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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 147 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 CALM CAL MAINE FOODS INC Consumer Defensive 228.0 $18K +101.0 +79.5% $80.57 +5.0%
2922 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 544.0 $18K +541.0 +10000.0% $33.74 +1.9%
2923 NC NACCO INDS INC Energy 366.0 $18K +360.0 +6000.0% $50.05 -18.1%
2924 FPF FIRST TR INTER DURATN PFD & Financial Services 1,000.0 $18K +500.0 +100.0% $18.17 -2.9%
2925 REAX THE REAL BROKERAGE INC Real Estate 9,980.0 $18K +10K +4315.9% $1.82 +31.9%
2926 RGR STURM RUGER & CO INC Industrials 479.0 $18K +439.0 +1097.5% $37.85 +1.6%
2927 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 707.0 $18K +669.0 +1760.5% $25.44 +5.8%
2928 LAW CS DISCO INC Technology 4,731.0 $18K +4K +1601.8% $3.78 +11.6%
2929 PNTG PENNANT GROUP INC Healthcare 481.0 $18K +446.0 +1274.3% $36.95 +5.3%
2930 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 400.0 $18K +299.0 +296.0% $44.42 +11.5%
2931 BBBY BED BATH &BEYOND INC Consumer Cyclical 3,066.0 $18K +3K +1557.3% $5.79 -24.9%
2932 CSV CARRIAGE SVCS INC Consumer Cyclical 462.0 $18K +421.0 +1026.8% $38.34 -9.8%
2933 CAL CALERES INC Consumer Cyclical 1,427.0 $18K +1K +857.7% $12.37 +10.3%
2934 CMCL CALEDONIA MNG CORP Basic Materials 924.0 $18K +725.0 +364.3% $19.10 +30.9%
2935 TEADS HLDG CO 22,979.0 $18K +23K +10000.0% $0.77
2936 BEAM BEAM THERAPEUTICS INC Healthcare 512.0 $18K +502.0 +5020.0% $34.32 -17.5%
2937 LITHIUM AMERS CORP NEW 4,554.0 $18K +2K +90.2% $3.85
2938 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 554.0 $17K +498.0 +889.3% $31.40 +12.4%
2939 MIDCAP FINANCIAL INVSTMNT CO 1,724.0 $17K +1K +146.3% $10.08
2940 FS SPECIALTY LENDING FD 1,551.0 $17K +1K +1102.3% $11.15
Page 147 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%