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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 141 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 DSU BLACKROCK DEBT STRATEGIES FD I COM NEW Financial Services 500.0 $5K $9.59 +2.8%
2802 FOR FORESTAR GROUP INC Real Estate 196.0 $5K +99.0 +102.1% $24.44 +11.5%
2803 ACA ARCOSA INC COM Industrials 45.0 $5K -137.0 -75.3% $106.13 +19.8%
2804 TRC TEJON RANCH CO Industrials 253.0 $5K +2.0 +0.8% $18.84 +3.9%
2805 DC DAKOTA GOLD CORP Basic Materials 941.0 $5K -570.0 -37.7% $5.05 +9.4%
2806 CMCL CALEDONIA MNG CORP Basic Materials 199.0 $5K +121.0 +155.1% $23.84 -2.6%
2807 BZH BEAZER HOMES USA INC Consumer Cyclical 246.0 $5K -120.0 -32.8% $19.24 +28.9%
2808 ARVN ARVINAS INC Healthcare 445.0 $5K +70.0 +18.7% $10.60 -16.7%
2809 UDMY UDEMY INC Consumer Defensive 1,020.0 $5K +690.0 +209.1% $4.62 +0.2%
2810 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 129.0 $5K -71.0 -35.5% $36.40 +4.7%
2811 LXU LSB INDS INC Basic Materials 315.0 $5K +14.0 +4.7% $14.90 -13.0%
2812 FTS FORTIS INC COM Utilities 84.0 $5K -873.0 -91.2% $55.79 +1.7%
2813 RCKT Rocket Pharmaceuticals Inc Healthcare 1,309.0 $5K +1K +3640.0% $3.58 -16.5%
2814 FXD FIRST TR EXCHANGE-TRADED FD 73.0 $5K $64.03 +5.8%
2815 ANIK ANIKA THERAPEUTICS INC Healthcare 322.0 $5K +36.0 +12.6% $14.50 +1.6%
2816 OFIX ORTHOFIX MED INC Healthcare 407.0 $5K +399.0 +4987.5% $11.47 -17.4%
2817 AROW ARROW FINL CORP Financial Services 139.0 $5K +36.0 +35.0% $33.58 +9.7%
2818 CLDT CHATHAM LODGING TR Real Estate 587.0 $5K +575.0 +4791.7% $7.87 +40.5%
2819 Amer Sports Inc 138.0 $5K +134.0 +3350.0% $33.28
2820 NEOG NEOGEN CORP Healthcare 493.0 $5K +293.0 +146.5% $9.29 +0.2%
Page 141 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%