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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 120 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 CUSHMAN AND WAKEFIELD LTD 897.0 $11K +805.0 +875.0% $12.59
2382 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 242.0 $11K +48.0 +24.7% $46.51 -2.0%
2383 PLMR PALOMAR HLDGS INC Financial Services 94.0 $11K +26.0 +38.2% $119.51 -2.9%
2384 QGRW WISDOMTREE TR 210.0 $11K NEW $53.43 +19.9%
2385 SUPN SUPERNUS PHARMACEUTICALS Healthcare 217.0 $11K -240.0 -52.5% $51.69 -14.0%
2386 XJR ISHARES TR 257.0 $11K $43.54 +16.3%
2387 BCPC BALCHEM CORP Basic Materials 66.0 $11K +15.0 +29.4% $169.48 -2.0%
2388 JBS N.V. 618.0 $11K -133.0 -17.7% $17.96
2389 TS TENARIS S A Energy 191.0 $11K -226.0 -54.2% $58.09 -0.1%
2390 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 523.0 $11K +48.0 +10.1% $21.18 +16.8%
2391 VVX V2X INC Industrials 161.0 $11K -249.0 -60.7% $68.50 +19.7%
2392 ECPG ENCORE CAP GROUP INC Financial Services 157.0 $11K +117.0 +292.5% $70.12 +22.5%
2393 NERD LISTED FDS TR 526.0 $11K $20.92 -6.3%
2394 ALKS ALKERMES PLC Healthcare 233.0 $11K +117.0 +100.9% $47.20 +1.8%
2395 XSLV INVESCO EXCH TRADED FD TR II 311.0 $11K -154.0 -33.1% $35.36 +45.5%
2396 BBEU J P MORGAN EXCHANGE TRADED F 151.0 $11K +23.0 +18.0% $72.31 +5.4%
2397 MAX MEDIAALPHA INC Communication Services 1,172.0 $11K +73.0 +6.6% $9.30 +11.3%
2398 WSBF WATERSTONE FINL INC MD Financial Services 602.0 $11K +142.0 +30.9% $18.03 +6.2%
2399 GALAXY DIGITAL INC. 588.0 $11K -132.0 -18.3% $18.45
2400 NIO NIO INC SPON ADS Consumer Cyclical 1,798.0 $11K -6K -76.8% $6.03 -15.6%
Page 120 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%