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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 121 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 ESAB ESAB CORPORATION Industrials 112.0 $11K +58.0 +107.4% $96.66 -0.0%
2402 MTX MINERALS TECHNOLOGIES INC Basic Materials 152.0 $11K +95.0 +166.7% $70.92 +7.8%
2403 GROY GOLD ROYALTY CORP Basic Materials 3,000.0 $11K $3.58 -21.2%
2404 FRHC FREEDOM HOLDING CORP Financial Services 74.0 $11K +9.0 +13.8% $144.89 -3.9%
2405 TDAY USA TODAY CO INC Communication Services 1,520.0 $11K +278.0 +22.4% $7.05 +13.7%
2406 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 356.0 $11K -2K -84.9% $29.99 -8.1%
2407 BROOKFIELD BUSINESS CORP 337.0 $11K NEW $31.64
2408 ASIX ADVANSIX INC Basic Materials 436.0 $11K +322.0 +282.5% $24.40 -20.7%
2409 RZG INVESCO S&P SMALLCAP 600 PURE GROWTH ETF 186.0 $11K $56.96 +21.4%
2410 OII OCEANEERING INTL INC Energy 298.0 $11K -11K -97.5% $35.47 +2.3%
2411 VIZSLA SILVER CORP 3,200.0 $11K +700.0 +28.0% $3.30
2412 ASCENDIS PHARMA A/S SPONSORED ADR 46.0 $11K -107.0 -69.9% $228.74
2413 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 231.0 $10K -905.0 -79.7% $45.40 -26.0%
2414 ARKX ARK ETF TR 356.0 $10K +59.0 +19.9% $29.35 +11.8%
2415 CVBF CVB FINL CORP Financial Services 535.0 $10K +270.0 +101.9% $19.39 +11.1%
2416 KVYO Klaviyo Inc Technology 533.0 $10K +520.0 +4000.0% $19.46 -30.7%
2417 FMNB FARMERS NATIONAL BANC CORP Financial Services 788.0 $10K +394.0 +100.0% $13.16 +9.3%
2418 EINC VanEck Energy Income ETF High Inc MLP 88.0 $10K -2K -96.5% $117.82 +1.7%
2419 SCL STEPAN CO Basic Materials 207.0 $10K +135.0 +187.5% $49.99 +5.5%
2420 FXH FIRST TR EXCHANGE-TRADED FD 94.0 $10K -27.0 -22.3% $109.78 +6.3%
Page 121 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%