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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 135 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 JAMES RIV GROUP HOLDINGS INC 1,048.0 $6K +141.0 +15.6% $6.00
2682 WWJD NORTHERN LTS FD TR IV 168.0 $6K $37.39 +5.6%
2683 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 200.0 $6K $31.19 +7.4%
2684 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 676.0 $6K $9.21 +13.1%
2685 RGNX REGENXBIO INC Healthcare 742.0 $6K +400.0 +117.0% $8.38 -20.2%
2686 NLOP NET LEASE OFFICE PROPERTIES Real Estate 538.0 $6K -247.0 -31.5% $11.54 +3.9%
2687 BXC BLUELINX HLDGS INC Industrials 114.0 $6K -23.0 -16.8% $54.18 -3.3%
2688 GRNT GRANITE RIDGE RESOURCES INC Energy 1,052.0 $6K -1K -53.6% $5.87 -14.8%
2689 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 685.0 $6K +113.0 +19.8% $9.01 +20.7%
2690 MLKN MILLERKNOLL INC Consumer Cyclical 425.0 $6K +284.0 +201.4% $14.46 +13.1%
2691 SOUNDTHINKING INC 925.0 $6K +682.0 +280.7% $6.62
2692 XPLR INFRASTRUCTURE LP 576.0 $6K -1K -67.3% $10.62
2693 CNOB CONNECTONE BANCORP INC Financial Services 228.0 $6K +68.0 +42.5% $26.77 +11.5%
2694 PRAA PRA GROUP INC Financial Services 347.0 $6K +65.0 +23.1% $17.50 -14.0%
2695 RDW REDWIRE CORPORATION Industrials 714.0 $6K +58.0 +8.8% $8.50 +182.4%
2696 PCVX VAXCYTE INC Healthcare 104.0 $6K +12.0 +13.0% $58.12 -12.2%
2697 HAFC HANMI FINL CORP Financial Services 228.0 $6K +122.0 +115.1% $26.36 +15.6%
2698 TRIPLE FLAG PRECIOUS METAL 173.0 $6K $34.71
2699 FC FRANKLIN COVEY CO Industrials 380.0 $6K +375.0 +7500.0% $15.79 +51.5%
2700 ALRS ALERUS FINL CORP Financial Services 253.0 $6K +124.0 +96.1% $23.71 +21.1%
Page 135 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%