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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 21 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GMAY FIRST TR EXCHNG TRADED FD VI 3,013.0 $130K 0.00% NEW $43.04 +1.6%
402 OAKTREE SPECIALTY LENDING 10,796.0 $129K 0.00% NEW $11.94
403 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 16,865.0 $129K 0.00% NEW $7.63 -15.9%
404 MP MP MATERIALS CORP Basic Materials 2,292.0 $128K 0.00% NEW $56.01 +2.5%
405 FMAR FIRST TR EXCHNG TRADED FD VI 2,456.0 $128K 0.00% NEW $52.26 +1.9%
406 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 13,538.0 $127K 0.00% NEW $9.39 +20.3%
407 RNP COHEN & STEERS REIT & PFD & Financial Services 6,153.0 $125K 0.00% NEW $20.30 -0.3%
408 VSTS VESTIS CORPORATION Industrials 8,592.0 $125K 0.00% NEW $14.52 -12.2%
409 ACN CALL ACCENTURE PLC IRELAND Technology 1,000.0 $124K 0.00% NEW $124.44 +49.9%
410 DFH DREAM FINDERS HOMES INC Consumer Cyclical 7,190.0 $124K 0.00% NEW $17.26 -14.5%
411 XNCR XENCOR INC Healthcare 7,628.0 $123K 0.00% NEW $16.10 +80.1%
412 NEO NEOGENOMICS INC Healthcare 8,402.0 $123K 0.00% NEW $14.59 +12.5%
413 SHOO MADDEN STEVEN LTD Consumer Cyclical 2,904.0 $122K 0.00% NEW $42.10 +9.1%
414 NWAX NEW AMER ACQUISITION I CORP Financial Services 12,000.0 $122K 0.00% NEW $10.15 +0.2%
415 NRK NUVEEN NY AMT FREE Financial Services 11,238.0 $120K 0.00% NEW $10.72 -5.2%
416 VTOL BRISTOW GROUP INC Energy 2,915.0 $120K 0.00% NEW $41.32 +11.2%
417 GXO GXO LOGISTICS INCORPORATED Industrials 2,334.0 $118K 0.00% NEW $50.70 -7.3%
418 XITK SPDR SERIES TRUST 600.0 $118K 0.00% NEW $195.85 +0.8%
419 PUTNAM ETF TRUST 14,808.0 $117K 0.00% NEW $7.93
420 BTZ BLACKROCK CR ALLOCATION Financial Services 11,450.0 $117K 0.00% NEW $10.22 -1.3%
Page 21 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%