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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 85 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 AEIS ADVANCED ENERGY INDS Industrials 784.0 $292K 0.00% +415.0 +112.5% $372.87 -26.8%
1682 RELX RELX PLC Communication Services 9,176.0 $291K 0.00% +7K +331.0% $31.67 +15.4%
1683 MTRN MATERION CORP Basic Materials 976.0 $290K 0.00% +832.0 +577.8% $297.35 -20.0%
1684 PRIM PRIMORIS SVCS CORP Industrials 2,911.0 $289K 0.00% +2K +418.0% $99.12 -26.2%
1685 REGCO REGENCY CTRS CORP 3,587.0 $286K 0.00% +3K +990.3% $79.74
1686 NJAN INNOVATOR ETFS TRUST 4,845.0 $286K 0.00% +4K +1234.7% $59.02 +1.5%
1687 MARA MARA HOLDINGS INC Financial Services 20,425.0 $284K 0.00% +18K +718.6% $13.89 -23.2%
1688 GIII G III APPAREL GROUP LTD Consumer Cyclical 8,387.0 $283K 0.00% +8K +2733.4% $33.71 -0.7%
1689 ABSI ABSCI CORPORATION Healthcare 24,371.0 $282K 0.00% +24K +8827.1% $11.59 -24.8%
1690 ERIE ERIE INDTY CO Financial Services 1,169.0 $280K 0.00% +358.0 +44.1% $239.75 +8.6%
1691 IGM ISHARES TR 1,709.0 $280K 0.00% +1K +154.7% $163.58 -1.6%
1692 WHR WHIRLPOOL CORP Consumer Cyclical 7,087.0 $279K 0.00% +6K +571.1% $39.42 +4.4%
1693 EXLS EXLSERVICE HLDGS INC Technology 10,794.0 $279K 0.00% +8K +237.0% $25.86 +48.5%
1694 SPSC SPS COMM INC Technology 4,881.0 $279K 0.00% +4K +673.5% $57.17 +48.5%
1695 ALHC ALIGNMENT HEALTHCARE INC Healthcare 11,719.0 $279K 0.00% +11K +2807.9% $23.81 -42.8%
1696 KFRC KFORCE INC Industrials 5,939.0 $279K 0.00% +5K +867.3% $46.92 +23.8%
1697 AAL AMERICAN AIRLINES GROUP INC Industrials 15,410.0 $278K 0.00% +14K +1181.0% $18.07 -24.5%
1698 DIHP DIMENSIONAL ETF TRUST 8,130.0 $277K 0.00% +5K +195.5% $34.13 +3.6%
1699 OSPN ONESPAN INC Technology 19,319.0 $277K 0.00% +19K +3380.9% $14.35 +15.3%
1700 LPLA LPL FINL HLDGS INC Financial Services 978.0 $275K 0.00% +833.0 +574.5% $281.68 +31.6%
Page 85 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%