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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 20 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JBT MAREL CORPORATION 995.0 $144K 0.00% NEW $145.00
382 FMNY FIRST TR EXCH TRADED FD III 5,342.0 $144K 0.00% NEW $26.90 -2.5%
383 KRG KITE REALTY GROUP TRUST Real Estate 5,051.0 $143K 0.00% NEW $28.38 -7.5%
384 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 21,638.0 $143K 0.00% NEW $6.60 -9.1%
385 CYRX CRYOPORT INC Industrials 9,089.0 $143K 0.00% NEW $15.70 +4.1%
386 PAYO PAYONEER GLOBAL INC Technology 19,936.0 $142K 0.00% NEW $7.12 -0.1%
387 MNKD MANNKIND CORP Healthcare 33,159.0 $141K 0.00% NEW $4.26 -4.5%
388 AMCOR PLC 3,255.0 $141K 0.00% NEW $43.35
389 VITL VITAL FARMS INC Consumer Defensive 12,061.0 $140K 0.00% NEW $11.63 -4.7%
390 ISEP INNOVATOR ETFS TRUST 4,000.0 $138K 0.00% NEW $34.60 +2.7%
391 KEEL KEEL INFRASTRUCTURE CORP Technology 24,000.0 $138K 0.00% NEW $5.74 -43.4%
392 EVGO EVGO INC Consumer Cyclical 71,424.0 $136K 0.00% NEW $1.91 -22.5%
393 YELP YELP INC Communication Services 5,562.0 $136K 0.00% NEW $24.52 -2.8%
394 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 9,173.0 $135K 0.00% NEW $14.76 -2.9%
395 ASCE ALLSPRING EXCHANGE TRADED FU 3,850.0 $135K 0.00% NEW $35.09 -0.9%
396 GAPR FIRST TR EXCHNG TRADED FD VI 3,223.0 $134K 0.00% NEW $41.67 +1.6%
397 CGUI CAPITAL GRP FIXED INCM ETF T 5,252.0 $133K 0.00% NEW $25.28 +0.2%
398 NEE CALL NEXTERA ENERGY INC Utilities 1,500.0 $132K 0.00% NEW $87.77 -4.2%
399 BHF BRIGHTHOUSE FINL INC Financial Services 2,077.0 $131K 0.00% NEW $63.30 -18.0%
400 MSEX MIDDLESEX WTR CO Utilities 2,330.0 $131K 0.00% NEW $56.16 +5.9%
Page 20 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%