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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 92 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,293.0 $216K 0.00% +4K +320.8% $40.87 +10.2%
1822 CMPS COMPASS PATHWAYS PLC Healthcare 15,240.0 $216K 0.00% +15K +6250.0% $14.15 -3.0%
1823 CCS CENTURY COMMUNITIES INC Consumer Cyclical 2,997.0 $215K 0.00% +3K +1128.3% $71.66 -3.5%
1824 DB DEUTSCHE BK AG Financial Services 6,353.0 $214K 0.00% +3K +89.1% $33.76 +19.5%
1825 AEGON LTD 25,356.0 $214K 0.00% +25K +10000.0% $8.44
1826 MTX MINERALS TECHNOLOGIES INC Basic Materials 2,873.0 $213K 0.00% +3K +1790.1% $73.97 -2.6%
1827 ELAN ELANCO ANIMAL HEALTH INC Healthcare 8,623.0 $212K 0.00% +6K +258.1% $24.61 -2.0%
1828 AROC ARCHROCK INC Energy 5,202.0 $212K 0.00% +1K +38.9% $40.71 -23.3%
1829 APG API GROUP CORP Industrials 4,984.0 $211K 0.00% +4K +287.0% $42.35 -6.3%
1830 WEX WEX INC Technology 1,496.0 $211K 0.00% +753.0 +101.3% $141.09 +39.9%
1831 EPI WISDOMTREE TR 4,916.0 $210K 0.00% +2K +70.6% $42.78 +0.5%
1832 SRPT SAREPTA THERAPEUTICS INC Healthcare 11,692.0 $210K 0.00% +10K +652.9% $17.97 +16.1%
1833 NMIH NMI HLDGS INC Financial Services 5,094.0 $209K 0.00% +5K +1398.2% $41.09 +9.1%
1834 NESR NATIONAL ENERGY SERVICES REU Energy 6,973.0 $209K 0.00% +6K +994.7% $29.93 +15.1%
1835 TIC TIC SOLUTIONS INC Industrials 25,703.0 $208K 0.00% +21K +505.4% $8.09 +18.2%
1836 SANA SANA BIOTECHNOLOGY INC Healthcare 59,558.0 $208K 0.00% +37K +169.3% $3.49 +12.6%
1837 CODI COMPASS DIVERSIFIED Industrials 19,468.0 $208K 0.00% +19K +10000.0% $10.66 +7.4%
1838 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 45,990.0 $207K 0.00% +17K +58.0% $4.50 -42.2%
1839 EWD ISHARES INC 4,134.0 $207K 0.00% +24.0 +0.6% $49.98 +7.4%
1840 MTH MERITAGE HOMES CORP Consumer Cyclical 2,461.0 $206K 0.00% +2K +742.8% $83.85 -15.3%
Page 92 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%