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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 98 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 SCI SERVICE CORP INTL Consumer Cyclical 2,197.0 $167K 0.00% +2K +1844.2% $75.96 +9.7%
1942 CRC CALIFORNIA RES CORP Energy 3,152.0 $167K 0.00% +3K +1025.7% $52.87 -1.2%
1943 BY BYLINE BANCORP INC Financial Services 4,412.0 $166K 0.00% +4K +5782.7% $37.66 +1.7%
1944 AEHR AEHR TEST SYS Technology 1,719.0 $165K 0.00% +1K +309.3% $96.06 -15.9%
1945 OWLET INC 28,706.0 $165K 0.00% +14K +100.0% $5.74
1946 SPIB SPDR SERIES TRUST 4,911.0 $164K 0.00% +616.0 +14.3% $33.46 -1.1%
1947 ACH ACCENDRA HEALTH INC Healthcare 47,890.0 $164K 0.00% +48K +10000.0% $3.42 -64.6%
1948 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,176.0 $164K 0.00% +910.0 +342.1% $139.14 -6.1%
1949 COMT ISHARES U S ETF TR 5,381.0 $163K 0.00% +5K +714.1% $30.37 +13.5%
1950 WMG WARNER MUSIC GROUP CORP Communication Services 6,034.0 $163K 0.00% +4K +140.4% $27.07 +3.5%
1951 XOVR ENTREPRENEURSHARES SERIES TR 7,674.0 $162K 0.00% +7K +3222.1% $21.05 -1.6%
1952 THFF FIRST FINANCIAL CORPORATION Financial Services 2,080.0 $161K 0.00% +2K +2211.1% $77.44 +2.3%
1953 RYN RAYONIER INC Real Estate 7,569.0 $161K 0.00% +7K +1797.0% $21.28 -4.2%
1954 CC CHEMOURS CO Basic Materials 7,811.0 $160K 0.00% +7K +1857.6% $20.52 -23.9%
1955 MSA MSA SAFETY INC Industrials 917.0 $160K 0.00% +659.0 +255.4% $174.71 +8.9%
1956 LOGI LOGITECH INTL S A Technology 1,700.0 $160K 0.00% +2K +4259.0% $94.04 +4.2%
1957 FTDR FRONTDOOR INC Consumer Cyclical 2,052.0 $159K 0.00% +2K +332.9% $77.59 +6.8%
1958 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,079.0 $159K 0.00% +1K +63.9% $51.60 +3.0%
1959 QIAGEN NV 4,059.0 $159K 0.00% +4K +2862.8% $39.10
1960 TOI THE ONCOLOGY INSTITUTE INC Healthcare 29,213.0 $159K 0.00% +507.0 +1.8% $5.43 +12.9%
Page 98 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%