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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 110 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 STEX STREAMEX CORP COM Financial Services 15,000.0 $17K $1.13 -24.8%
2182 NOG NORTHERN OIL & GAS INC Energy 578.0 $17K +302.0 +109.4% $29.24 -34.0%
2183 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 790.0 $17K -1K -59.4% $21.36 +20.5%
2184 LEGR FIRST TR EXCHANGE TRADED FD 291.0 $17K -69.0 -19.2% $57.77 +14.4%
2185 OUSA ALPS ETF TR 301.0 $17K $55.67 +3.2%
2186 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 897.0 $17K -2K -66.4% $18.66 +7.4%
2187 MOO VANECK ETF TRUST 198.0 $17K -150.0 -43.1% $84.50 -9.0%
2188 RDI READING INTL INC CL A Communication Services 14,804.0 $17K $1.13 +16.8%
2189 ALNT ALLIENT INC Technology 283.0 $17K -211.0 -42.7% $59.09 +67.2%
2190 NIC NICOLET BANKSHARES INC Financial Services 116.0 $17K +41.0 +54.7% $144.14 +4.9%
2191 NJR NEW JERSEY RES CORP Utilities 304.0 $17K +92.0 +43.4% $54.85 -0.1%
2192 DOCN DIGITALOCEAN HLDGS INC Technology 194.0 $17K -7K -97.4% $85.78 +93.8%
2193 HRB BLOCK H & R INC Consumer Cyclical 460.0 $17K -1K -73.6% $36.15 -5.8%
2194 USLM UNITED STS LIME & MINERALS I Basic Materials 127.0 $17K -28.0 -18.1% $130.64 -14.9%
2195 CWT CALIFORNIA WTR SVC GROUP Utilities 365.0 $17K -226.0 -38.2% $45.34 -0.3%
2196 AUB ATLANTIC UN BANKSHARES CORP Financial Services 461.0 $16K -259.0 -36.0% $35.74 +10.9%
2197 CVCO CAVCO INDS INC DEL Consumer Cyclical 34.0 $16K -9.0 -20.9% $484.32 +21.2%
2198 PEB PEBBLEBROOK HOTEL TR Real Estate 1,303.0 $16K -68.0 -5.0% $12.63 +48.2%
2199 NSP INSPERITY INC Industrials 608.0 $16K +232.0 +61.7% $27.05 +26.1%
2200 IPAR INTERPARFUMS INC Consumer Defensive 181.0 $16K +83.0 +84.7% $90.85 +7.6%
Page 110 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%