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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 115 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CUSHMAN AND WAKEFIELD LTD 5,861.0 $78K 0.00% +5K +553.4% $13.39
2282 SVCO SILVACO GROUP INC Technology 5,676.0 $78K 0.00% +6K +10000.0% $13.79 -47.5%
2283 FVAL FIDELITY COVINGTON TRUST 1,003.0 $78K 0.00% +959.0 +2179.6% $77.93 +6.3%
2284 DAVA ENDAVA PLC Technology 27,604.0 $78K 0.00% +28K +10000.0% $2.83 +16.3%
2285 OOMA OOMA INC Communication Services 4,062.0 $78K 0.00% +4K +1361.2% $19.22 +19.9%
2286 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 7,868.0 $78K 0.00% +8K +10000.0% $9.91 -26.7%
2287 VTS VITESSE ENERGY INC Energy 4,934.0 $78K 0.00% +4K +843.4% $15.77 +9.1%
2288 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 1,850.0 $78K 0.00% +2K +1661.9% $41.95 +14.3%
2289 WNC WABASH NATL CORP Industrials 5,739.0 $77K 0.00% +5K +400.8% $13.50 -2.1%
2290 ARLO ARLO TECHNOLOGIES INC Industrials 5,747.0 $77K 0.00% +6K +3469.6% $13.48 -3.0%
2291 CRSP CRISPR THERAPEUTICS AG Healthcare 1,416.0 $77K 0.00% +1K +247.1% $54.54 +8.9%
2292 BBIO BRIDGEBIO PHARMA INC Healthcare 1,036.0 $77K 0.00% +515.0 +98.8% $74.48 +5.6%
2293 KT KT CORP Communication Services 4,440.0 $77K 0.00% +81.0 +1.9% $17.28 +13.4%
2294 NUKZ EXCHANGE TRADED CONCEPTS TRU 1,125.0 $77K 0.00% +982.0 +686.7% $68.16 -1.7%
2295 SD SANDRIDGE ENERGY INC Energy 5,593.0 $77K 0.00% +5K +3395.6% $13.70 +3.1%
2296 AGM FEDERAL AGRIC MTG CORP Financial Services 384.0 $77K 0.00% +252.0 +190.9% $199.35 +11.7%
2297 IPAR INTERPARFUMS INC Consumer Defensive 683.0 $76K 0.00% +502.0 +277.4% $111.86 +4.8%
2298 FFBC 1ST FINL BANCORP Financial Services 2,253.0 $76K 0.00% +2K +1009.9% $33.83 -3.3%
2299 INN SUMMIT HOTEL PPTYS Real Estate 10,861.0 $76K 0.00% +10K +862.0% $7.01 -15.7%
2300 PETROLEO BRASILEIRO S A 5,186.0 $76K 0.00% +784.0 +17.8% $14.64
Page 115 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%