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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 130 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 GBCI GLACIER BANCORP INC NEW Financial Services 175.0 $8K +2.0 +1.2% $44.67 +6.7%
2582 EVER EVERQUOTE INC Communication Services 484.0 $8K +451.0 +1366.7% $16.09 +17.9%
2583 ANDE ANDERSONS INC Consumer Defensive 108.0 $8K +61.0 +129.8% $71.79 -0.8%
2584 MXL MAXLINEAR INC Technology 445.0 $8K +43.0 +10.7% $17.39 +455.1%
2585 BHB BAR HBR BANKSHARES Financial Services 236.0 $8K +18.0 +8.3% $32.45 +6.7%
2586 CMPR CIMPRESS PLC Communication Services 85.0 $8K +49.0 +136.1% $89.91 +12.0%
2587 AVBP ARRIVENT BIOPHARMA INC Healthcare 330.0 $8K +139.0 +72.8% $23.07 +15.6%
2588 CAE CAE INC COM Industrials 292.0 $8K -810.0 -73.5% $26.05 -1.3%
2589 OPCH OPTION CARE HEALTH INC Healthcare 326.0 $8K +78.0 +31.4% $23.31 -8.0%
2590 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 431.0 $8K -204.0 -32.1% $17.62 +12.7%
2591 JGH Nuveen Global High Income Financial Services 621.0 $8K -49K -98.8% $12.22 +4.3%
2592 GUNR FLEXSHARES TR 137.0 $8K $55.16 -1.8%
2593 ACMR ACM Research Inc Technology 89.0 $8K -917.0 -91.2% $84.58 +10.5%
2594 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 679.0 $8K -207.0 -23.4% $11.07 -16.5%
2595 DKS DICKS SPORTING GOODS INC Consumer Cyclical 38.0 $8K -974.0 -96.2% $197.63 +15.4%
2596 WABC West America BanCorp Financial Services 144.0 $8K +141.0 +4700.0% $52.15 +5.6%
2597 HAE HAEMONETICS CORP MASS Healthcare 133.0 $7K -127.0 -48.9% $56.37 +20.5%
2598 BLKB BLACKBAUD INC Technology 194.0 $7K +107.0 +123.0% $38.61 -21.7%
2599 FIRST TR HIGH YIELD OPPRT 20 553.0 $7K $13.53
2600 CTRE CARETRUST REIT INC Real Estate 92.0 $7K -1K -93.2% $81.16 -49.1%
Page 130 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%