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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 101 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 RXST RXSIGHT INC Healthcare 29,561.0 $142K 0.00% +27K +1196.0% $4.82 +46.3%
2002 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 5,432.0 $142K 0.00% +5K +848.0% $26.22 -9.3%
2003 HAP VANECK ETF TRUST 2,076.0 $142K 0.00% +2K +652.2% $68.60 +11.2%
2004 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 186,862.0 $142K 0.00% +159K +562.6% $0.76 -54.0%
2005 CLDT CHATHAM LODGING TR Real Estate 10,688.0 $141K 0.00% +10K +1720.8% $13.23 +3.3%
2006 PENG PENGUIN SOLUTIONS INC Technology 1,858.0 $141K 0.00% +2K +1435.5% $76.02 -34.9%
2007 ONON ON HLDG AG Consumer Cyclical 3,978.0 $141K 0.00% +2K +128.6% $35.42 -18.5%
2008 OPK OPKO HEALTH INC Healthcare 93,616.0 $140K 0.00% +93K +10000.0% $1.50 -1.3%
2009 AVNS AVANOS MED INC Healthcare 5,639.0 $140K 0.00% +5K +469.6% $24.88 +0.4%
2010 HAFC HANMI FINL CORP Financial Services 4,318.0 $140K 0.00% +4K +1793.9% $32.40 -3.9%
2011 EVTC EVERTEC INC Technology 5,036.0 $140K 0.00% +5K +1194.6% $27.78 +7.9%
2012 NZF NUVEEN MUN CR INCOME FD Financial Services 11,014.0 $140K 0.00% +4K +47.4% $12.68 -3.9%
2013 CRNC CERENCE INC Technology 12,326.0 $140K 0.00% +12K +1668.4% $11.32 -24.9%
2014 ENR ENERGIZER HLDGS INC Industrials 6,503.0 $139K 0.00% +6K +10000.0% $21.44 +3.9%
2015 TDW TIDEWATER INC NEW Energy 2,089.0 $139K 0.00% +553.0 +36.0% $66.63 +39.0%
2016 DEA EASTERLY GOVT PPTYS INC Real Estate 5,579.0 $139K 0.00% +5K +1379.8% $24.93 -1.2%
2017 AHRT AH RLTY TR INC Financial Services 19,549.0 $138K 0.00% +11K +135.7% $7.08 -7.6%
2018 LZB LA Z BOY INC Consumer Cyclical 3,430.0 $138K 0.00% +3K +10000.0% $40.12 -18.8%
2019 BMRC BANK OF MARIN BANCORP Financial Services 4,946.0 $137K 0.00% +5K +1346.2% $27.70 -3.9%
2020 LXP INDUSTRIAL TRUST 2,524.0 $136K 0.00% +2K +6056.1% $53.88
Page 101 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%