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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 113 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 NIQ GLOBAL INTELLIGENCE PLC 1,326.0 $15K +1K +516.7% $11.37
2242 RSI Rush Street Interactive Inc Consumer Cyclical 690.0 $15K +679.0 +6172.7% $21.75 +40.3%
2243 KALU KAISER ALUMINIUM CORPORATION Basic Materials 124.0 $15K -17.0 -12.1% $120.52 +53.5%
2244 PRNT 3D PRINTING ETF 730.0 $15K $20.43 +21.9%
2245 XLSR SSGA ACTIVE TR 258.0 $15K $57.74 +12.5%
2246 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 255.0 $15K -312.0 -55.0% $58.37 +22.7%
2247 BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR Basic Materials 412.0 $15K -1K -76.2% $36.04 -10.1%
2248 ERO ERO COPPER CORP Basic Materials 556.0 $15K -165.0 -22.9% $26.66 +14.2%
2249 OLP ONE LIBERTY PPTYS INC Real Estate 689.0 $15K +15.0 +2.2% $21.46 +11.9%
2250 BNS BANK NOVA SCOTIA B C COM Financial Services 213.0 $15K -772.0 -78.4% $69.31 +25.4%
2251 VNDA VANDA PHARMACEUTICALS INC Healthcare 2,133.0 $15K +945.0 +79.5% $6.91 -16.1%
2252 ESQ ESQUIRE FINL HLDGS INC Financial Services 136.0 $15K -95.0 -41.1% $107.63 +6.0%
2253 ELEMENTAL RTY CORP 775.0 $15K $18.84
2254 PATK PATRICK INDS INC Consumer Cyclical 131.0 $15K -420.0 -76.2% $111.39 -22.4%
2255 MTA METALLA RTY & STREAMING LTD Basic Materials 2,200.0 $15K $6.63 +9.4%
2256 FFIC FLUSHING FINL CORP Financial Services 945.0 $15K +834.0 +751.4% $15.36 +0.7%
2257 ADNT ADIENT PLC Consumer Cyclical 717.0 $14K +288.0 +67.1% $20.21 +1.9%
2258 WDFC WD 40 CO Basic Materials 71.0 $14K -172.0 -70.8% $203.94 +11.4%
2259 XOP SPDR SERIES TRUST 79.0 $14K -11.0 -12.2% $181.84 -14.8%
2260 CATY CATHAY GEN BANCORP Financial Services 288.0 $14K -266.0 -48.0% $49.86 +20.2%
Page 113 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%