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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 95 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 TVTX TRAVERE THERAPEUTICS INC Healthcare 743.0 $31K 0.00% +638.0 +607.6% $42.01 +31.3%
1882 NATL NCR ATLEOS CORPORATION Technology 707.0 $31K 0.00% +518.0 +274.1% $43.77 -0.3%
1883 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 554.0 $31K 0.00% +445.0 +408.3% $55.79 +18.7%
1884 SN SHARKNINJA INC Consumer Cyclical 288.0 $31K 0.00% +237.0 +464.7% $107.28 +31.3%
1885 BIRKENSTOCK HOLDING PLC COM SHS 855.0 $31K 0.00% -14.0 -1.6% $35.88
1886 MRCY MERCURY SYS INC Industrials 420.0 $31K 0.00% -117.0 -21.8% $72.91 +56.2%
1887 CNTY CENTURY CASINOS INC Consumer Cyclical 21,980.0 $31K 0.00% $1.39 +1.4%
1888 NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 420.0 $30K 0.00% $72.57 +37.4%
1889 TRFK PACER FDS TR 489.0 $30K 0.00% -6K -92.8% $62.24 +75.6%
1890 LBRDA LIBERTY BROADBAND CORP Communication Services 606.0 $30K 0.00% +584.0 +2654.6% $50.22 -41.2%
1891 TEXN Ishares Tr TX Equity ETF 1,000.0 $30K 0.00% -12K -92.3% $30.41 +6.7%
1892 ECG EVERUS CONSTR GROUP Industrials 1,733.0 $30K 0.00% +1K +245.9% $17.44 +804.3%
1893 DIVERSIFIED ENERGY CO 256.0 $30K 0.00% -10K -97.6% $118.06
1894 IRT INDEPENDENCE RLTY TR INC Real Estate 2,024.0 $30K 0.00% -362.0 -15.2% $14.89 +6.2%
1895 IXG ISHARES TR 264.0 $30K 0.00% -88.0 -25.0% $114.00 +9.5%
1896 IRMD IRADIMED CORP Healthcare 312.0 $30K 0.00% -39.0 -11.1% $96.27 -4.2%
1897 FMC FMC CORP Basic Materials 1,741.0 $30K 0.00% -52.0 -2.9% $17.22 -32.9%
1898 GNW GENWORTH FINL INC Financial Services 3,392.0 $30K 0.00% +2K +115.4% $8.84 +1.3%
1899 DMAY FIRST TR EXCHNG TRADED FD VI 665.0 $30K 0.00% $44.93 +4.9%
1900 FIRST TR EXCHANGE-TRADED FD 801.0 $30K 0.00% $37.19
Page 95 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%