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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 173 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 AIRJ AirJoule Technologies Corp Industrials 168.0 $422.0 NEW $2.51 +74.0%
3442 DNTH Dianthus Therapeutics Inc Healthcare 5.0 $420.0 +4.0 +400.0% $84.00 +3.0%
3443 GLDW Roundhill Gold Weeklypay Etf Financial Services 439.0 $417.0 NEW $0.95 +5009.0%
3444 CANOPY GROWTH CORPORATION 8.0 $417.0 -2K -99.6% $52.12
3445 NC Nacco Industries Inc Energy 6.0 $416.0 NEW $69.33 -29.3%
3446 MNDY MONDAY COM LTD Technology 8.0 $416.0 -519.0 -98.5% $52.00 +52.0%
3447 MH McGraw Hill Inc Consumer Defensive 30.0 $411.0 +29.0 +2900.0% $13.70 -12.2%
3448 XMTR Xometry Inc Cl A Com Industrials 10.0 $408.0 +4.0 +66.7% $40.80 +118.7%
3449 ANGX ANGEL STUDIOS INC Communication Services 133.0 $406.0 $3.05 -7.3%
3450 SCHMID GROUP N.V. 76.0 $403.0 NEW $5.30
3451 HTZ HERTZ GLOBAL HLDGS INC Industrials 87.0 $402.0 -97.0 -52.7% $4.62 +14.7%
3452 MLN VANECK LONG MUNI ETF 23.0 $401.0 $17.43 -0.6%
3453 FRBA First Bank Financial Services 25.0 $400.0 NEW $16.00 -3.2%
3454 CHRS Coherus Oncology Inc Healthcare 233.0 $394.0 +211.0 +959.1% $1.69 -4.8%
3455 Hippo Holdings Inc. 15.0 $391.0 +14.0 +1400.0% $26.07
3456 SINCLAIR INC 30.0 $389.0 -267.0 -89.9% $12.97
3457 Frontview REIT Inc 25.0 $387.0 +20.0 +400.0% $15.48
3458 ALEC Alector Inc Healthcare 179.0 $385.0 NEW $2.15 +2.8%
3459 PSN PARSONS CORP DEL Industrials 39.0 $376.0 -1K -96.5% $9.64 +457.1%
3460 MGTX Meiragtx Holdings Plc Healthcare 43.0 $372.0 NEW $8.65 +6.8%
Page 173 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%