials 295.0 $22K 0.00% NEW $74.74 +9.4%
2064 OSS ONE STOP SYS INC Technology 2,471.0 $22K 0.00% +2K +409.5% $8.92 +103.9%
2065 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 1,997.0 $22K 0.00% -280.0 -12.3% $11.02 -2.5%
2066 NSA NATIONAL STORAGE AFFILIATES Real Estate 582.0 $22K 0.00% -92.0 -13.7% $37.74 +18.5%
2067 SIGI SELECTIVE INS GROUP INC Financial Services 290.0 $22K 0.00% +225.0 +346.1% $75.39 +22.6%
2068 TK TEEKAY CORPORATION LTD Energy 1,790.0 $22K 0.00% +75.0 +4.4% $12.21 +0.9%
2069 CPA COPA HOLDINGS SA Industrials 191.0 $22K 0.00% +159.0 +496.9% $114.26 +33.9%
2070 CHY Calamos Convertible & High Income Fund Financial Services 2,000.0 $22K 0.00% -850.0 -29.8% $10.89 +23.6%
2071 CRSP CRISPR THERAPEUTICS AG Healthcare 408.0 $22K 0.00% +52.0 +14.6% $53.18 +2.2%
2072 EXP EAGLE MATLS INC COM Basic Materials 109.0 $22K 0.00% +90.0 +473.7% $198.83 +12.4%
2073 IZRL Ark Israel Innovative Techno 800.0 $22K 0.00% NEW $26.92 +8.9%
2074 TPC TUTOR PERINI CORP COM Industrials 278.0 $21K 0.00% +97.0 +53.6% $77.19 +5.6%
2075 CART MAPLEBEAR INC Consumer Cyclical 572.0 $21K 0.00% +263.0 +85.1% $37.46 +18.2%
2076 CENX CENTURY ALUM CO Basic Materials 365.0 $21K 0.00% -536.0 -59.5% $58.69 -15.6%
2077 IX ORIX CORP Financial Services 714.0 $21K 0.00% -1K -65.1% $29.99 +34.6%
2078 BBJP J P MORGAN EXCHANGE TRADED F 310.0 $21K 0.00% +53.0 +20.6% $69.01 +13.2%
2079 RDIV INVESCO EXCH TRADED FD TR II 384.0 $21K 0.00% $55.65 +3.1%
2080 ACADIAN ASSET MANAGEMENT INC 318.0 $21K 0.00% +273.0 +606.7% $67.13
Page 104 of 189  ·  3,766 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%