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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 107 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 KGC KINROSS GOLD CORP Basic Materials 4,611.0 $109K 0.00% +3K +282.3% $23.62 +31.7%
2122 TWST TWIST BIOSCIENCE CORP Healthcare 1,057.0 $109K 0.00% +968.0 +1087.6% $102.88 +40.2%
2123 LXFR LUXFER HLDGS PLC Industrials 6,007.0 $108K 0.00% +6K +10000.0% $18.04 -4.9%
2124 RNGR RANGER ENERGY SVCS INC Energy 6,727.0 $108K 0.00% +6K +2105.6% $16.01 +3.2%
2125 KROS KEROS THERAPEUTICS INC Healthcare 10,047.0 $108K 0.00% +10K +2482.8% $10.70 -0.2%
2126 FOX FOX CORP 2,293.0 $107K 0.00% +1K +129.5% $46.84
2127 PAGS PAGSEGURO DIGITAL LTD Technology 11,809.0 $107K 0.00% +2K +15.9% $9.05 -1.7%
2128 FUL FULLER H B CO Basic Materials 1,825.0 $106K 0.00% +1K +163.0% $58.29 -2.6%
2129 USAR USA RARE EARTH INC Basic Materials 4,926.0 $106K 0.00% +4K +479.5% $21.58 -16.0%
2130 NEXT NEXTDECADE CORP Energy 14,064.0 $106K 0.00% +14K +10000.0% $7.54 -0.1%
2131 UVE UNIVERSAL INS HLDGS INC Financial Services 2,563.0 $106K 0.00% +2K +1390.1% $41.36 +5.5%
2132 FXN FIRST TR EXCHANGE-TRADED FD 5,240.0 $106K 0.00% +3K +100.2% $20.23 +15.5%
2133 TRST TRUSTCO BK CORP N Y Financial Services 1,925.0 $106K 0.00% +2K +2611.3% $54.91 +4.1%
2134 LIBERTY GLOBAL LTD 9,590.0 $105K 0.00% +9K +7633.9% $11.00
2135 CTKB CYTEK BIOSCIENCES INC Healthcare 23,786.0 $105K 0.00% +24K +10000.0% $4.43 +4.4%
2136 STRA STRATEGIC ED INC Consumer Defensive 1,375.0 $105K 0.00% +1K +437.1% $76.62 +10.6%
2137 NBR NABORS INDUSTRIES LTD Energy 1,253.0 $105K 0.00% +1K +588.5% $84.01 +9.9%
2138 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 7,600.0 $105K 0.00% +7K +660.0% $13.84 -4.4%
2139 HIGH SIMPLIFY EXCHANGE TRADED FUN 4,848.0 $105K 0.00% +1K +28.2% $21.63 +0.1%
2140 SHAK SHAKE SHACK INC Consumer Cyclical 1,869.0 $105K 0.00% +2K +6130.0% $56.02 +24.1%
Page 107 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%