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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 53 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 EGP EASTGROUP PPTYS INC Real Estate 5,333.0 $1.1M 0.01% +5K +10000.0% $202.53 -1.2%
1042 DAR DARLING INGREDIENTS INC Consumer Defensive 19,768.0 $1.1M 0.01% +15K +288.1% $54.62 +12.4%
1043 CGBL CAPITAL GROUP CORE BALANCED 28,313.0 $1.1M 0.01% +13K +86.5% $37.96 +0.9%
1044 SLYV SPDR SERIES TRUST 9,821.0 $1.1M 0.01% +146.0 +1.5% $109.11 +0.9%
1045 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 22,314.0 $1.1M 0.01% +21K +2404.4% $47.81 -10.1%
1046 CLH CLEAN HARBORS INC Industrials 3,562.0 $1.1M 0.01% +2K +220.9% $298.75 +4.4%
1047 EW EDWARDS LIFESCIENCES CORP Healthcare 11,751.0 $1.1M 0.01% +11K +979.1% $90.46 -0.6%
1048 TWLO TWILIO INC Communication Services 5,140.0 $1.1M 0.01% +3K +115.7% $206.33 +17.0%
1049 PTY PIMCO CORPORATE & INCOME OPP Financial Services 88,110.0 $1.1M 0.01% +71K +413.2% $12.03 -2.1%
1050 LEN LENNAR CORP Consumer Cyclical 11,669.0 $1.1M 0.01% +11K +1355.0% $90.50 -6.0%
1051 NEU NEWMARKET CORP Basic Materials 1,334.0 $1.1M 0.01% +1K +303.0% $791.53 +16.7%
1052 CLS CELESTICA INC Technology 2,893.0 $1.1M 0.01% +3K +1790.8% $364.80 -13.0%
1053 AYI ACUITY INC Industrials 2,801.0 $1.1M 0.01% +3K +994.1% $376.66 -9.3%
1054 BBY BEST BUY INC Consumer Cyclical 13,903.0 $1.1M 0.01% +9K +174.2% $75.88 +10.1%
1055 ACGL ARCH CAP GROUP LTD Financial Services 10,862.0 $1.1M 0.01% +6K +113.6% $97.07 +1.7%
1056 AN AUTONATION INC Consumer Cyclical 5,661.0 $1.1M 0.01% +4K +371.8% $185.79 +7.0%
1057 OVV OVINTIV INC Energy 19,947.0 $1.1M 0.01% +18K +1164.9% $52.65 +23.8%
1058 NEBIUS GROUP N.V. 3,799.0 $1.0M 0.01% +743.0 +24.3% $276.17
1059 HR HEALTHCARE RLTY TR Real Estate 51,937.0 $1.0M 0.01% +50K +2139.6% $20.17 -5.2%
1060 RC READY CAPITAL CORP Real Estate 597,353.0 $1.0M 0.01% +48K +8.7% $1.75 +5.7%
Page 53 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%