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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 103 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 FRPT FRESHPET INC Consumer Defensive 2,179.0 $129K 0.00% +2K +4258.0% $59.11 +19.8%
2042 ISCG ISHARES TR 1,964.0 $129K 0.00% +982.0 +100.0% $65.54 -2.2%
2043 PARR PAR PAC HOLDINGS INC Energy 2,293.0 $129K 0.00% +2K +391.0% $56.08 +40.6%
2044 SAIL SAILPOINT INC Technology 8,777.0 $128K 0.00% +6K +180.9% $14.64 +35.5%
2045 XHR XENIA HOTELS & RESORTS INC Real Estate 6,308.0 $128K 0.00% +6K +842.9% $20.36 -4.4%
2046 GH GUARDANT HEALTH INC Healthcare 854.0 $128K 0.00% +392.0 +84.8% $150.03 +7.6%
2047 SIFY TECHNOLOGIES LTD 7,698.0 $128K 0.00% +166.0 +2.2% $16.61
2048 LENNAR CORP 1,440.0 $128K 0.00% +1K +10000.0% $88.71
2049 STNE STONECO LTD Technology 11,777.0 $128K 0.00% +5K +83.2% $10.84 -10.4%
2050 UMH UMH PPTYS INC Real Estate 8,397.0 $127K 0.00% +7K +427.4% $15.14 +8.9%
2051 BBJP J P MORGAN EXCHANGE TRADED F 1,687.0 $127K 0.00% +1K +444.2% $75.31 +2.8%
2052 ADNT ADIENT PLC Consumer Cyclical 6,893.0 $127K 0.00% +6K +861.4% $18.38 +3.7%
2053 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 2,506.0 $127K 0.00% +2K +373.7% $50.53 -4.9%
2054 AMERICA MOVIL SAB DE CV 4,863.0 $126K 0.00% +3K +154.1% $25.99
2055 NAVN NAVAN INC Technology 5,522.0 $126K 0.00% +5K +1315.9% $22.87 +24.6%
2056 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 3,233.0 $126K 0.00% +3K +1403.7% $39.05 +2.4%
2057 USIG ISHARES TR 2,450.0 $126K 0.00% +2K +10000.0% $51.30 -1.9%
2058 SMTC SEMTECH CORP Technology 775.0 $125K 0.00% +743.0 +2321.9% $161.85 -19.0%
2059 BBSI BARRETT BUSINESS SVCS INC Industrials 3,527.0 $125K 0.00% +3K +1786.1% $35.52 -3.2%
2060 CNR CORE NATURAL RESOURCES INC Energy 1,563.0 $125K 0.00% +2K +3089.8% $80.02 +26.2%
Page 103 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%