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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 125 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 PRTA PROTHENA CORP PLC Healthcare 5,412.0 $53K +5K +5782.6% $9.79 -7.5%
2482 SEAT VIVID SEATS INC Communication Services 8,121.0 $53K +8K +2652.9% $6.52 -4.6%
2483 RUM RUM GROUP INC Technology 8,347.0 $53K +8K +991.1% $6.34 +50.1%
2484 VCTR VICTORY CAP HLDGS INC DEL Financial Services 627.0 $53K +259.0 +70.4% $84.06 +43.3%
2485 FALN ISHARES TR 1,923.0 $52K +2K +1356.8% $27.24 -0.6%
2486 ADEA ADEIA INC Technology 1,583.0 $52K +1K +353.6% $32.93 -20.5%
2487 BSRR SIERRA BANCORP Financial Services 1,278.0 $52K +1K +2030.0% $40.76 -2.4%
2488 SKILLSOFT CORP 10,008.0 $52K +10K +10000.0% $5.18
2489 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 178.0 $52K +173.0 +3460.0% $291.17 -10.5%
2490 STIM NEURONETICS INC Healthcare 39,843.0 $52K +720.0 +1.8% $1.30 +128.8%
2491 CAC CAMDEN NATL CORP Financial Services 954.0 $52K +907.0 +1929.8% $54.22 +4.8%
2492 OLP ONE LIBERTY PPTYS INC Real Estate 2,116.0 $52K +1K +207.1% $24.42 -1.1%
2493 CTRN CITI TRENDS INC Consumer Cyclical 891.0 $52K +812.0 +1027.8% $57.84 +20.4%
2494 ONITY GROUP INC 1,294.0 $51K +1K +3135.0% $39.75
2495 AHCO ADAPTHEALTH CORP Healthcare 4,925.0 $51K +4K +943.4% $10.42 -45.5%
2496 IGE ISHARES TR 910.0 $51K +455.0 +100.0% $56.18 +17.2%
2497 PRAA PRA GROUP INC Financial Services 2,691.0 $51K +2K +675.5% $18.99 +1.5%
2498 GRAB GRAB HOLDINGS LIMITED Technology 13,491.0 $51K +6K +82.3% $3.77 -5.2%
2499 CYTK CYTOKINETICS INC Healthcare 596.0 $51K +564.0 +1762.5% $85.19 -7.6%
2500 BZH BEAZER HOMES USA INC Consumer Cyclical 1,801.0 $51K +2K +632.1% $28.05 +18.4%
Page 125 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%