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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 41 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RNST RENASANT CORP Financial Services 570.0 $24K NEW $42.54 -3.5%
802 ANGI ANGI INC Communication Services 4,063.0 $24K NEW $5.95 -18.5%
803 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 1,658.0 $24K NEW $14.54 -3.8%
804 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 694.0 $24K NEW $34.73 +12.7%
805 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 4,957.0 $24K NEW $4.84 +16.9%
806 HMY HARMONY GOLD MNG LTD Basic Materials 1,570.0 $24K NEW $15.21 +47.5%
807 TWO HARBORS INVENTMENT CORPO 1,915.0 $24K NEW $12.41
808 CAPITAL CLEAN ENERGY CARRIER 1,102.0 $24K NEW $21.35
809 NUDV NUSHARES ETF TR 723.0 $24K NEW $32.53 +5.8%
810 BUYZ FRANKLIN TEMPLETON ETF TR 687.0 $23K NEW $34.05 +8.4%
811 FNKO FUNKO INC Consumer Cyclical 3,964.0 $23K NEW $5.88 +8.5%
812 BRW SABA CAPITAL INCOME & OPRNT Financial Services 3,500.0 $23K NEW $6.57 -1.5%
813 MITT TPG MTG INVTS TR INC Real Estate 2,891.0 $23K NEW $7.92 -16.2%
814 ABEONA THERAPEUTICS INC 3,695.0 $23K NEW $6.18
815 DHC DIVERSIFIED HEALTHCARE TR Real Estate 2,448.0 $23K NEW $9.30 -13.6%
816 SUPERCOM LTD NEW ORD 1,984.0 $23K NEW $11.44
817 IVOO VANGUARD ADMIRAL FDS INC 174.0 $23K NEW $130.40 -0.6%
818 WISE GROUP PLC 1,900.0 $23K NEW $11.91
819 FOREFRONT TECHNOLOGY HOLDING 2,200.0 $22K NEW $10.20
820 BBDC BARINGS BDC INC Financial Services 2,627.0 $22K NEW $8.52 +9.7%
Page 41 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%