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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 120 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 VIV TELEFONICA BRASIL SA Communication Services 4,894.0 $64K +2K +102.6% $13.16 -13.9%
2382 RZLT REZOLUTE INC Healthcare 12,354.0 $64K +11K +853.2% $5.20 -4.2%
2383 FFLC FIDELITY COVINGTON TRUST 1,091.0 $64K +560.0 +105.5% $58.88 +2.1%
2384 SCHI SCHWAB STRATEGIC TR 2,832.0 $64K +1K +90.5% $22.64 -1.5%
2385 ITUB ITAU UNIBANCO HLDG S A Financial Services 7,818.0 $64K +7K +1424.0% $8.17 -7.8%
2386 IXG ISHARES TR 513.0 $64K +249.0 +94.3% $124.51 +7.6%
2387 FBP FIRST BANCORP CORPORATION Financial Services 2,445.0 $64K +2K +209.5% $26.07 +6.3%
2388 ALNT ALLIENT INC Technology 617.0 $64K +334.0 +118.0% $102.93 -7.0%
2389 GCMG GCM GROSVENOR INC Financial Services 5,152.0 $63K +5K +2231.2% $12.30 +11.2%
2390 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 845.0 $63K +335.0 +65.7% $74.81 -1.5%
2391 CLNE CLEAN ENERGY FUELS CORP Energy 30,832.0 $63K +31K +10000.0% $2.05 -22.0%
2392 EFSC ENTERPRISE FINL SVCS CORP Financial Services 959.0 $63K +917.0 +2183.3% $65.88 -3.6%
2393 SCHMID GROUP N.V. 10,076.0 $63K +10K +10000.0% $6.26
2394 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 4,926.0 $63K +4K +356.1% $12.76 +57.6%
2395 CSR CENTERSPACE Real Estate 1,118.0 $63K +1K +1674.6% $56.19 -6.5%
2396 AKBA AKEBIA THREAPEUTICS INC Healthcare 54,999.0 $63K +16K +40.7% $1.14 -17.6%
2397 MQ MARQETA INC Technology 15,387.0 $62K +15K +2249.2% $4.06 +299.3%
2398 WWJD NORTHERN LTS FD TR IV 1,637.0 $62K +1K +874.4% $38.13 +7.9%
2399 ADVANTAGE SOLUTIONS INC 1,442.0 $62K +1K +10000.0% $43.24
2400 OUTFRONT MEDIA INC 1,900.0 $62K +1K +250.6% $32.75
Page 120 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%