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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 22 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BLD TOPBUILD COR Industrials 330.0 $117K 0.00% NEW $354.54 -0.0%
422 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 9,084.0 $116K 0.00% NEW $12.80 -1.4%
423 ORKA ORUKA THERAPEUTICS INC Healthcare 1,211.0 $115K 0.00% NEW $95.17 +8.3%
424 ETG EATON VANCE TX ADV GLBL DIV Financial Services 4,884.0 $115K 0.00% NEW $23.54 +2.7%
425 NPFD NUVEEN VRIABL RAT PFD &INM Financial Services 6,101.0 $115K 0.00% NEW $18.82 -0.4%
426 FERROVIAL NV 1,671.0 $115K 0.00% NEW $68.61
427 PRN INVESCO EXCHANGE TRADED FD T 436.0 $114K 0.00% NEW $260.71 -22.2%
428 RRC RANGE RES CORP Energy 3,040.0 $113K 0.00% NEW $37.19 +10.3%
429 MSTR CALL STRATEGY INC Technology 1,300.0 $113K 0.00% NEW $86.93 +45.7%
430 EIG EMPLOYERS HLDGS INC Financial Services 2,224.0 $112K 0.00% NEW $50.48 -3.5%
431 EDIV SPDR INDEX SHS FDS 2,712.0 $111K 0.00% NEW $40.96 +3.2%
432 SIXZ AIM ETF PRODUCTS TRUST 3,521.0 $111K 0.00% NEW $31.52 +2.0%
433 NVTS NAVITAS SEMICONDUCTOR CORP Technology 6,166.0 $110K 0.00% NEW $17.92 -28.3%
434 AES CALL AES CORP Utilities 7,500.0 $110K 0.00% NEW $14.66 +0.6%
435 FCF FIRST COMWLTH FINL CORP PA Financial Services 5,402.0 $110K 0.00% NEW $20.33 +2.2%
436 MAC MACERICH CO Real Estate 4,355.0 $110K 0.00% NEW $25.19 -3.8%
437 LGND LIGAND PHARMACEUTICALS INC Healthcare 347.0 $110K 0.00% NEW $316.09 -10.5%
438 JBND J P MORGAN EXCHANGE TRADED F 2,046.0 $109K 0.00% NEW $53.48 -1.1%
439 MIND TECHNOLOGY INC 23,060.0 $109K 0.00% NEW $4.72
440 BL BLACKLINE INC Technology 3,874.0 $109K 0.00% NEW $28.07 +11.5%
Page 22 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%