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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 151 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 MKTW MARKETWISE INC Technology 751.0 $13K +745.0 +10000.0% $17.84 +2.6%
3002 LI LI AUTO INC Consumer Cyclical 1,138.0 $13K +996.0 +701.4% $11.74 +6.3%
3003 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 1,026.0 $13K +1K +5030.0% $13.02 +6.4%
3004 MH MCGRAW HILL INC Consumer Defensive 1,406.0 $13K +1K +4586.7% $9.47 +45.4%
3005 ARQ INC 5,210.0 $13K +4K +470.6% $2.55
3006 FLCH FRANKLIN TEMPLETON ETF TR 648.0 $13K +361.0 +125.8% $20.41 +6.5%
3007 GCT GIGACLOUD TECHNOLOGY INC Technology 416.0 $13K +298.0 +252.5% $31.60 +59.8%
3008 TKC TURKCELL ILETISIM Communication Services 2,232.0 $13K +350.0 +18.6% $5.88 -7.8%
3009 SLDE SLIDE INS HLDGS INC Financial Services 674.0 $13K +526.0 +355.4% $19.37 +22.0%
3010 SENEA SENECA FOODS CORP NEW Consumer Defensive 75.0 $13K +68.0 +971.4% $173.95 +9.0%
3011 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 2,000.0 $13K +1K +100.0% $6.50 -2.3%
3012 NNOX NANO X IMAGING LTD Healthcare 11,073.0 $13K +11K +3195.5% $1.16 -25.5%
3013 FVCB FVCBANKCORP INC Financial Services 733.0 $13K +705.0 +2517.9% $17.50 +5.9%
3014 OPRX OPTIMIZERX CORP Healthcare 2,236.0 $13K +2K +6887.5% $5.72 +33.7%
3015 ESAB ESAB CORPORATION Industrials 129.0 $13K +17.0 +15.2% $98.64 -19.7%
3016 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 1,008.0 $13K +996.0 +8300.0% $12.61 -5.1%
3017 MTRX MATRIX SVC CO Industrials 921.0 $13K +774.0 +526.5% $13.70 -21.9%
3018 SEVN SEVEN HILLS REALTY TRUST Real Estate 1,464.0 $12K +1K +10000.0% $8.43 -8.0%
3019 RITHM PPTY TR INC 856.0 $12K +855.0 +10000.0% $14.40
3020 CORE LABORATORIES INC 1,052.0 $12K +946.0 +892.5% $11.65
Page 151 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%