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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 127 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 LQDA LIQUIDIA CORPORATION Healthcare 597.0 $48K +589.0 +7362.5% $79.73 -10.5%
2522 CTO CTO RLTY GROWTH INC NEW Real Estate 2,211.0 $48K +2K +3524.6% $21.51 +0.9%
2523 ACA ARCOSA INC Industrials 327.0 $48K +282.0 +626.7% $145.29 -0.0%
2524 THRM GENTHERM INC Consumer Cyclical 1,386.0 $47K +1K +1245.6% $34.11 +17.8%
2525 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 7,057.0 $47K +7K +3909.7% $6.67 -15.9%
2526 STBA S & T BANCORP INC Financial Services 959.0 $47K +915.0 +2079.6% $49.08 +1.6%
2527 FLOC FLOWCO HLDGS INC Energy 2,198.0 $47K +2K +3180.6% $21.34 -3.9%
2528 CERIBELL INC 2,407.0 $47K +2K +372.9% $19.45
2529 KEP KOREA ELEC PWR CORP Utilities 3,868.0 $47K +2K +73.6% $12.10 +1.2%
2530 BJRI BJS RESTAURANTS INC Consumer Cyclical 770.0 $47K +743.0 +2751.8% $60.74 +10.0%
2531 PDD PDD HOLDINGS INC Consumer Cyclical 613.0 $47K +240.0 +64.3% $76.28 +13.7%
2532 CNOB CONNECTONE BANCORP INC Financial Services 1,397.0 $47K +1K +512.7% $33.44 -4.4%
2533 ATKR ATKORE INC Industrials 613.0 $47K +599.0 +4278.6% $76.08 +23.1%
2534 BETA BETA TECHNOLOGIES INC Industrials 2,781.0 $47K +3K +1565.3% $16.75 +29.8%
2535 TROX TRONOX HOLDINGS PLC Basic Materials 7,383.0 $47K +5K +208.4% $6.30 -13.2%
2536 CNDT CONDUENT INC Technology 31,810.0 $46K +31K +3921.5% $1.46 +15.1%
2537 SCYB SCHWAB STRATEGIC TR 1,773.0 $46K +62.0 +3.6% $26.18 -0.3%
2538 VXX BARCLAYS BANK PLC Financial Services 2,100.0 $46K +2K +2000.0% $22.09 -16.1%
2539 IBCP INDEPENDENT BK CORP MICH Financial Services 1,285.0 $46K +1K +10000.0% $36.07 +1.8%
2540 OI O-I GLASS INC Consumer Cyclical 4,810.0 $46K +4K +782.6% $9.63 -22.7%
Page 127 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%