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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 83 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 790.0 $317K 0.00% +759.0 +2448.4% $401.84 -3.1%
1642 BOX BOX INC Technology 11,956.0 $317K 0.00% +12K +10000.0% $26.54 +31.8%
1643 RDDT REDDIT INC Communication Services 1,827.0 $317K 0.00% +949.0 +108.1% $173.58 -11.9%
1644 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,673.0 $315K 0.00% +2K +140.8% $85.75 +3.4%
1645 AAOI APPLIED OPTOELECTRONICS INC Technology 2,125.0 $315K 0.00% +2K +1814.4% $148.16 -28.3%
1646 IYE ISHARES TR 5,559.0 $315K 0.00% +5K +2426.8% $56.59 +17.1%
1647 IUS INVESCO EXCH TRD SLF IDX FD 4,783.0 $314K 0.00% +2K +59.0% $65.58 +6.8%
1648 VIGI VANGUARD WHITEHALL FDS 3,357.0 $313K 0.00% +3K +942.5% $93.38 +5.6%
1649 XSD SPDR SERIES TRUST 502.0 $313K 0.00% +497.0 +9940.0% $623.70 -22.7%
1650 OCFC OCEANFIRST FINL CORP Financial Services 16,023.0 $313K 0.00% +16K +3905.8% $19.53 -3.3%
1651 EINC VANECK ETF TRUST 2,624.0 $313K 0.00% +3K +2881.8% $119.20 +1.2%
1652 PSN PARSONS CORP DEL Industrials 5,960.0 $312K 0.00% +6K +10000.0% $52.39 -6.5%
1653 OII OCEANEERING INTL INC Energy 7,692.0 $312K 0.00% +7K +2481.2% $40.52 +24.9%
1654 IDMO INVESCO EXCH TRADED FD TR II 5,157.0 $311K 0.00% +4K +656.2% $60.28 +3.8%
1655 AVDV AMERICAN CENTY ETF TR 2,997.0 $309K 0.00% +2K +326.9% $103.03 +9.1%
1656 PEGA PEGASYSTEMS INC Technology 10,240.0 $307K 0.00% +8K +355.5% $29.97 +20.7%
1657 PTEN PATTERSON-UTI ENERGY INC Energy 33,397.0 $307K 0.00% +20K +158.3% $9.18 +35.4%
1658 RYLD GLOBAL X FDS 19,145.0 $306K 0.00% +573.0 +3.1% $15.99 +1.4%
1659 PNNT PENNANTPARK INVT CORP Financial Services 87,870.0 $305K 0.00% +44K +100.0% $3.47 +6.6%
1660 YOU CLEAR SECURE INC Technology 5,464.0 $305K 0.00% +2K +61.9% $55.73 -22.1%
Page 83 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%