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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 121 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 CPF CENTRAL PAC FINL CORP Financial Services 1,629.0 $62K +863.0 +112.7% $38.20 -0.9%
2402 BHE BENCHMARK ELECTRS INC Technology 630.0 $62K +352.0 +126.6% $98.67 -25.3%
2403 PCT PURECYCLE TECHNOLOGIES INC Industrials 7,660.0 $62K +7K +851.5% $8.11 -18.0%
2404 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 888.0 $62K +334.0 +60.3% $69.74 -12.7%
2405 EIS ISHARES INC 513.0 $62K +293.0 +133.2% $120.71 +3.7%
2406 CX CEMEX SA EURO MTN BE 144A Basic Materials 5,157.0 $62K +1K +24.8% $12.00 -8.9%
2407 SITE CTRS CORP 15,501.0 $62K +15K +1483.3% $3.97
2408 MOV MOVADO GROUP INC Consumer Cyclical 1,564.0 $61K +1K +321.6% $39.31 -12.2%
2409 ARDT ARDENT HEALTH INC Healthcare 6,243.0 $61K +6K +2162.0% $9.84 +11.7%
2410 EGHT 8X8 INC NEW Technology 35,671.0 $61K +35K +3015.4% $1.71 +17.5%
2411 ALDX ALDEYRA THERAPEUTICS INC Healthcare 28,634.0 $61K +28K +5915.6% $2.13 -27.7%
2412 MISL FIRST TR EXCHANGE-TRADED FD 1,328.0 $61K +42.0 +3.3% $45.78 -1.8%
2413 MNRO MONRO INC Consumer Cyclical 3,538.0 $61K +3K +2290.5% $17.11 -28.4%
2414 SINCLAIR INC 4,247.0 $61K +4K +10000.0% $14.25
2415 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 1,279.0 $60K +1K +405.5% $47.27 +8.3%
2416 REPX RILEY EXPLORATION PERMIAN IN Energy 1,831.0 $60K +2K +540.2% $32.96 +16.1%
2417 GAMESTOP CORP 2,733.0 $60K +3K +1986.3% $22.08
2418 ZD ZIFF DAVIS INC Communication Services 1,152.0 $60K +957.0 +490.8% $52.37 +6.6%
2419 CRITICAL METALS CORP 5,873.0 $60K +6K +6975.9% $10.25
2420 ANTERIS TECHNOLOGIES GLOBAL 6,097.0 $60K +6K +10000.0% $9.85
Page 121 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%