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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 137 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 ACRE ARES COML REAL ESTATE CORP Real Estate 6,940.0 $31K +6K +1117.5% $4.50 +5.1%
2722 ELME COMMUNITIES 21,027.0 $31K +21K +5660.8% $1.48
2723 SOUN SOUNDHOUND AI INC Technology 4,806.0 $31K +2K +79.1% $6.47 +9.0%
2724 HZO MARINEMAX INC Consumer Cyclical 847.0 $31K +750.0 +773.2% $36.62 +42.5%
2725 WMK WEIS MKTS INC Consumer Defensive 395.0 $31K +377.0 +2094.4% $78.31 -9.5%
2726 FET FORUM ENERGY TECHNOLOGIES IN Energy 615.0 $31K +538.0 +698.7% $50.23 +52.4%
2727 BCH BANCO DE CHILE Financial Services 768.0 $31K +538.0 +233.9% $39.76 +7.3%
2728 GLOB GLOBANT S A Technology 1,050.0 $30K +635.0 +153.0% $28.94 +38.5%
2729 GALAXY DIGITAL INC. 1,111.0 $30K +523.0 +89.0% $27.34
2730 IIIN INSTEEL INDS INC Industrials 1,002.0 $30K +991.0 +9009.1% $30.20 +0.8%
2731 COFS CHOICEONE FINANCIA Financial Services 890.0 $30K +868.0 +3945.4% $34.00 -2.2%
2732 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 1,009.0 $30K +135.0 +15.4% $29.98 +1.4%
2733 FPH FIVE POINT HOLDINGS LLC Real Estate 5,720.0 $30K +3K +111.8% $5.27 -3.0%
2734 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 17,775.0 $30K +16K +733.3% $1.68 -9.5%
2735 ASC ARDMORE SHIPPING CORP Industrials 2,130.0 $30K +2K +895.3% $14.01 +28.4%
2736 TMDX TRANSMEDICS GROUP INC Healthcare 449.0 $30K +359.0 +398.9% $66.42 +40.9%
2737 MTW MANITOWOC CO INC Industrials 2,141.0 $30K +2K +2130.2% $13.89 +40.2%
2738 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 688.0 $30K +681.0 +9728.6% $43.08 +1.5%
2739 AVO MISSION PRODUCE INC Consumer Defensive 2,512.0 $30K +2K +531.2% $11.79 +10.5%
2740 RCEL AVITA MEDICAL INC Healthcare 7,153.0 $30K +7K +10000.0% $4.13 +154.2%
Page 137 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%