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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 186 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 Kulr Technology Group Inc 10.0 $24.0 NEW $2.40
3702 CIX CompX International Inc Industrials 1.0 $23.0 NEW $23.00 +2.0%
3703 LVWR Livewire Group Inc Com Consumer Cyclical 3.0 $23.0 NEW $7.67 -81.5%
3704 LUNG Pulmonx Corp Com Healthcare 3.0 $23.0 NEW $7.67 -79.9%
3705 GPRO GoPro Inc Technology 6.0 $23.0 -24.0 -80.0% $3.83 -74.2%
3706 SES SES AI Corp A Consumer Cyclical 14.0 $23.0 -10.0 -41.7% $1.64 -36.7%
3707 WALD Waldencast Acquisition Corp Technology 18.0 $23.0 NEW $1.28 +2.5%
3708 GWRS Global Wtr Res Inc Com Utilities 24.0 $23.0 NEW $0.96 +629.4%
3709 AARD Aardvark Therapeutics Inc Healthcare 24.0 $23.0 NEW $0.96 +370.6%
3710 ARAY Accuray Inc Healthcare 30.0 $23.0 NEW $0.77 -60.0%
3711 WVE WAVE LIFE SCIENCES LTD Healthcare 58.0 $23.0 +44.0 +314.3% $0.40 +1461.0%
3712 VINP VINCI COMPASS INVESTMENTS LT Financial Services 2.0 $22.0 $11.00 -6.0%
3713 SKYX SkyX Platforms Corp Industrials 5.0 $21.0 NEW $4.20 -72.6%
3714 SBFG Sb Financial Group Inc Financial Services 5.0 $21.0 NEW $4.20 +418.3%
3715 Skillsoft Corp A 1.0 $21.0 NEW $21.00
3716 Sbc Med Group Hldgs Inc Com 19.0 $21.0 NEW $1.11
3717 PYXS Pyxis Healthcare 1.0 $20.0 -13.0 -92.9% $20.00 -90.0%
3718 MPLT Maplight Therapeutics Inc Com Healthcare 5.0 $20.0 NEW $4.00 +632.0%
3719 CRVO Cervomed Inc Com Healthcare 14.0 $20.0 +9.0 +180.0% $1.43 +116.3%
3720 VRA Vera Bradley Inc Consumer Cyclical 6.0 $19.0 $3.17 +4.2%
Page 186 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%