BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 105 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 1,104.0 $120K 0.00% +682.0 +161.6% $108.35 -2.4%
2082 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,453.0 $118K 0.00% +361.0 +33.1% $81.51 +4.2%
2083 VTHR VANGUARD SCOTTSDALE FDS 357.0 $118K 0.00% +284.0 +389.0% $331.54 +2.5%
2084 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 1,873.0 $118K 0.00% +2K +9757.9% $63.17 +12.2%
2085 HRI HERC HLDGS INC Industrials 824.0 $118K 0.00% +688.0 +505.9% $143.34 +5.1%
2086 WASH WASHINGTON TR BANCORP INC Financial Services 3,211.0 $117K 0.00% +3K +1120.9% $36.48 +8.2%
2087 SMR NUSCALE PWR CORP Utilities 11,671.0 $117K 0.00% +7K +177.8% $10.03 -7.4%
2088 ALGT ALLEGIANT TRAVEL CO Industrials 995.0 $117K 0.00% +657.0 +194.4% $117.60 -32.9%
2089 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 673.0 $117K 0.00% +383.0 +132.1% $173.12 -6.2%
2090 KOS KOSMOS ENERGY LTD Energy 55,037.0 $116K 0.00% +55K +10000.0% $2.11 +30.8%
2091 MHO M/I HOMES INC Consumer Cyclical 721.0 $116K 0.00% +643.0 +824.4% $160.79 -5.8%
2092 FSMD FIDELITY COVINGTON TRUST 2,190.0 $116K 0.00% +1K +134.0% $52.86 -3.0%
2093 CTBI COMMUNITY TR BANCORP INC Financial Services 1,597.0 $116K 0.00% +1K +1040.7% $72.36 +5.9%
2094 XPRO EXPRO GROUP HOLDINGS NV Energy 7,741.0 $114K 0.00% +7K +901.4% $14.77 +19.2%
2095 UMBF UMB FINL CORP Financial Services 800.0 $114K 0.00% +554.0 +225.2% $142.76 +1.3%
2096 CART MAPLEBEAR INC Consumer Cyclical 2,403.0 $114K 0.00% +2K +320.1% $47.35 +6.7%
2097 MDU MDU RES GROUP INC Industrials 5,350.0 $113K 0.00% +4K +206.2% $21.21 -6.7%
2098 RPC RIDGEPOST CAP INC Financial Services 14,387.0 $113K 0.00% +13K +1228.4% $7.87 +10.0%
2099 IESC IES HOLDINGS INC Industrials 154.0 $113K 0.00% +147.0 +2100.0% $734.66 -57.8%
2100 NWBI NORTHWEST BANCSHARES INC Financial Services 7,456.0 $113K 0.00% +7K +1275.7% $15.16 +1.2%
Page 105 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%