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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 37 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,896.0 $32K NEW $17.10 +3.6%
722 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 901.0 $32K NEW $35.90 -1.9%
723 ADUS ADDUS HOMECARE CORP Healthcare 321.0 $32K NEW $100.47 +20.1%
724 ZUMZ ZUMIEZ INC Consumer Cyclical 1,811.0 $32K NEW $17.80 +3.7%
725 CIVB CIVISTA BANCSHARES INC Financial Services 1,135.0 $32K NEW $28.22 -3.0%
726 AIR AAR CORP Industrials 222.0 $32K NEW $142.93 -3.0%
727 THOMSON REUTERS CORP 388.0 $32K NEW $81.67
728 APRW AIM ETF PRODUCTS TRUST 850.0 $32K NEW $37.12 +1.5%
729 GEOS GEOSPACE TECHNOLOGIES CORP Energy 4,660.0 $32K NEW $6.77 -23.3%
730 GTEK GOLDMAN SACHS ETF TR 500.0 $31K NEW $62.88 -8.7%
731 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 1,167.0 $31K NEW $26.87 +6.6%
732 DCH DAUCH CORP Industrials 5,783.0 $31K NEW $5.42 +18.1%
733 PFFD GLOBAL X FDS 1,672.0 $31K NEW $18.69 -1.0%
734 DOLE DOLE PLC Consumer Defensive 2,256.0 $31K NEW $13.72 -0.7%
735 SMTI SANARA MEDTECH INC Healthcare 1,307.0 $31K NEW $23.59 +46.9%
736 REPOSITRAK INC 3,399.0 $31K NEW $9.00
737 CRMT AMERICAS CAR-MART INC Consumer Cyclical 10,884.0 $30K NEW $2.79 -20.8%
738 RGEN REPLIGEN CORP Healthcare 222.0 $30K NEW $136.44 +32.1%
739 EQL ALPS ETF TR 600.0 $30K NEW $50.45 +3.7%
740 MIRM MIRUM PHARMACEUTICALS INC Healthcare 258.0 $30K NEW $117.07 -15.9%
Page 37 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%