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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 116 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 INGN INOGEN INC Healthcare 11,705.0 $75K 0.00% +11K +3580.8% $6.45 -14.6%
2302 NVDL GRANITESHARES ETF TR 2,520.0 $75K +2K +500.0% $29.81 +24.4%
2303 NMRK NEWMARK GROUP INC Real Estate 4,967.0 $75K +2K +84.9% $15.11 +2.8%
2304 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1,045.0 $75K +790.0 +309.8% $71.74 +1.0%
2305 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 4,033.0 $75K +4K +835.7% $18.57 -29.0%
2306 CHEF CHEFS WHSE INC Consumer Defensive 778.0 $75K +570.0 +274.0% $96.10 +15.8%
2307 HIFS HINGHAM INSTN SVGS MASS Financial Services 242.0 $74K +228.0 +1628.6% $307.15 -2.9%
2308 GSBC GREAT SOUTHN BANCORP INC Financial Services 946.0 $74K +698.0 +281.4% $78.41 +0.2%
2309 Z ZILLOW GROUP INC Communication Services 2,351.0 $74K +2K +597.6% $31.52 +12.4%
2310 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,434.0 $74K +1K +3673.7% $51.65 -1.0%
2311 LCII LCI INDS Consumer Cyclical 699.0 $74K +480.0 +219.2% $105.88 -3.4%
2312 GBX GREENBRIER COS INC Industrials 1,507.0 $74K +1K +229.8% $49.01 -5.9%
2313 TGTX TG THERAPEUTICS INC Healthcare 1,344.0 $74K +1K +1462.8% $54.94 +1.4%
2314 PLTK PLAYTIKA HLDG CORP Technology 19,843.0 $74K +19K +2302.3% $3.72 -38.2%
2315 KRRO KORRO BIO INC Healthcare 5,595.0 $74K +6K +6405.8% $13.18 +0.6%
2316 THO THOR INDS INC Consumer Cyclical 978.0 $74K +663.0 +210.5% $75.16 +1.5%
2317 CATY CATHAY GEN BANCORP Financial Services 1,182.0 $73K +894.0 +310.4% $62.01 +0.2%
2318 MVIS MICROVISION INC DEL Technology 223,321.0 $73K +103K +85.7% $0.33 +474.9%
2319 VGLT VANGUARD SCOTTSDALE FDS 1,316.0 $73K +1K +807.6% $55.18 -3.3%
2320 AMAL AMALGAMATED FINANCIAL CORP Financial Services 1,578.0 $72K +306.0 +24.1% $45.90 +5.9%
Page 116 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%