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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 43 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MGRC MCGRATH RENTCORP Industrials 167.0 $20K NEW $121.04 -5.0%
842 SVM SILVERCORP METALS INC Basic Materials 2,000.0 $20K NEW $10.10 +29.6%
843 KYMR KYMERA THERAPEUTICS INC Healthcare 176.0 $20K NEW $114.68 +9.2%
844 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 1,892.0 $20K NEW $10.63 -2.3%
845 BAILLIE GIFFORD ETF TR 756.0 $20K NEW $26.23
846 JANX JANUX THERAPEUTICS INC Healthcare 1,279.0 $20K NEW $15.36 +22.5%
847 AVIR ATEA PHARMACEUTICALS INC Healthcare 4,224.0 $20K NEW $4.65 +18.0%
848 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 1,900.0 $20K NEW $10.31 +0.8%
849 TDTF FLEXSHARES TR 824.0 $20K NEW $23.77 -1.6%
850 PCRX PACIRA BIOSCIENCES INC Healthcare 772.0 $20K NEW $25.37 +1.2%
851 EWW ISHARES INC 260.0 $20K NEW $75.27 +3.5%
852 PURSUIT ATTRACTIONS AND HOSP 344.0 $19K NEW $55.97
853 SILA SILA REALTY TRUST INC Real Estate 633.0 $19K NEW $30.36 -0.0%
854 PACK RANPAK HOLDINGS CORP Consumer Cyclical 2,624.0 $19K NEW $7.31 -30.2%
855 EVGO CALL EVGO INC Consumer Cyclical 10,000.0 $19K NEW $1.91 -22.7%
856 EMBOTELLADORA ANDINA S A 860.0 $19K NEW $22.00
857 CHAT TIDAL TRUST II 191.0 $19K NEW $98.68 -11.5%
858 IETC ISHARES U S ETF TR 174.0 $19K NEW $107.37 +0.2%
859 LIONSGATE STUDIOS CORP 1,215.0 $19K NEW $15.31
860 COCO VITA COCO CO INC Consumer Defensive 279.0 $18K NEW $66.14 -4.6%
Page 43 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%