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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 97 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 ELF E L F BEAUTY INC Consumer Defensive 2,468.0 $174K 0.00% +2K +266.7% $70.41 +47.9%
1922 AMN AMN HEALTHCARE SVCS INC Healthcare 5,361.0 $174K 0.00% +5K +4154.8% $32.37 +7.0%
1923 KMT KENNAMETAL INC Industrials 4,951.0 $174K 0.00% +5K +1849.2% $35.05 -15.7%
1924 PBA PEMBINA PIPELINE CORP Energy 3,732.0 $173K 0.00% +1K +56.1% $46.25 +3.8%
1925 IMAX IMAX CORP Communication Services 4,324.0 $172K 0.00% +445.0 +11.5% $39.86 +26.4%
1926 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 10,000.0 $172K 0.00% +5K +100.0% $17.17 +9.1%
1927 INDB INDEPENDENT BK CORP MASS Financial Services 2,048.0 $171K 0.00% +2K +3692.6% $83.72 -2.0%
1928 AMTM AMENTUM HOLDINGS INC Industrials 8,294.0 $171K 0.00% +7K +399.3% $20.67 -1.7%
1929 RWL INVESCO S&P 500 REVENUE ETF 1,336.0 $171K 0.00% +410.0 +44.3% $127.76 +5.0%
1930 SRCE 1ST SOURCE CORP Financial Services 2,076.0 $169K 0.00% +2K +1472.7% $81.58 +5.9%
1931 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 10,922.0 $169K 0.00% +2K +22.4% $15.50 -3.7%
1932 IYZ ISHARES TR 4,000.0 $169K 0.00% +4K +1860.8% $42.31 +1.7%
1933 ALIT ALIGHT INC Technology 302,143.0 $169K 0.00% +296K +4559.1% $11.20 +25.2%
1934 SAFT SAFETY INS GROUP INC Financial Services 2,258.0 $169K 0.00% +2K +1338.2% $74.86 +38.4%
1935 WSBF WATERSTONE FINL INC MD Financial Services 8,151.0 $169K 0.00% +8K +1254.0% $20.73 +1.6%
1936 VFMV VANGUARD WELLINGTON FD 1,210.0 $169K 0.00% +425.0 +54.1% $139.43 +4.3%
1937 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 4,045.0 $168K 0.00% +4K +1643.5% $41.51 -31.4%
1938 BKE BUCKLE INC Consumer Cyclical 3,971.0 $168K 0.00% +4K +4412.5% $42.20 +2.9%
1939 HEI HEICO CORP NEW Industrials 470.0 $167K 0.00% +299.0 +174.8% $356.19 -5.5%
1940 HACK AMPLIFY ETF TR 1,591.0 $167K 0.00% +864.0 +118.8% $104.93 +10.1%
Page 97 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%