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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 111 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 RVMD REVOLUTION MEDICINES INC Healthcare 169.0 $16K -305.0 -64.3% $97.25 +70.5%
2202 PPLT ABRDN PLATINUM ETF TRUST Financial Services 86.0 $16K +74.0 +616.7% $190.91 -92.0%
2203 IMCR IMMUNOCORE HLDGS PLC ADS Healthcare 544.0 $16K -842.0 -60.8% $30.15 -2.7%
2204 XP XP INC Financial Services 860.0 $16K +497.0 +136.9% $19.04 -19.6%
2205 CCOI COGENT COMM HOLDINGS INC Communication Services 869.0 $16K -952.0 -52.3% $18.84 -22.2%
2206 DVA DAVITA INC Healthcare 104.0 $16K -224.0 -68.3% $157.18 +33.4%
2207 CGMS CAPITAL GRP FIXED INCM ETF T 600.0 $16K -367.0 -38.0% $27.23 +0.7%
2208 TILE INTERFACE INC Consumer Cyclical 655.0 $16K -68.0 -9.4% $24.92 +29.9%
2209 TRMK TRUSTMARK CORP Financial Services 387.0 $16K -77.0 -16.6% $42.14 +7.0%
2210 HSTM HEALTHSTREAM INC Healthcare 777.0 $16K -135.0 -14.8% $20.72 +22.4%
2211 WAT WATERS CORP Healthcare 54.0 $16K -702.0 -92.9% $297.81 +19.3%
2212 UHAL U HAUL HOLDING COMPANY Industrials 334.0 $16K -325.0 -49.3% $47.97 +30.0%
2213 TLSI TRISALUS LIFE SCIENCES INC Healthcare 4,005.0 $16K $4.00 +5.0%
2214 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,697.0 $16K -14K -89.2% $9.42 +86.8%
2215 FIG FIGMA INC Technology 756.0 $16K +586.0 +344.7% $21.14 -9.7%
2216 MXI ISHARES TR 150.0 $16K $106.22 +3.2%
2217 KIM KIMCO REALTY CORP Real Estate 706.0 $16K -2K -72.7% $22.49 +9.8%
2218 ACHR ARCHER AVIATION INC Industrials 2,467.0 $16K -4K -59.9% $6.43 -15.6%
2219 DOCS DOXIMITY INC Healthcare 678.0 $16K +470.0 +226.0% $23.37 -14.1%
2220 EPS WISDOMTREE TR 231.0 $16K +20.0 +9.5% $68.11 +14.4%
Page 111 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%