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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 86 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 WLK WESTLAKE CORPORATION Basic Materials 3,773.0 $275K 0.00% +4K +1526.3% $73.00 +3.7%
1702 SHBI SHORE BANCSHARES INC Financial Services 11,995.0 $275K 0.00% +12K +9056.5% $22.95 +0.8%
1703 OSBC OLD SECOND BANCORP INC DEL Financial Services 11,778.0 $275K 0.00% +10K +729.4% $23.32 +8.2%
1704 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 7,211.0 $274K 0.00% +6K +414.3% $37.98 -6.9%
1705 FFIN FIRST FINL BANKSHARES INC Financial Services 7,905.0 $274K 0.00% +7K +795.2% $34.60 -3.5%
1706 PPIH PERMA-PIPE INTL HLDGS INC Industrials 10,000.0 $272K 0.00% +5K +100.0% $27.23 -2.2%
1707 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 715.0 $272K 0.00% +663.0 +1275.0% $380.37 -30.3%
1708 COLB COLUMBIA BKG SYS INC Financial Services 8,462.0 $271K 0.00% +8K +1648.3% $32.05 -6.2%
1709 NJR NEW JERSEY RES CORP Utilities 4,828.0 $271K 0.00% +5K +1488.2% $56.03 -4.3%
1710 DMXF ISHARES TR 3,193.0 $270K 0.00% +691.0 +27.6% $84.60 +2.6%
1711 ABM ABM INDS INC Industrials 6,095.0 $270K 0.00% +6K +1010.2% $44.24 +6.7%
1712 HMC HONDA MOTOR CO LTD Consumer Cyclical 9,937.0 $269K 0.00% +6K +163.3% $27.11 +17.5%
1713 VISN VISTANCE NETWORKS INC Technology 20,968.0 $268K 0.00% +21K +10000.0% $12.78 -52.6%
1714 SOC SABLE OFFSHORE CORP Energy 86,913.0 $268K 0.00% +87K +10000.0% $3.08 +45.8%
1715 QNST QUINSTREET INC Communication Services 18,202.0 $267K 0.00% +16K +876.5% $14.65 +30.9%
1716 VYMI VANGUARD WHITEHALL FDS 2,715.0 $267K 0.00% +1K +81.5% $98.20 +7.0%
1717 RS RELIANCE INC Basic Materials 713.0 $266K 0.00% +572.0 +405.7% $373.71 +3.7%
1718 TIGO MILLICOM INTL CELLULAR S A Communication Services 2,928.0 $266K 0.00% +2K +211.8% $90.76 +2.9%
1719 QQEW FIRST TR EXCHANGE-TRADED FD 1,664.0 $266K 0.00% +640.0 +62.5% $159.60 +3.7%
1720 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 14,779.0 $265K 0.00% +13K +770.9% $17.96 -6.0%
Page 86 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%