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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 182 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 CMTG Claros Mortgage Trust, Inc. Real Estate 39.0 $93.0 +34.0 +680.0% $2.38 -8.6%
3622 SLQT Selectquote Inc Financial Services 146.0 $92.0 NEW $0.63 +66.6%
3623 GBUG SPROTT FDS TR Financial Services 2.0 $91.0 NEW $45.50 -6.0%
3624 TKNO ALPHA TEKNOVA INC Healthcare 31.0 $90.0 NEW $2.90 +27.4%
3625 OPY Oppenheimer Holdings Inc Financial Services 102.0 $89.0 -376.0 -78.7% $0.87 +10972.2%
3626 AQUABOUNTY TECHNOLOGIES INC 1.0 $89.0 -101.0 -99.0% $89.00
3627 Shoulder Innovations Inc 6.0 $87.0 NEW $14.50
3628 DCGO Docgo Inc Healthcare 136.0 $86.0 NEW $0.63 -4.8%
3629 Inhibikase Therapeutics 49.0 $82.0 NEW $1.67
3630 MMI Marcus and Millichap Inc Real Estate 3.0 $80.0 +2.0 +200.0% $26.67 +6.9%
3631 BHR Braemar Hotels & Resorts Inc Real Estate 33.0 $78.0 NEW $2.36 +5.8%
3632 ISPR Ispire Technoloy Inc Consumer Defensive 3.0 $75.0 -6.0 -66.7% $25.00 -92.2%
3633 GENC Gencor Industries Inc Industrials 5.0 $75.0 NEW $15.00 -5.4%
3634 INMB Inmune Bio Inc Healthcare 66.0 $75.0 NEW $1.14 +26.7%
3635 Sutro Biopharma Inc 41.0 $75.0 +38.0 +1266.7% $1.83
3636 SEVN Seven Hills Realty Trust Real Estate 9.0 $74.0 NEW $8.22 +1.2%
3637 MTEX MANNATECH INC Consumer Defensive 12.0 $72.0 $6.00 -26.3%
3638 STRW Strawberry Fields Reit Inc Real Estate 6.0 $71.0 NEW $11.83 +11.4%
3639 FLYX Flyexclusive Inc Cl A Industrials 2.0 $70.0 NEW $35.00 -92.9%
3640 Chain Bridge Bancorp 31.0 $70.0 NEW $2.26
Page 182 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%