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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 106 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 RDN RADIAN GROUP INC Financial Services 2,999.0 $113K 0.00% +2K +304.7% $37.67 -3.3%
2102 MBC MASTERBRAND INC Consumer Cyclical 10,973.0 $113K 0.00% +10K +1769.3% $10.29 -16.1%
2103 VCEL VERICEL CORP Healthcare 2,531.0 $113K 0.00% +2K +1892.9% $44.49 -8.0%
2104 RDVT RED VIOLET INC Technology 1,759.0 $112K 0.00% +2K +1528.7% $63.72 +15.0%
2105 BEPC BROOKFIELD RENEWABLE CORP Utilities 3,015.0 $112K 0.00% +2K +210.5% $37.12 -13.0%
2106 REX REX AMERICAN RES CORP Basic Materials 2,474.0 $112K 0.00% +2K +1078.1% $45.15 -8.4%
2107 AAON AAON INC Industrials 879.0 $112K 0.00% +430.0 +95.8% $126.92 -40.2%
2108 ESGD ISHARES TR 1,084.0 $111K 0.00% +1K +1206.0% $102.82 +3.7%
2109 UNFI UNITED NAT FOODS INC Consumer Defensive 2,436.0 $111K 0.00% +1K +110.7% $45.67 +0.3%
2110 KALU KAISER ALUMINIUM CORPORATION Basic Materials 568.0 $111K 0.00% +444.0 +358.1% $195.63 -20.1%
2111 BNTX BIONTECH SE Healthcare 1,194.0 $111K 0.00% +1K +4164.3% $93.05 +9.7%
2112 MFA MFA FINL INC Real Estate 11,461.0 $111K 0.00% +11K +10000.0% $9.69 -8.9%
2113 GDRX GOODRX HLDGS INC Healthcare 38,424.0 $111K 0.00% +38K +6490.7% $2.88 +22.6%
2114 IDT IDT CORP Communication Services 1,901.0 $111K 0.00% +2K +10000.0% $58.16 +18.6%
2115 UTL UNITIL CORP Utilities 2,089.0 $110K 0.00% +2K +10000.0% $52.70 +0.8%
2116 MMS MAXIMUS INC Industrials 2,045.0 $110K 0.00% +1K +232.5% $53.76 +11.1%
2117 BIRKENSTOCK HOLDING PLC 2,550.0 $110K 0.00% +2K +198.2% $43.03
2118 SITM SITIME CORP Technology 147.0 $110K 0.00% +79.0 +116.2% $745.56 -25.2%
2119 QCRH QCR HLDGS INC Financial Services 1,125.0 $110K 0.00% +1K +904.5% $97.35 +3.4%
2120 LKFN LAKELAND FINL CORP Financial Services 1,774.0 $109K 0.00% +1K +212.9% $61.72 -3.4%
Page 106 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%