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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 154 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 ARDT Ardent Health Partners Inc Healthcare 276.0 $2K NEW $8.56 +8.4%
3062 AMN AMN HEALTHCARE SVCS INC COM Healthcare 126.0 $2K +108.0 +600.0% $18.72 +45.7%
3063 MOOG INC 8.0 $2K -46.0 -85.2% $292.75
3064 ARQ INC 913.0 $2K +113.0 +14.1% $2.56
3065 TWI TITAN INTL INC ILL Industrials 338.0 $2K -312.0 -48.0% $6.91 +4.6%
3066 ACDC Profrac Hldg Corp Class A Com Energy 83.0 $2K NEW $28.08 -74.2%
3067 MILLROSE PPTYS INC 376.0 $2K -324.0 -46.3% $6.20
3068 NDLS NOODLES & CO Consumer Cyclical 271.0 $2K NEW $8.55 +35.4%
3069 FSBW FS BANCORP INC Financial Services 60.0 $2K -3.0 -4.8% $38.60 +5.5%
3070 GRACE THERAPEUTICS INC COM 500.0 $2K NEW $4.63
3071 PLTK Playtika Hldg Corp Com Technology 826.0 $2K +302.0 +57.6% $2.80 +21.2%
3072 ARLO Arlo Technologies Inc Industrials 161.0 $2K NEW $14.23 -5.4%
3073 EFSC ENTERPRISE FINL SVCS CORP Financial Services 42.0 $2K -41.0 -49.4% $54.12 +13.2%
3074 GCI LIBERTY INC 61.0 $2K +7.0 +13.0% $37.21
3075 ARCB ARCBEST CORP Industrials 23.0 $2K -61.0 -72.6% $98.39 +31.5%
3076 RLAY Relay Therapeutics Inc Com Healthcare 227.0 $2K +208.0 +1094.7% $9.95 +40.8%
3077 BFS SAUL CTRS INC Real Estate 69.0 $2K -1.0 -1.4% $32.58 +6.4%
3078 CAC CAMDEN NATL CORP Financial Services 47.0 $2K +19.0 +67.9% $47.47 +4.8%
3079 FXI ISHARES TR 62.0 $2K $35.90 -0.6%
3080 FSUN FIRSTSUN CAP BANCORP Financial Services 61.0 $2K NEW $36.48 -1.9%
Page 154 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%