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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 96 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 GTM ZOOMINFO TECHNOLOGIES INC Technology 61,187.0 $179K 0.00% +21K +52.1% $2.93 +43.3%
1902 PWV INVESCO EXCHANGE TRADED FD T 2,362.0 $179K 0.00% +2K +424.9% $75.77 +7.8%
1903 ITRI ITRON INC Technology 2,064.0 $179K 0.00% +2K +1240.3% $86.53 +12.7%
1904 SRRK SCHOLAR ROCK HLDG CORP Healthcare 3,243.0 $178K 0.00% +3K +3670.9% $55.00 +5.1%
1905 HQI HIREQUEST INC Industrials 14,197.0 $178K 0.00% +266.0 +1.9% $12.56 +30.4%
1906 FTV FORTIVE CORP Technology 2,911.0 $178K 0.00% +1K +67.4% $61.09 -2.3%
1907 NPK INTERNATIONAL INC 11,150.0 $177K 0.00% +800.0 +7.7% $15.91
1908 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,480.0 $177K 0.00% +2K +326.9% $71.49 -9.4%
1909 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 4,568.0 $177K 0.00% +4K +1197.7% $38.77 -2.5%
1910 XT ISHARES TR 2,141.0 $177K 0.00% +2K +701.9% $82.64 +0.0%
1911 APLD APPLIED DIGITAL CORP Technology 4,739.0 $177K 0.00% +4K +490.2% $37.30 -32.1%
1912 PTC PTC INC Technology 1,550.0 $176K 0.00% +1K +244.4% $113.61 +38.3%
1913 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,017.0 $176K 0.00% +903.0 +792.1% $173.03 -54.7%
1914 EUSA ISHARES INC 1,540.0 $176K 0.00% +870.0 +129.8% $114.16 +3.2%
1915 KVYO KLAVIYO INC Technology 11,627.0 $176K 0.00% +11K +2081.4% $15.10 +33.4%
1916 SANM SANMINA CORP Technology 691.0 $175K 0.00% +480.0 +227.5% $253.08 -23.3%
1917 IVOG VANGUARD ADMIRAL FDS INC 1,194.0 $175K 0.00% +597.0 +100.0% $146.30 -3.2%
1918 VSH VISHAY INTERTECHNOLOGY INC Technology 3,239.0 $174K 0.00% +2K +114.7% $53.78 -43.2%
1919 GEF GREIF INC Consumer Cyclical 2,338.0 $174K 0.00% +2K +4671.4% $74.49 +12.9%
1920 NIC NICOLET BANKSHARES INC Financial Services 1,051.0 $174K 0.00% +935.0 +806.0% $165.40 +3.8%
Page 96 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%