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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 18 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FELC FIDELITY COVINGTON TRUST 4,390.0 $184K 0.00% NEW $41.91 +3.4%
342 BMI BADGER METER INC Technology 1,239.0 $184K 0.00% NEW $148.39 -8.5%
343 BLACKROCK ETF TRUST 6,470.0 $181K 0.00% NEW $28.03
344 FBK FB FINL CORP Financial Services 3,227.0 $179K 0.00% NEW $55.35 +5.3%
345 REPL REPLIMUNE GROUP INC Healthcare 16,086.0 $178K 0.00% NEW $11.07 +32.9%
346 SNDR SCHNEIDER NATIONAL INC Industrials 4,869.0 $178K 0.00% NEW $36.53 -4.6%
347 FTXL FIRST TR EXCHANGE TRADED FD 620.0 $177K 0.00% NEW $284.95 -23.0%
348 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 12,471.0 $170K 0.00% NEW $13.63 -3.7%
349 UNIT UNITI GROUP LLC Real Estate 14,768.0 $169K 0.00% NEW $11.47 -14.1%
350 NOW CALL SERVICENOW INC Technology 1,700.0 $169K 0.00% NEW $99.28 +29.0%
351 TRULIEVE CANNABIS CORP 17,020.0 $167K 0.00% NEW $9.83
352 JMTG J P MORGAN EXCHANGE TRADED F 3,297.0 $167K 0.00% NEW $50.68 -1.1%
353 LPX LOUISIANA PAC CORP Basic Materials 2,113.0 $166K 0.00% NEW $78.66 -7.7%
354 MIR MIRION TECHNOLOGIES INC Industrials 9,248.0 $166K 0.00% NEW $17.93 -18.1%
355 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 3,174.0 $166K 0.00% NEW $52.17 +3.2%
356 MFS ACTIVE EXCHANGE TRADED F 5,458.0 $165K 0.00% NEW $30.32
357 IVT INVENTRUST PPTYS CORP Real Estate 4,662.0 $165K 0.00% NEW $35.40 -7.3%
358 ALV AUTOLIV INC Consumer Cyclical 1,415.0 $164K 0.00% NEW $116.17 +6.0%
359 FACT II ACQUISITION CORP 15,440.0 $164K 0.00% NEW $10.63
360 NNY NUVEEN N Y MUN VALUE FD Financial Services 18,652.0 $163K 0.00% NEW $8.74 -6.8%
Page 18 of 77  ·  1,528 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%