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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 81 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,671.0 $348K 0.00% +6K +1507.5% $52.15 +6.5%
1602 UI UBIQUITI INC Technology 650.0 $347K 0.00% +330.0 +103.1% $534.03 +12.2%
1603 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 24,818.0 $346K 0.00% +6K +34.9% $13.94 -10.5%
1604 HBCP HOMEBANCORP INC Financial Services 5,049.0 $346K 0.00% +5K +10000.0% $68.52 +1.3%
1605 CRI CARTERS INC Consumer Cyclical 8,368.0 $344K 0.00% +7K +856.3% $41.16 -18.5%
1606 OGS ONE GAS INC Utilities 4,456.0 $343K 0.00% +4K +1385.3% $77.07 +3.1%
1607 LBRDK LIBERTY BROADBAND CORP Communication Services 10,287.0 $342K 0.00% +9K +697.4% $33.26 +8.3%
1608 HTO H2O AMERICA Utilities 5,609.0 $341K 0.00% +5K +2426.6% $60.77 +4.6%
1609 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 11,449.0 $341K 0.00% +10K +791.7% $29.75 +15.2%
1610 ARMOUR RESIDENTIAL REIT INC 19,434.0 $339K 0.00% +19K +10000.0% $17.45
1611 EEFT EURONET WORLDWIDE INC Technology 4,621.0 $338K 0.00% +3K +204.4% $73.19 -4.4%
1612 AOR ISHARES TR 4,856.0 $337K 0.00% +1K +30.2% $69.50 +0.6%
1613 IX ORIX CORP Financial Services 8,866.0 $337K 0.00% +8K +1141.7% $38.04 +2.5%
1614 FYX FIRST TR EXCHANGE-TRADED ALP 2,337.0 $337K 0.00% +144.0 +6.6% $144.30 -1.3%
1615 MEI METHODE ELECTRS INC Technology 17,721.0 $336K 0.00% +17K +4575.7% $18.97 -4.0%
1616 PTON PELOTON INTERACTIVE INC Consumer Cyclical 56,876.0 $336K 0.00% +51K +816.9% $5.91 -7.8%
1617 KEX KIRBY CORP Industrials 2,472.0 $336K 0.00% +2K +782.9% $135.97 +2.3%
1618 INDH WISDOMTREE TR 8,577.0 $335K 0.00% +83.0 +1.0% $39.07 +0.3%
1619 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,033.0 $335K 0.00% +3K +636.2% $110.41 +14.1%
1620 SPEU SPDR INDEX SHS FDS 6,099.0 $335K 0.00% +6K +10000.0% $54.88 +3.8%
Page 81 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%