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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 38 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BARNES &NOBLE ED INC 2,403.0 $30K NEW $12.56
742 PERSHING SQUARE USA LTD 800.0 $30K NEW $37.38
743 LTM LATAM AIRLINES GROUP SA Industrials 511.0 $30K NEW $58.27 -9.9%
744 SKYWARD SPECIALTY INS GROUP 503.0 $29K NEW $58.35
745 SPRING VY ACQUISITION CORP I 16,518.0 $29K NEW $1.77
746 SCMB SCHWAB STRATEGIC TR 1,134.0 $29K NEW $25.82 -2.2%
747 JACS JACKSON ACQUISITION CO II Financial Services 2,750.0 $29K NEW $10.64 +0.8%
748 PUTNAM ETF TRUST 3,648.0 $29K NEW $7.97
749 LOVE LOVESAC CO Consumer Cyclical 1,715.0 $29K NEW $16.69 -2.5%
750 BYRN BYRNA TECHNOLOGIES INC Industrials 4,255.0 $29K NEW $6.71 -45.0%
751 GNL GLOBAL NET LEASE INC Real Estate 3,175.0 $28K NEW $8.94 +2.2%
752 TIMB TIM S A Communication Services 1,322.0 $28K NEW $21.42 -15.1%
753 XE X-ENERGY INC Industrials 1,534.0 $28K NEW $18.37 -0.6%
754 LTC LTC PPTYS INC Real Estate 732.0 $28K NEW $38.45 +5.4%
755 CARZ FIRST TR EXCHANGE-TRADED FD 236.0 $28K NEW $118.53 -11.2%
756 GLP GLOBAL PARTNERS LP Energy 600.0 $28K NEW $46.59 +7.5%
757 NATH NATHANS FAMOUS INC Consumer Cyclical 275.0 $28K NEW $101.60 -3.9%
758 HENNESSY CAP INVT CORP VII 2,673.0 $28K NEW $10.45
759 MDA MDA SPACE LTD Technology 668.0 $28K NEW $41.28 -28.3%
760 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 5,058.0 $28K NEW $5.45 -12.1%
Page 38 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%