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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 128 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 VYGR VOYAGER THERAPEUTICS INC Healthcare 13,203.0 $46K +13K +10000.0% $3.50 -1.1%
2542 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 324.0 $46K +308.0 +1925.0% $142.41 -9.9%
2543 TLRY TILRAY BRANDS INC Healthcare 10,249.0 $46K +10K +9478.5% $4.49 +3.3%
2544 MATIV HOLDINGS INC 6,074.0 $46K +6K +1217.6% $7.57
2545 LEGN LEGEND BIOTECH CORP Healthcare 1,587.0 $46K +2K +10000.0% $28.88 -28.4%
2546 EVEX EVE HLDG INC Industrials 18,244.0 $46K +18K +5691.8% $2.51 -4.4%
2547 LQTI FIRST TR EXCHANGE-TRADED FD 2,362.0 $46K +305.0 +14.8% $19.31 -2.5%
2548 FMNB FARMERS NATIONAL BANC CORP Financial Services 3,121.0 $46K +2K +296.1% $14.60 +7.3%
2549 LPRO OPEN LENDING CORP Financial Services 14,619.0 $45K +14K +6340.1% $3.11 +1.0%
2550 SABR SABRE CORP Consumer Cyclical 21,695.0 $45K +21K +1914.4% $2.09 +4.3%
2551 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 839.0 $45K +826.0 +6353.9% $53.95 -22.8%
2552 RVLV REVOLVE GROUP INC Consumer Cyclical 1,974.0 $45K +435.0 +28.3% $22.89 +2.1%
2553 GRND GRINDR INC Technology 3,137.0 $45K +3K +3464.8% $14.37 +9.9%
2554 CAI CARIS LIFE SCIENCES INC Healthcare 2,524.0 $45K +2K +190.1% $17.82 +50.5%
2555 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 881.0 $45K +223.0 +33.9% $50.99 -3.0%
2556 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 949.0 $45K +709.0 +295.4% $47.33 -4.5%
2557 URBN URBAN OUTFITTERS INC Consumer Cyclical 633.0 $45K +557.0 +732.9% $70.86 +17.1%
2558 TWI TITAN INTL INC ILL Industrials 5,814.0 $45K +5K +1620.1% $7.71 -8.6%
2559 CABO CABLE ONE INC Communication Services 842.0 $45K +647.0 +331.8% $53.11 -51.4%
2560 CENX CENTURY ALUM CO Basic Materials 971.0 $45K +606.0 +166.0% $46.01 -4.5%
Page 128 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%