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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 126 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 INOD INNODATA INC Technology 665.0 $50K +601.0 +939.1% $75.58 -26.1%
2502 NHI NATIONAL HEALTH INVS INC Real Estate 659.0 $50K +605.0 +1120.4% $76.26 -3.8%
2503 TCBK TRICO BANCSHARES Financial Services 933.0 $50K +875.0 +1508.6% $53.83 +0.6%
2504 KNF KNIFE RIVER CORP Basic Materials 598.0 $50K +441.0 +280.9% $83.65 -20.1%
2505 LILA LIBERTY LATIN AMERICA LTD 6,347.0 $50K +6K +6724.7% $7.84
2506 PRK PARK NATL CORP Financial Services 271.0 $50K +241.0 +803.3% $182.99 +9.0%
2507 FWRD FORWARD AIR CORP Industrials 3,664.0 $50K +4K +3926.4% $13.51 +30.5%
2508 INFY INFOSYS LTD Technology 4,715.0 $49K +3K +123.1% $10.49 +11.4%
2509 MBIN MERCHANTS BANCORP IND Financial Services 988.0 $49K +632.0 +177.5% $50.00 +7.0%
2510 AESI ATLAS ENERGY SOLUTIONS INC Energy 2,946.0 $49K +3K +6751.2% $16.61 -27.3%
2511 MRTN MARTEN TRANS LTD Industrials 2,792.0 $48K +3K +4632.2% $17.35 -16.7%
2512 NRC NRC HEALTH Healthcare 2,245.0 $48K +2K +8534.6% $21.57 +2.0%
2513 AARD AARDVARK THERAPEUTICS INC Healthcare 8,374.0 $48K +8K +10000.0% $5.76 +18.2%
2514 APOG APOGEE ENTERPRISES INC Industrials 1,052.0 $48K +1K +5744.4% $45.74 -10.7%
2515 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 919.0 $48K +896.0 +3895.7% $52.17 -10.6%
2516 CGEM CULLINAN THERAPEUTICS INC Healthcare 2,625.0 $48K +2K +650.0% $18.21 +25.5%
2517 EXPI AGNT INC Real Estate 8,835.0 $48K +9K +10000.0% $5.41 -1.7%
2518 OFLX OMEGA FLEX INC Industrials 1,522.0 $48K +1K +828.0% $31.39 -14.3%
2519 BFS SAUL CTRS INC Real Estate 1,277.0 $48K +1K +1750.7% $37.39 -9.9%
2520 CORZ CORE SCIENTIFIC INC NEW Technology 1,864.0 $48K +2K +1841.7% $25.59 -31.9%
Page 126 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%