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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 132 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 SLVR SPROTT FDS TR 776.0 $39K +677.0 +683.8% $50.21 +28.0%
2622 IIPR INNOVATIVE INDL PPTYS INC Real Estate 626.0 $39K +499.0 +392.9% $61.98 -8.0%
2623 EMBOTELLADORA ANDINA S A 1,325.0 $39K +598.0 +82.3% $29.16
2624 NX QUANEX BLDG PRODS CORP Industrials 2,075.0 $39K +2K +412.4% $18.62 +6.4%
2625 BDC BELDEN INC Technology 322.0 $39K +316.0 +5266.7% $119.91 -1.5%
2626 MXCT MAXCYTE INC Healthcare 31,378.0 $39K +31K +10000.0% $1.23 +6.5%
2627 PLAB PHOTRONICS INC Technology 1,186.0 $39K +844.0 +246.8% $32.53 -7.0%
2628 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 3,969.0 $38K +3K +693.8% $9.70 -3.0%
2629 OSIS OSI SYSTEMS INC Technology 176.0 $38K +100.0 +131.6% $218.70 -3.5%
2630 SCVL SHOE STA GROUP INC Consumer Cyclical 2,594.0 $38K +1K +68.9% $14.83 +5.3%
2631 PATK PATRICK INDS INC Consumer Cyclical 429.0 $38K +298.0 +227.5% $89.61 -6.6%
2632 CRCT CRICUT INC Technology 8,729.0 $38K +9K +10000.0% $4.39 +32.3%
2633 QCLN FIRST TR EXCHANGE-TRADED FD 623.0 $38K +441.0 +242.3% $61.32 -18.6%
2634 PL PLANET LABS PBC Industrials 1,152.0 $38K +1K +2579.1% $33.13 -36.1%
2635 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 20,068.0 $38K +20K +5585.0% $1.90 +4.7%
2636 MGA MAGNA INTL INC Consumer Cyclical 580.0 $38K +550.0 +1833.3% $65.66 +0.5%
2637 FLNG FLEX LNG LTD Energy 1,354.0 $38K +1K +2156.7% $28.06 +8.4%
2638 VREX VAREX IMAGING CORP Healthcare 3,629.0 $38K +3K +610.2% $10.43 +77.2%
2639 TGLS TECNOGLASS INC Basic Materials 806.0 $38K +643.0 +394.5% $46.81 -12.8%
2640 ANGO ANGIODYNAMICS INC Healthcare 2,895.0 $38K +2K +289.6% $13.01 +20.6%
Page 132 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%