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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 110 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 RLJ RLJ LODGING TR Real Estate 8,070.0 $96K 0.00% +8K +3319.5% $11.85 -4.0%
2182 WAY WAYSTAR HLDG CORP Technology 4,652.0 $96K 0.00% +3K +291.9% $20.53 +23.0%
2183 CERS CERUS CORP Healthcare 32,616.0 $95K 0.00% +29K +718.9% $2.92 -6.8%
2184 CNM CORE & MAIN INC Industrials 1,967.0 $95K 0.00% +778.0 +65.4% $48.25 -9.3%
2185 FID FIRST TR EXCHANGE TRADED FD 4,420.0 $95K 0.00% +3K +287.4% $21.46 +8.0%
2186 FMBH FIRST MID BANCSHARES INC Financial Services 1,972.0 $95K 0.00% +2K +1709.2% $48.09 +4.6%
2187 BRBR BELLRING BRANDS INC Consumer Defensive 7,306.0 $95K 0.00% +6K +390.0% $12.94 -20.7%
2188 CRAI CRA INTL INC Industrials 662.0 $94K 0.00% +494.0 +294.1% $142.50 +21.1%
2189 SOUNDTHINKING INC 10,384.0 $94K 0.00% +9K +1022.6% $9.05
2190 PDM PIEDMONT REALTY TRUST INC Real Estate 10,269.0 $94K 0.00% +10K +3180.8% $9.15 +6.1%
2191 DNOW DNOW INC Energy 7,238.0 $94K 0.00% +5K +216.5% $12.97 +25.5%
2192 CAVA CAVA GROUP INC Consumer Cyclical 1,195.0 $94K 0.00% +1K +2072.7% $78.50 -14.7%
2193 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 5,304.0 $94K 0.00% +250.0 +5.0% $17.65 +21.5%
2194 AIN ALBANY INTL CORP Consumer Cyclical 1,255.0 $93K 0.00% +1K +2461.2% $74.50 -20.5%
2195 ZG ZILLOW GROUP INC 2,978.0 $93K 0.00% +2K +108.4% $31.37
2196 PKX POSCO HOLDINGS INC Basic Materials 1,813.0 $93K 0.00% +887.0 +95.8% $51.37 +19.0%
2197 CMCO COLUMBUS MCKINNON CORP N Y Industrials 6,133.0 $93K 0.00% +6K +873.5% $15.13 +21.5%
2198 WMS ADVANCED DRAIN SYS INC DEL Industrials 591.0 $93K 0.00% +383.0 +184.1% $156.96 -11.6%
2199 SFIX STITCH FIX INC Consumer Cyclical 22,539.0 $93K 0.00% +21K +1453.3% $4.11 -24.8%
2200 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 2,108.0 $92K 0.00% +2K +782.0% $43.86 -5.6%
Page 110 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%