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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 103 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 HMC HONDA MOTOR CO LTD Consumer Cyclical 9,937.0 $269K 0.00% +6K +163.3% $27.11 +17.5%
2042 EEMA ISHARES INC 2,294.0 $268K 0.00% NEW $116.96 -0.1%
2043 VISN VISTANCE NETWORKS INC Technology 20,968.0 $268K 0.00% +21K +10000.0% $12.78 -52.6%
2044 SOC SABLE OFFSHORE CORP Energy 86,913.0 $268K 0.00% +87K +10000.0% $3.08 +45.8%
2045 QNST QUINSTREET INC Communication Services 18,202.0 $267K 0.00% +16K +876.5% $14.65 +30.9%
2046 VYMI VANGUARD WHITEHALL FDS 2,715.0 $267K 0.00% +1K +81.5% $98.20 +7.0%
2047 RS RELIANCE INC Basic Materials 713.0 $266K 0.00% +572.0 +405.7% $373.71 +3.7%
2048 WEAV WEAVE COMMUNICATIONS INC Technology 44,383.0 $266K 0.00% NEW $5.99 +21.7%
2049 TIGO MILLICOM INTL CELLULAR S A Communication Services 2,928.0 $266K 0.00% +2K +211.8% $90.76 +2.9%
2050 QQEW FIRST TR EXCHANGE-TRADED FD 1,664.0 $266K 0.00% +640.0 +62.5% $159.60 +3.7%
2051 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 14,779.0 $265K 0.00% +13K +770.9% $17.96 -6.0%
2052 NAPR INNOVATOR ETFS TRUST 4,482.0 $265K 0.00% NEW $59.20 +1.7%
2053 AFRM AFFIRM HLDGS INC Technology 3,246.0 $265K 0.00% +3K +608.7% $81.55 -4.6%
2054 CWST CASELLA WASTE SYS INC Industrials 2,718.0 $264K 0.00% +2K +289.4% $96.97 -3.4%
2055 CNNE CANNAE HLDGS INC Consumer Cyclical 18,271.0 $263K 0.00% +18K +10000.0% $14.40 +8.6%
2056 CHIPMOS TECHNOLOGIES INC 4,082.0 $262K 0.00% +2K +89.8% $64.25
2057 BYD BOYD GAMING CORP Consumer Cyclical 2,967.0 $262K 0.00% -516.0 -14.8% $88.33 -10.0%
2058 PGNY PROGYNY INC Healthcare 9,086.0 $262K 0.00% +3K +56.7% $28.83 -9.8%
2059 BTCI NEOS ETF TRUST 9,730.0 $261K 0.00% NEW $26.86 +20.1%
2060 AVA AVISTA CORP Utilities 6,380.0 $261K 0.00% +5K +549.7% $40.91 -7.9%
Page 103 of 261  ·  5,206 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%