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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 158 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 RLJ RLJ LODGING TR Real Estate 236.0 $2K +92.0 +63.9% $7.42 +29.0%
3142 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 78.0 $2K -21.0 -21.2% $22.41 +5.0%
3143 SEAT VIVID SEATS INC Communication Services 295.0 $2K NEW $5.91 +35.0%
3144 BGC BGC GROUP INC CL A Financial Services 178.0 $2K -30.0 -14.4% $9.78 +14.4%
3145 EXTR EXTREME NETWORKS INC Technology 89.0 $2K -110.0 -55.3% $19.35 +32.3%
3146 VNET VNET GROUP INC Technology 195.0 $2K +27.0 +16.1% $8.77 +8.7%
3147 MS SMALL-MID CAP EQUITY ETF 33.0 $2K NEW $51.61
3148 SFST SOUTHERN FIRST BANCSHARES Financial Services 31.0 $2K -3.0 -8.8% $54.52 +5.1%
3149 MTRX Matrix Svc Industrials 147.0 $2K NEW $11.48 +10.9%
3150 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 60.0 $2K +27.0 +81.8% $28.08 -34.4%
3151 EELV Invesco S&P Emerging Markets Low Volatility 86.0 $2K -1K -94.5% $19.59 +45.3%
3152 MGA MAGNA INTL INC COM Consumer Cyclical 30.0 $2K -101.0 -77.1% $55.80 +15.7%
3153 GIC GLOBAL INDUSTRIAL COMPANY Industrials 53.0 $2K +34.0 +178.9% $31.53 -5.7%
3154 CTKB Cytek Biosciences Inc Healthcare 221.0 $2K +209.0 +1741.7% $7.55 -46.9%
3155 IEP ICAHN ENTERPRISES LP Industrials 382.0 $2K +161.0 +72.8% $4.37 +72.8%
3156 TBCH TURTLE BEACH CORP Technology 164.0 $2K -12K -98.6% $10.15 +22.1%
3157 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 5.0 $2K -14.0 -73.7% $330.80 -1.4%
3158 WEST WESTROCK COFFEE CO Consumer Defensive 389.0 $2K -614.0 -61.2% $4.25 +96.4%
3159 VNLA Janus Henderson Short Duration Inc 34.0 $2K $48.41 +1.3%
3160 NXDR Nextdoor Holdings Inc Com Cl A Communication Services 1,175.0 $2K -1K -53.4% $1.40 +44.3%
Page 158 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%