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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 32 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 XRN CHIRON REAL ESTATE INC Financial Services 1,255.0 $47K NEW $37.52 +0.1%
622 SSPY EXCHANGE LISTED FDS TR 482.0 $47K NEW $97.17 +4.4%
623 DXYZ DESTINY TECH100 INC 1,811.0 $47K NEW $25.75 +31.6%
624 ATEX ANTERIX INC Communication Services 451.0 $46K NEW $102.94 -7.5%
625 BCC BOISE CASCADE CO DEL Basic Materials 598.0 $46K NEW $77.63 +2.8%
626 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 400.0 $46K NEW $114.18 +2.5%
627 SILVERBOX CORP IV 4,221.0 $46K NEW $10.81
628 DCO DUCOMMUN INC DEL Industrials 246.0 $46K NEW $185.22 -0.2%
629 FSS FEDERAL SIGNAL CORP Industrials 353.0 $45K NEW $128.49 -5.8%
630 VYX NCR VOYIX CORPORATION Technology 5,539.0 $45K NEW $8.17 +7.5%
631 DMLP DORCHESTER MINERALS L P Energy 1,791.0 $45K NEW $25.25 +14.2%
632 PRCH PORCH GROUP INC Technology 3,004.0 $45K NEW $15.04 +16.2%
633 AMPERCAP ACQUISITION CO 4,500.0 $45K NEW $10.04
634 ASTRANA HEALTH INC 972.0 $45K NEW $46.41
635 VRRM VERRA MOBILITY CORP Technology 10,604.0 $45K NEW $4.25 +4.7%
636 PTL NORTHERN LTS FD TR IV 157.0 $45K NEW $286.10 -0.8%
637 STARZ ENTERTAINMENT CORP. 1,554.0 $45K NEW $28.86
638 PTLO PORTILLOS INC Consumer Cyclical 9,447.0 $45K NEW $4.74 +0.1%
639 NAVI NAVIENT CORPORATION Financial Services 5,259.0 $45K NEW $8.51 +10.4%
640 GAB GABELLI EQUITY TR INC Financial Services 7,900.0 $45K NEW $5.66 +0.7%
Page 32 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%