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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 29 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CRWV COREWEAVE INC Technology 34,026.0 $3.4M 0.02% +29K +627.0% $99.54 -11.6%
562 BFST BUSINESS FIRST BANCSHARES IN Financial Services 110,128.0 $3.4M 0.02% +56K +101.8% $30.73 +1.4%
563 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 6,216.0 $3.4M 0.02% +6K +812.8% $541.84 -4.3%
564 DBEF DBX ETF TR 61,046.0 $3.3M 0.02% +59K +2352.6% $54.63 +2.7%
565 MEDP MEDPACE HLDGS INC Healthcare 6,259.0 $3.3M 0.02% +6K +1201.2% $529.59 +16.0%
566 BSX BOSTON SCIENTIFIC CORP Healthcare 77,337.0 $3.3M 0.02% +59K +332.6% $42.68 +16.8%
567 PSA PUBLIC STORAGE Real Estate 10,319.0 $3.3M 0.02% +5K +109.7% $318.33 +1.4%
568 SCHF SCHWAB STRATEGIC TR 116,715.0 $3.2M 0.02% +80K +218.5% $27.70 +3.2%
569 ZM ZOOM COMMUNICATIONS INC Technology 37,159.0 $3.2M 0.02% +31K +501.2% $86.31 +16.9%
570 ALGN ALIGN TECHNOLOGY INC Healthcare 18,942.0 $3.2M 0.02% +18K +1276.6% $168.66 -5.4%
571 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 8,254.0 $3.2M 0.02% +6K +216.2% $386.71 +3.1%
572 BOTZ GLOBAL X FDS 84,009.0 $3.2M 0.02% +29K +52.0% $37.94 -5.5%
573 NET CLOUDFLARE INC Technology 12,951.0 $3.2M 0.02% +12K +1370.0% $245.28 +13.2%
574 ARW ARROW ELECTRS INC Technology 14,851.0 $3.2M 0.02% +13K +766.5% $213.41 -5.1%
575 GNRC GENERAC HLDGS INC Industrials 10,786.0 $3.2M 0.02% +11K +10000.0% $292.81 -31.1%
576 BP BP PLC Energy 85,457.0 $3.2M 0.02% +70K +439.3% $36.95 +16.0%
577 CUBE CUBESMART Real Estate 79,310.0 $3.2M 0.02% +41K +105.7% $39.77 +2.1%
578 SPMO INVESCO EXCH TRADED FD TR II 19,415.0 $3.1M 0.02% +15K +318.3% $161.53 -8.7%
579 VMI VALMONT INDS INC Industrials 5,400.0 $3.1M 0.02% +5K +569.1% $577.66 -18.1%
580 ALL ALLSTATE CORP Financial Services 13,102.0 $3.1M 0.02% +11K +702.8% $237.93 +8.3%
Page 29 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%