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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 122 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 REPX RILEY EXPLORATION PERMIAN IN Energy 286.0 $10K +45.0 +18.7% $35.96 -9.1%
2422 CDP Copt Defense Properties Real Estate 325.0 $10K +157.0 +93.5% $31.54 +10.9%
2423 EOS EATON VANCE ENHANCED EQUITY Financial Services 500.0 $10K $20.46 +4.8%
2424 Putnam ETF Trust Franklin Muni HI 887.0 $10K $11.53
2425 DXPE DXP ENTERPRISES INC COM NEW Industrials 73.0 $10K NEW $139.73 +20.2%
2426 STN STANTEC INC Industrials 118.0 $10K -155.0 -56.8% $86.41 -19.6%
2427 ASLE Aersale Corp Industrials 1,572.0 $10K NEW $6.48 +0.8%
2428 UFEB INNOVATOR ETFS TRUST 150.0 $10K -130.0 -46.4% $67.76 -43.4%
2429 CRC CALIFORNIA RES CORP COM STOCK Energy 280.0 $10K +83.0 +42.1% $36.30 +47.2%
2430 KFY KORN FERRY Industrials 161.0 $10K +83.0 +106.4% $62.95 +12.2%
2431 APLE APPLE HOSPITALITY REIT INC Real Estate 846.0 $10K -1K -55.2% $11.89 +39.9%
2432 SYM Symbotic Inc Industrials 189.0 $10K -66.0 -25.9% $53.20 -25.9%
2433 CALM CAL MAINE FOODS INC Consumer Defensive 127.0 $10K -52.0 -29.1% $79.15 -0.2%
2434 LCID LUCID GROUP INC Consumer Cyclical 1,051.0 $10K -39.0 -3.6% $9.53 -46.0%
2435 FIGS Figs, Inc. Consumer Cyclical 794.0 $10K +774.0 +3870.0% $12.61 -6.6%
2436 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 31.0 $10K -445.0 -93.5% $322.87 +13.4%
2437 EQPT EquipmentShare.com Inc Industrials 489.0 $10K NEW $20.38 +9.4%
2438 VRTS VIRTUS INVT PARTNERS INC Financial Services 74.0 $10K +56.0 +311.1% $134.35 +5.6%
2439 RFDI FIRST TR EXCH TRADED FD III 121.0 $10K NEW $82.12 +5.7%
2440 PHR PHREESIA INC Healthcare 1,185.0 $10K +1K +5052.2% $8.38 +14.4%
Page 122 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%