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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 102 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 ESLT ELBIT SYS LTD Industrials 179.0 $136K 0.00% +17.0 +10.5% $758.72 -6.6%
2022 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 4,861.0 $136K 0.00% +4K +506.9% $27.93 -15.7%
2023 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,144.0 $136K 0.00% +1K +10000.0% $118.53 -26.7%
2024 APLE APPLE HOSPITALITY REIT INC Real Estate 8,042.0 $135K 0.00% +7K +850.6% $16.81 -1.5%
2025 ERAS ERASCA INC Healthcare 7,360.0 $135K 0.00% +7K +9584.2% $18.32 -1.6%
2026 PEB PEBBLEBROOK HOTEL TR Real Estate 6,889.0 $134K 0.00% +6K +428.7% $19.41 -4.7%
2027 NEWT NEWTEKONE INC Financial Services 9,000.0 $133K 0.00% +9K +3796.1% $14.81 -19.6%
2028 DHT DHT HOLDINGS INC Energy 8,026.0 $133K 0.00% +7K +690.0% $16.53 +18.9%
2029 OMFS INVESCO EXCH TRD SLF IDX FD 2,487.0 $133K 0.00% +131.0 +5.6% $53.34 -1.1%
2030 ROCK GIBRALTAR INDS INC Industrials 2,940.0 $133K 0.00% +3K +8066.7% $45.10 +0.4%
2031 OMDA OMADA HEALTH INC Healthcare 6,039.0 $133K 0.00% +6K +2845.8% $21.95 +7.9%
2032 MAX MEDIAALPHA INC Communication Services 10,534.0 $132K 0.00% +9K +798.8% $12.57 +2.2%
2033 MITK MITEK SYS INC Technology 6,575.0 $132K 0.00% +6K +3473.4% $20.13 -6.4%
2034 ARVN ARVINAS INC Healthcare 15,814.0 $131K 0.00% +15K +3453.7% $8.31 +10.5%
2035 BANC BANC OF CALIFORNIA INC Financial Services 6,420.0 $131K 0.00% +3K +79.2% $20.43 -9.0%
2036 TDVG T ROWE PRICE EXCHANGE-TRADED 2,665.0 $131K 0.00% +312.0 +13.3% $49.04 +2.1%
2037 MTDR MATADOR RES CO Energy 2,609.0 $130K 0.00% +2K +241.5% $49.79 +13.3%
2038 PRCT PROCEPT BIOROBOTICS CORP Healthcare 5,741.0 $130K 0.00% +6K +10000.0% $22.58 -7.7%
2039 IXJ ISHARES TR 1,314.0 $129K 0.00% +1K +328.0% $98.38 +6.5%
2040 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 9,174.0 $129K 0.00% +9K +1695.3% $14.07 -1.3%
Page 102 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%