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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 95 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 HCI HCI GROUP INC Financial Services 1,065.0 $187K 0.00% +1K +7507.1% $175.25 +6.3%
1882 UMC UNITED MICROELECTRONICS CORP Technology 6,817.0 $185K 0.00% +4K +145.8% $27.21 -27.3%
1883 BITO PROSHARES TR 23,238.0 $185K 0.00% +12K +101.3% $7.98 +30.9%
1884 IAT ISHARES TR 2,980.0 $185K 0.00% +3K +1092.0% $62.21 -0.0%
1885 INV INNVENTURE INC Financial Services 36,431.0 $185K 0.00% +36K +10000.0% $5.07 -75.1%
1886 FIRST TR HIGH YIELD OPPRT 20 13,476.0 $185K 0.00% +13K +2336.9% $13.70
1887 CNXC CONCENTRIX CORP Technology 8,228.0 $184K 0.00% +6K +231.9% $22.40 +31.1%
1888 RPAY REPAY HLDGS CORP Technology 43,801.0 $184K 0.00% +43K +10000.0% $4.20 -11.0%
1889 AUB ATLANTIC UN BANKSHARES CORP Financial Services 4,342.0 $184K 0.00% +4K +841.9% $42.31 -3.9%
1890 CHT CHUNGHWA TELECOM CO LTD Communication Services 4,139.0 $183K 0.00% +3K +156.9% $44.26 -2.9%
1891 TEX TEREX CORP NEW Industrials 2,530.0 $183K 0.00% +2K +571.1% $72.40 -12.0%
1892 SONO SONOS INC Technology 13,441.0 $182K 0.00% +13K +1367.4% $13.53 +13.1%
1893 FIBK FIRST INTST BANCSYSTEM INC Financial Services 4,706.0 $181K 0.00% +4K +1229.4% $38.56 -3.9%
1894 KN KNOWLES CORP Technology 4,366.0 $181K 0.00% +4K +526.4% $41.48 -17.5%
1895 LGIH LGI HOMES INC Consumer Cyclical 2,839.0 $181K 0.00% +3K +2285.7% $63.68 -9.7%
1896 NWN NORTHWEST NAT HLDG CO Utilities 3,685.0 $181K 0.00% +4K +1902.7% $49.06 +0.9%
1897 RCKT ROCKET PHARMACEUTICALS INC Healthcare 52,755.0 $180K 0.00% +51K +3930.2% $3.42 +12.9%
1898 CNK CINEMARK HLDGS INC Communication Services 5,667.0 $180K 0.00% +4K +240.4% $31.73 +13.4%
1899 BBAI BIGBEAR AI HLDGS INC Technology 48,903.0 $179K 0.00% +24K +94.1% $3.67 -16.5%
1900 SCL STEPAN CO Basic Materials 3,220.0 $179K 0.00% +3K +1455.6% $55.72 +12.4%
Page 95 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%