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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 138 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 VCYT VERACYTE INC Healthcare 502.0 $29K +403.0 +407.1% $58.73 -25.0%
2742 THE BALDWIN INSURANCE GRP IN 1,105.0 $29K +937.0 +557.7% $26.58
2743 BCO BRINKS CO Industrials 310.0 $29K +287.0 +1247.8% $94.49 +17.5%
2744 PSO PEARSON PLC Communication Services 1,841.0 $29K +2K +2387.8% $15.89 +4.4%
2745 ASUR ASURE SOFTWARE INC Technology 3,664.0 $29K +2K +132.2% $7.94 +8.6%
2746 ORBS EIGHTCO HOLDINGS INC Technology 41,825.0 $29K +41K +10000.0% $0.70 +15.0%
2747 NNI NELNET INC Financial Services 218.0 $29K +178.0 +445.0% $133.33 -3.4%
2748 AROW ARROW FINL CORP Financial Services 708.0 $29K +569.0 +409.4% $40.99 -6.9%
2749 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 765.0 $29K +46.0 +6.4% $37.58 +37.3%
2750 LIBERTY LIVE HOLDINGS INC 272.0 $29K +243.0 +837.9% $105.64
2751 RBB RBB BANCORP Financial Services 1,042.0 $29K +851.0 +445.6% $27.42 -3.3%
2752 OBT ORANGE CNTY BANCORP INC Financial Services 776.0 $29K +685.0 +752.8% $36.78 +2.8%
2753 MGNI MAGNITE INC Communication Services 1,503.0 $29K +1K +773.8% $18.98 +25.9%
2754 NGNE NEUROGENE INC Healthcare 906.0 $28K +892.0 +6371.4% $31.45 +29.9%
2755 IAI ISHARES TR 162.0 $28K +6.0 +3.9% $175.33 +12.2%
2756 KULR TECHNOLOGY GROUP INC 7,435.0 $28K +7K +10000.0% $3.81
2757 PLSE PULSE BIOSCIENCES INC Healthcare 1,020.0 $28K +767.0 +303.2% $27.73 +76.7%
2758 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 19,497.0 $28K +19K +5141.1% $1.45 -31.0%
2759 CLSE TRUST FOR PROFESSIONAL MANAG 828.0 $28K +708.0 +590.0% $34.14 -2.3%
2760 ARI APOLLO COML REAL ESTATE FIN Real Estate 2,631.0 $28K +3K +8121.9% $10.68 -35.8%
Page 138 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%