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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $15.1B AUM 5,207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1528 New 3279 Added 216 Reduced 88 Exited
Page 100 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 6,812.0 $149K 0.00% +6K +1064.4% $21.86 -10.6%
1982 LFST LIFESTANCE HEALTH GROUP INC Healthcare 13,899.0 $149K 0.00% +11K +465.5% $10.71 +14.9%
1983 BRX BRIXMOR PPTY GROUP INC Real Estate 4,705.0 $148K 0.00% +1K +37.6% $31.53 -7.5%
1984 BCE BCE INC Communication Services 6,895.0 $148K 0.00% +2K +42.6% $21.51 +9.1%
1985 NOVT NOVANTA INC Technology 911.0 $148K 0.00% +855.0 +1526.8% $162.24 -12.4%
1986 BDN BRANDYWINE RLTY TR Real Estate 46,622.0 $148K 0.00% +46K +5641.6% $3.17 -3.5%
1987 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 13,916.0 $147K 0.00% +10K +254.5% $10.57 -5.7%
1988 PEBO PEOPLES BANCORP INC Financial Services 3,812.0 $146K 0.00% +4K +3637.2% $38.41 +3.3%
1989 SAM BOSTON BEER INC Consumer Defensive 827.0 $146K 0.00% +653.0 +375.3% $177.03 +3.4%
1990 XJH ISHARES TR 2,801.0 $146K 0.00% +161.0 +6.1% $52.15 -1.6%
1991 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 4,003.0 $146K 0.00% +4K +1932.0% $36.41 +7.7%
1992 GTY GETTY RLTY CORP NEW Real Estate 4,343.0 $145K 0.00% +4K +1576.8% $33.36 -1.5%
1993 MLAB MESA LABS INC Technology 1,455.0 $145K 0.00% +725.0 +99.3% $99.54 +29.7%
1994 EQH EQUITABLE HLDGS INC Financial Services 3,299.0 $145K 0.00% +794.0 +31.7% $43.88 +14.4%
1995 FROG JFROG LTD Technology 1,591.0 $145K 0.00% +1K +774.2% $90.88 +8.6%
1996 MYGN MYRIAD GENETICS INC Healthcare 25,270.0 $144K 0.00% +25K +3551.7% $5.71 -44.7%
1997 NHC NATIONAL HEALTHCARE CORP Healthcare 681.0 $144K 0.00% +570.0 +513.5% $211.36 +5.4%
1998 GRAL GRAIL INC Healthcare 2,097.0 $143K 0.00% +2K +2310.3% $68.27 +17.2%
1999 RYZ RYERSON HLDG CORP Consumer Defensive 5,805.0 $143K 0.00% +5K +1664.4% $24.61 +2.9%
2000 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1,858.0 $143K 0.00% +1K +157.3% $76.88 -5.8%
Page 100 of 164  ·  3,279 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
Technology 25.1%
Financial Services 22.7%
Industrials 12.8%
Healthcare 8.8%
Energy 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Communication Services 4.2%
Utilities 2.8%
Real Estate 2.2%