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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 111 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 TPHD TIMOTHY PLAN 2,182.0 $92K 0.00% +722.0 +49.5% $42.28 +2.6%
2202 IFLN INVESCO EXCH TRADED FD TR II 5,038.0 $92K 0.00% +3K +215.5% $18.29 -0.4%
2203 KRE SPDR SERIES TRUST 1,227.0 $92K 0.00% +867.0 +240.8% $74.89 -0.7%
2204 WLDN WILLDAN GROUP INC Industrials 1,161.0 $92K 0.00% +1K +2664.3% $79.10 +11.1%
2205 TTD THE TRADE DESK INC Technology 5,077.0 $92K 0.00% +4K +342.2% $18.08 -25.8%
2206 ALLO ALLOGENE THERAPEUTICS INC Healthcare 44,033.0 $92K 0.00% +43K +5179.7% $2.08 +0.5%
2207 TTGT TECHTARGET INC Communication Services 25,343.0 $91K 0.00% +25K +10000.0% $3.60 +8.6%
2208 ROG ROGERS CORP Technology 557.0 $91K 0.00% +510.0 +1085.1% $163.73 -21.0%
2209 UHAL U HAUL HOLDING COMPANY 1,392.0 $91K 0.00% +1K +316.8% $65.44
2210 RA BROOKFIELD REAL ASSETS INCOM Financial Services 7,068.0 $91K 0.00% +6K +606.8% $12.88 -1.9%
2211 ALKT ALKAMI TECHNOLOGY INC Technology 5,007.0 $91K 0.00% +4K +803.8% $18.12 +12.3%
2212 NSA NATIONAL STORAGE AFFILIATES Real Estate 2,040.0 $91K 0.00% +1K +250.5% $44.47 -2.4%
2213 TNDM TANDEM DIABETES CARE INC Healthcare 5,996.0 $90K 0.00% +5K +701.6% $15.09 +41.8%
2214 PAYSAFE LIMITED 12,105.0 $90K 0.00% +11K +1818.4% $7.47
2215 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 814.0 $90K 0.00% +446.0 +121.2% $111.03 +1.4%
2216 LBRDA LIBERTY BROADBAND CORP 2,708.0 $90K 0.00% +2K +346.9% $33.28
2217 BEACON FINANCIAL CORP. 2,955.0 $90K 0.00% +3K +2362.5% $30.45
2218 HBNC HORIZON BANCORP IND Financial Services 4,498.0 $90K 0.00% +4K +711.9% $19.98 -2.3%
2219 QTWO Q2 HLDGS INC Technology 1,866.0 $90K 0.00% +1K +322.2% $48.10 +36.5%
2220 BMBL BUMBLE INC Technology 28,028.0 $90K 0.00% +26K +1652.8% $3.20 -15.3%
Page 111 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%