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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 136 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 KRUS KURA SUSHI USA INC Consumer Cyclical 565.0 $33K +509.0 +908.9% $57.56 -17.9%
2702 GTN GRAY MEDIA INC Communication Services 8,172.0 $32K +8K +2361.4% $3.97 +23.9%
2703 FLGT FULGENT GENETICS INC Healthcare 1,579.0 $32K +1K +557.9% $20.52 -3.5%
2704 RUSHB RUSH ENTERPRISES INC 423.0 $32K +273.0 +182.0% $76.50
2705 STEX STREAMEX CORP Financial Services 38,000.0 $32K +23K +153.3% $0.85 -9.1%
2706 ESGV VANGUARD WORLD FD 243.0 $32K +17.0 +7.5% $132.06 +2.8%
2707 IMMR IMMERSION CORP Technology 4,727.0 $32K +5K +10000.0% $6.77 +13.6%
2708 TK TEEKAY CORPORATION LTD Energy 3,194.0 $32K +1K +78.4% $10.00 +22.5%
2709 BXC BLUELINX HLDGS INC Industrials 516.0 $32K +402.0 +352.6% $61.88 +33.8%
2710 LIFE360 INC 576.0 $32K +487.0 +547.2% $55.36
2711 SEZL SEZZLE INC Financial Services 185.0 $32K +140.0 +311.1% $171.63 -28.0%
2712 EPM EVOLUTION PETE CORP Energy 8,628.0 $32K +8K +2316.8% $3.68 -7.1%
2713 PRLB PROTO LABS INC Industrials 389.0 $32K +364.0 +1456.0% $81.51 -3.3%
2714 CLBK COLUMBIA FINL INC Financial Services 1,490.0 $32K +418.0 +39.0% $21.22 -45.2%
2715 DEM WISDOMTREE TR 585.0 $31K +84.0 +16.8% $53.79 +3.2%
2716 BROWN FORMAN CORP 1,149.0 $31K +961.0 +511.2% $27.36
2717 AURA AURA BIOSCIENCES INC Healthcare 4,422.0 $31K +3K +332.7% $7.10 +8.9%
2718 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 1,110.0 $31K +279.0 +33.6% $28.24 -6.3%
2719 TCHP T ROWE PRICE EXCHANGE-TRADED 624.0 $31K +9.0 +1.5% $50.09 +0.1%
2720 KODK EASTMAN KODAK CO Industrials 3,379.0 $31K +3K +289.3% $9.25 +3.0%
Page 136 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%