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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 118 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 VICR VICOR CORP Technology 75.0 $12K +1.0 +1.4% $161.00 +108.0%
2342 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 358.0 $12K +75.0 +26.5% $33.65 +4.1%
2343 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 182.0 $12K +87.0 +91.6% $66.11 +5.8%
2344 BRC BRADY CORP Industrials 148.0 $12K +51.0 +52.6% $81.24 +6.0%
2345 DX DYNEX CAP INC COM Real Estate 942.0 $12K -114.0 -10.8% $12.76 +1.2%
2346 CNA CNA FINL CORP Financial Services 261.0 $12K -951.0 -78.5% $45.92 +2.0%
2347 WSBC WESBANCO INC Financial Services 347.0 $12K +111.0 +47.0% $34.54 +7.9%
2348 FDHY Fidelity Enhanced High Yield ETF 246.0 $12K -501.0 -67.1% $48.54 +1.4%
2349 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 2,017.0 $12K +385.0 +23.6% $5.91 +21.2%
2350 PRGO PERRIGO CO PLC Healthcare 1,109.0 $12K +1K +1105.4% $10.75 -11.2%
2351 SNAP SNAP INC Communication Services 2,584.0 $12K -725.0 -21.9% $4.60 -3.1%
2352 ITGR INTEGER HLDGS CORP Healthcare 135.0 $12K -357.0 -72.6% $88.00 +1.2%
2353 BKF ISHARES INC 292.0 $12K NEW $40.67 -3.7%
2354 MCRI Monarch Casino & Resort Inc Consumer Cyclical 124.0 $12K +123.0 +10000.0% $95.60 +33.8%
2355 FSLR FIRST SOLAR INC Energy 60.0 $12K -115.0 -65.7% $197.27 +27.4%
2356 EGY VAALCO ENERGY INC Energy 1,858.0 $12K NEW $6.34 -16.2%
2357 CRSR CORSAIR GAMING INC Technology 2,120.0 $12K -304.0 -12.5% $5.55 +59.7%
2358 MSBI MIDLAND STATES BANCORP INC Financial Services 527.0 $12K +201.0 +61.7% $22.31 +35.2%
2359 TMC TMC THE METALS COMPANY INC Basic Materials 2,507.0 $12K -2K -44.4% $4.67 +3.9%
2360 AVGE American Century ETF Trust - Avantis All Equity Markets 133.0 $12K -529.0 -79.9% $88.02 +11.2%
Page 118 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%