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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 114 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 TNDM TANDEM DIABETES CARE INC Healthcare 748.0 $14K +250.0 +50.2% $19.17 -25.2%
2262 MYRG MYR Group Inc Industrials 37.0 $14K +31.0 +516.7% $387.03 +24.8%
2263 IYE ISHARES TR 220.0 $14K -1K -82.6% $64.77 -11.2%
2264 BBCA J P MORGAN EXCHANGE TRADED F 151.0 $14K +24.0 +18.9% $94.27 +6.2%
2265 IMMUNITYBIO INC 1,855.0 $14K -20K -91.6% $7.67
2266 TU TELUS CORPORATION COM Communication Services 1,103.0 $14K -602.0 -35.3% $12.83 -11.6%
2267 UBSI UNITED BANKSHARES INC WEST V Financial Services 341.0 $14K +245.0 +255.2% $41.42 +8.5%
2268 VIR VIR BIOTECHNOLOGY INC Healthcare 1,574.0 $14K +889.0 +129.8% $8.96 +2.2%
2269 RXST RXSIGHT INC Healthcare 2,281.0 $14K +2K +212.9% $6.16 -19.5%
2270 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 52.0 $14K -162.0 -75.7% $269.10 +47.3%
2271 QXO QXO INC Industrials 1,214.0 $14K -95.0 -7.3% $11.50 +45.5%
2272 Z ZILLOW GROUP INC Communication Services 337.0 $14K +128.0 +61.2% $41.38 -22.4%
2273 VPG VISHAY PRECISION GROUP INC Technology 320.0 $14K -73.0 -18.6% $43.42 +225.5%
2274 AVNS AVANOS MED INC Healthcare 990.0 $14K +86.0 +9.5% $14.01 +77.7%
2275 ASAN ASANA INC Technology 2,162.0 $14K +1K +97.8% $6.40 +5.5%
2276 PLAB PHOTRONICS INC Technology 342.0 $14K +111.0 +48.0% $40.41 -15.7%
2277 ITRI ITRON INC Technology 154.0 $14K -90.0 -36.9% $89.64 -8.8%
2278 PENN PENN ENTERTAINMENT INC Consumer Cyclical 918.0 $14K -525.0 -36.4% $15.03 +38.6%
2279 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 1,000.0 $14K -2K -60.9% $13.79 +4.4%
2280 HYDB ISHARES TR 296.0 $14K -2K -85.7% $46.52 +0.5%
Page 114 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%