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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 109 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 1,164.0 $100K 0.00% +1K +5442.9% $86.20 -5.1%
2162 INVA INNOVIVA INC Healthcare 4,416.0 $100K 0.00% +4K +678.8% $22.71 -7.7%
2163 TBLA TABOOLA.COM LTD Communication Services 20,055.0 $100K 0.00% +19K +2752.8% $5.00 -24.6%
2164 KRYS KRYSTAL BIOTECH INC Healthcare 268.0 $100K 0.00% +264.0 +6600.0% $371.67 -3.8%
2165 GTX GARRETT MOTION INC Consumer Cyclical 2,744.0 $99K 0.00% +2K +182.9% $36.23 -24.3%
2166 WEST WESTROCK COFFEE CO Consumer Defensive 12,256.0 $99K 0.00% +12K +3050.6% $8.11 -0.6%
2167 XP XP INC Financial Services 6,103.0 $99K 0.00% +5K +609.6% $16.26 +8.7%
2168 VIR VIR BIOTECHNOLOGY INC Healthcare 9,669.0 $99K 0.00% +8K +514.3% $10.19 +11.0%
2169 IMO IMPERIAL OIL LTD Energy 879.0 $99K 0.00% +232.0 +35.9% $112.08 +18.0%
2170 UTZ UTZ BRANDS INC Consumer Defensive 12,765.0 $98K 0.00% +7K +123.2% $7.70 +84.4%
2171 GFI GOLD FIELDS LTD Basic Materials 2,891.0 $97K 0.00% +3K +1151.5% $33.59 +42.9%
2172 DIEBOLD NIXDORF INC 1,141.0 $97K 0.00% +1K +900.9% $85.02
2173 DGS WISDOMTREE TR 1,494.0 $97K 0.00% +1K +8200.0% $64.72 -0.2%
2174 MD PEDIATRIX MEDICAL GROUP INC Healthcare 3,814.0 $97K 0.00% +4K +1558.3% $25.33 +5.8%
2175 WLFC WILLIS LEASE FIN CORP Industrials 420.0 $96K 0.00% +68.0 +19.3% $228.80 -75.9%
2176 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 3,930.0 $96K 0.00% +2K +95.7% $24.44 -8.2%
2177 CBT CABOT CORP Basic Materials 1,056.0 $96K 0.00% +748.0 +242.9% $90.79 -6.8%
2178 NBHC NATIONAL BK HLDGS CORP Financial Services 2,157.0 $96K 0.00% +2K +1085.2% $44.43 -7.3%
2179 WTTR SELECT WATER SOLUTIONS INC Utilities 4,793.0 $96K 0.00% +4K +330.6% $19.98 -2.2%
2180 CRK COMSTOCK RES INC Energy 6,414.0 $96K 0.00% +1K +26.9% $14.92 -2.0%
Page 109 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%