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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 19 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NVDY TIDAL TRUST II 13,000.0 $162K 0.00% NEW $12.44 -2.3%
362 ALDF ALDEL FINL II INC Financial Services 15,134.0 $162K 0.00% NEW $10.69 +0.9%
363 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 84,106.0 $161K 0.00% NEW $1.92 -7.3%
364 DXC DXC TECHNOLOGY CO Technology 18,215.0 $161K 0.00% NEW $8.85 +20.1%
365 ALK ALASKA AIR GROUP INC Industrials 3,048.0 $159K 0.00% NEW $52.20 -20.4%
366 AGYS AGILYSYS INC Technology 1,514.0 $158K 0.00% NEW $104.50 +8.9%
367 NML NEUBERGER ENGY INFRSTR & INC Financial Services 15,500.0 $157K 0.00% NEW $10.14 +2.7%
368 VLU SPDR SERIES TRUST 650.0 $155K 0.00% NEW $238.23 +4.3%
369 NEWBURY STR II ACQUISITION C 14,470.0 $154K 0.00% NEW $10.65
370 LAD LITHIA MTRS INC Consumer Cyclical 530.0 $154K 0.00% NEW $290.49 +26.9%
371 OWL CALL BLUE OWL CAPITAL INC Financial Services 17,500.0 $153K 0.00% NEW $8.75 +33.5%
372 TMFS RBB FD INC 4,214.0 $152K 0.00% NEW $36.14 +0.9%
373 LEVI LEVI STRAUSS &CO NEW Consumer Cyclical 6,127.0 $152K 0.00% NEW $24.83 -12.5%
374 OMAH TIDAL TRUST III 8,227.0 $152K 0.00% NEW $18.44 -0.4%
375 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 5,110.0 $151K 0.00% NEW $29.53 -2.7%
376 BYLD ISHARES TR 6,634.0 $150K 0.00% NEW $22.65 -1.4%
377 PSKY CALL PARAMOUNT SKYDANCE CORP Communication Services 15,000.0 $148K 0.00% NEW $9.86 +5.0%
378 VENTURE GLOBAL INC 13,106.0 $146K 0.00% NEW $11.13
379 IHAK ISHARES TR 2,400.0 $146K 0.00% NEW $60.71 +3.0%
380 ISD PGIM HIGH YIELD BOND FUND IN Financial Services 11,052.0 $144K 0.00% NEW $13.06 -6.4%
Page 19 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%