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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 117 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 SLRC SLR INVESTMENT CORP COM Financial Services 889.0 $13K -863.0 -49.3% $14.31 -13.4%
2322 RVTY REVVITY INC Healthcare 145.0 $13K -84.0 -36.7% $87.61 +13.9%
2323 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 300.0 $13K -6.0 -2.0% $42.23 -1.2%
2324 BLBD Bluebird Corp Consumer Cyclical 223.0 $13K NEW $56.79 +32.5%
2325 ETB EATON VANCE TAX MNGED BUY WRIT COM Financial Services 875.0 $13K $14.42 +5.4%
2326 PJT PJT PARTNERS INC Financial Services 90.0 $13K -31.0 -25.6% $139.72 +11.0%
2327 FIBK FIRST INTST BANCSYSTEM INC Financial Services 354.0 $13K +311.0 +723.3% $35.37 +5.0%
2328 IDE VOYA INFRASTRUCTURE INDLS & MT COM Financial Services 1,000.0 $12K $12.48 +10.3%
2329 WKC WORLD KINECT CORPORATION Energy 539.0 $12K NEW $23.07 +37.2%
2330 DFAR DIMENSIONAL ETF TRUST 525.0 $12K $23.65 +11.3%
2331 PRG PROG HOLDINGS INC COM NPV Industrials 389.0 $12K -54.0 -12.2% $31.89 +22.6%
2332 QTUM ETF SER SOLUTIONS 115.0 $12K -1K -91.1% $107.74 +51.2%
2333 TPH TRI POINTE HOMES INC Consumer Cyclical 265.0 $12K -217.0 -45.0% $46.73 +0.5%
2334 CHEF CHEFS WHSE INC Consumer Defensive 208.0 $12K -255.0 -55.1% $59.46 +58.7%
2335 SONO SONOS INC Technology 916.0 $12K +11.0 +1.2% $13.40 +7.2%
2336 PRAXIS PRECISION MEDICINES I 38.0 $12K -26.0 -40.6% $322.21
2337 RLI RLI CORP Financial Services 213.0 $12K -253.0 -54.3% $57.04 -5.8%
2338 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 493.0 $12K +350.0 +244.8% $24.64 +9.0%
2339 HWKN HAWKINS INC Basic Materials 79.0 $12K -76.0 -49.0% $153.61 +6.6%
2340 INTA INTAPP INC Technology 471.0 $12K +417.0 +772.2% $25.64 -14.3%
Page 117 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%