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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 130 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 GOLD GOLD COM INC Financial Services 1,030.0 $43K +1K +10000.0% $41.61 +9.3%
2582 DNLI DENALI THERAPEUTICS INC Healthcare 1,661.0 $43K +1K +451.8% $25.72 -4.5%
2583 QXO QXO INC Industrials 2,468.0 $43K +1K +103.3% $17.28 -18.9%
2584 BV BRIGHTVIEW HLDGS INC Industrials 3,005.0 $43K +2K +320.9% $14.17 -22.1%
2585 GPRE GREEN PLAINS INC Basic Materials 2,766.0 $43K +2K +196.2% $15.38 -3.3%
2586 HTLD HEARTLAND EXPRESS INC Industrials 2,784.0 $42K +2K +853.4% $15.22 -18.1%
2587 ENVX ENOVIX CORPORATION Industrials 6,964.0 $42K +2K +53.4% $6.07 -44.0%
2588 HY HYSTER-YALE INC Industrials 1,198.0 $42K +1K +969.6% $35.06 -1.1%
2589 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 1,346.0 $42K +988.0 +276.0% $31.20 +5.6%
2590 EVH EVOLENT HEALTH INC Healthcare 7,720.0 $42K +8K +10000.0% $5.42 -9.2%
2591 CDNA CAREDX INC Healthcare 1,465.0 $42K +980.0 +202.1% $28.50 +78.8%
2592 CTS CTS CORP Technology 640.0 $42K +615.0 +2460.0% $65.19 -12.5%
2593 OMCL OMNICELL COM Healthcare 1,000.0 $42K +906.0 +963.8% $41.52 -19.4%
2594 HP HELMERICH & PAYNE INC Energy 1,267.0 $41K +1K +619.9% $32.75 +26.4%
2595 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 2,740.0 $41K +2K +500.9% $15.08 -18.0%
2596 NIO NIO INC Consumer Cyclical 8,127.0 $41K +6K +352.0% $5.06 -13.6%
2597 BVS BIOVENTUS INC Healthcare 4,355.0 $41K +4K +2024.4% $9.44 +48.0%
2598 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 1,097.0 $41K +785.0 +251.6% $37.42 +126.7%
2599 NIQ GLOBAL INTELLIGENCE PLC 4,380.0 $41K +3K +230.3% $9.35
2600 PSTL POSTAL REALTY TRUST INC Real Estate 1,659.0 $41K +1K +764.1% $24.64 -3.3%
Page 130 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%