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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 150 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 NPWR NET POWER INC Industrials 8,943.0 $15K +9K +7290.9% $1.67 +19.2%
2982 NICE NICE LTD Technology 164.0 $15K +129.0 +368.6% $90.85 +10.3%
2983 CURV TORRID HLDGS INC Consumer Cyclical 7,960.0 $15K +8K +10000.0% $1.87 +15.5%
2984 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,110.0 $15K +564.0 +103.3% $13.26 +8.0%
2985 DXPE DXP ENTERPRISES INC Industrials 87.0 $15K +14.0 +19.2% $168.75 +10.7%
2986 ICL ICL GROUP LTD Basic Materials 2,918.0 $15K +3K +1359.0% $4.98 +15.5%
2987 BWFG BANKWELL FINL GROUP INC Financial Services 247.0 $15K +214.0 +648.5% $58.75 +13.2%
2988 CUBI CUSTOMERS BANCORP INC Financial Services 183.0 $14K +113.0 +161.4% $79.10 -0.1%
2989 INHIBIKASE THERAPEUTICS INC 7,121.0 $14K +7K +10000.0% $2.03
2990 LMND LEMONADE INC Financial Services 222.0 $14K +72.0 +48.0% $65.00 -17.1%
2991 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 1,060.0 $14K +916.0 +636.1% $13.55 +3.2%
2992 PBFS PIONEER BANCORP INC MD Financial Services 841.0 $14K +835.0 +10000.0% $17.07 +1.3%
2993 GIB CGI INC Technology 219.0 $14K +150.0 +217.4% $64.57 +15.9%
2994 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 1,316.0 $14K +1K +1075.0% $10.72 +0.6%
2995 WBTN WEBTOON ENTMT INC Technology 1,223.0 $14K +1K +2502.1% $11.42 -16.0%
2996 GREIF INC 148.0 $14K +132.0 +825.0% $93.55
2997 UNTY UNITY BANCORP INC Financial Services 234.0 $14K +228.0 +3800.0% $58.69 +1.1%
2998 NBN NORTHEAST BK PORTLAND ME Financial Services 103.0 $14K +93.0 +930.0% $132.53 -2.3%
2999 TBCH TURTLE BEACH CORP Technology 1,086.0 $14K +922.0 +562.2% $12.45 +1.1%
3000 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 182.0 $13K +176.0 +2933.3% $74.04 +11.2%
Page 150 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%