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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 114 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 LILAK LIBERTY LATIN AMERICA LTD Communication Services 10,551.0 $82K 0.00% +10K +2331.1% $7.79 +6.2%
2262 HSTM HEALTHSTREAM INC Healthcare 3,008.0 $82K 0.00% +2K +287.1% $27.24 +5.8%
2263 NWPX NWPX INFRASTRUCTURE INC Industrials 545.0 $82K 0.00% +327.0 +150.0% $149.94 -23.8%
2264 ARTNA ARTESIAN RES CORP Utilities 2,400.0 $82K 0.00% +1K +100.0% $33.99 +3.9%
2265 ANIK ANIKA THERAPEUTICS INC Healthcare 5,574.0 $82K 0.00% +5K +1631.1% $14.63 +42.4%
2266 INSM INSMED INC Healthcare 758.0 $81K 0.00% +606.0 +398.7% $106.62 +13.9%
2267 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 2,668.0 $81K 0.00% +2K +164.9% $30.19 -1.8%
2268 ICHR ICHOR HOLDINGS Technology 716.0 $80K 0.00% +565.0 +374.2% $112.28 -47.4%
2269 NXDR NEXTDOOR HOLDINGS INC Communication Services 35,319.0 $80K 0.00% +34K +2905.9% $2.27 +2.2%
2270 VECO VEECO INSTRS INC DEL Technology 1,056.0 $80K 0.00% +880.0 +500.0% $75.80 -38.1%
2271 MGY MAGNOLIA OIL & GAS CORP Energy 3,129.0 $80K 0.00% +3K +2057.9% $25.58 +4.2%
2272 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 2,188.0 $80K 0.00% +2K +2088.0% $36.49 +6.5%
2273 GBCI GLACIER BANCORP INC NEW Financial Services 1,543.0 $80K 0.00% +1K +781.7% $51.55 -8.3%
2274 MED MEDIFAST INC Consumer Cyclical 7,470.0 $79K 0.00% +7K +860.1% $10.61 +14.6%
2275 SCHH SCHWAB STRATEGIC TR 3,337.0 $79K 0.00% +849.0 +34.1% $23.68 +0.7%
2276 FEIM FREQUENCY ELECTRS INC Technology 1,189.0 $79K 0.00% +589.0 +98.2% $66.35 -3.7%
2277 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 11,711.0 $79K 0.00% +12K +10000.0% $6.72 +140.6%
2278 ABEV AMBEV SA Consumer Defensive 25,046.0 $79K 0.00% +2K +6.7% $3.14 -8.3%
2279 FSLY FASTLY INC Technology 4,282.0 $79K 0.00% +4K +1592.5% $18.36 +34.2%
2280 PRG PROG HOLDINGS INC Industrials 1,685.0 $79K 0.00% +1K +333.2% $46.61 -14.9%
Page 114 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%