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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 99 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 14,206.0 $158K 0.00% +11K +402.0% $11.15 -10.8%
1962 VVX V2X INC Industrials 2,124.0 $158K 0.00% +2K +1219.2% $74.56 +4.2%
1963 GGG GRACO INC Industrials 2,092.0 $158K 0.00% +2K +2013.1% $75.61 +4.9%
1964 SYLD CAMBRIA ETF TR 2,000.0 $158K 0.00% +1K +100.0% $79.09 +9.2%
1965 EBC EASTERN BANKSHARES INC Financial Services 7,110.0 $158K 0.00% +6K +521.5% $22.24 +0.2%
1966 LVHD LEGG MASON ETF INVT 3,586.0 $158K 0.00% +1K +53.8% $44.01 +0.4%
1967 GENI GENIUS SPORTS LIMITED Communication Services 25,869.0 $157K 0.00% +25K +2699.7% $6.06 +32.3%
1968 CPA COPA HOLDINGS SA Industrials 1,006.0 $157K 0.00% +815.0 +426.7% $155.57 -16.8%
1969 SVV SAVERS VALUE VLG INC Consumer Cyclical 15,498.0 $156K 0.00% +15K +2500.3% $10.09 +4.8%
1970 CRSR CORSAIR GAMING INC Technology 16,157.0 $156K 0.00% +14K +662.1% $9.67 +24.1%
1971 PSMT PRICESMART INC Consumer Defensive 797.0 $156K 0.00% +445.0 +126.4% $195.47 -13.4%
1972 BYND BEYOND MEAT INC Consumer Defensive 207,206.0 $155K 0.00% +204K +7462.3% $0.75 +1748.0%
1973 IOT SAMSARA INC Technology 4,792.0 $155K 0.00% +4K +336.0% $32.43 +26.9%
1974 AMRIZE LTD 2,905.0 $155K 0.00% +2K +519.4% $53.30
1975 RB GLOBAL INC 1,327.0 $155K 0.00% +768.0 +137.4% $116.51
1976 ACDC PROFRAC HLDG CORP Energy 26,402.0 $153K 0.00% +26K +10000.0% $5.81 -14.1%
1977 CCOI COGENT COMM HOLDINGS INC Communication Services 11,007.0 $153K 0.00% +10K +1166.6% $13.88 -31.7%
1978 HDB HDFC BANK LTD Financial Services 5,894.0 $152K 0.00% +1K +27.6% $25.83 -10.7%
1979 EMERA INC 2,865.0 $152K 0.00% +3K +10000.0% $53.02
1980 ROAD CONSTRUCTION PARTNERS INC Industrials 1,269.0 $151K 0.00% +950.0 +297.8% $118.77 -7.3%
Page 99 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%