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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 109 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 PLXS PLEXUS CORP Technology 761.0 $229K 0.00% NEW $300.67 -19.9%
2162 OVS LISTED FDS TR 5,363.0 $229K 0.00% NEW $42.65 -3.8%
2163 VOTE TCW ETF TRUST 2,589.0 $228K 0.00% NEW $88.17 +2.9%
2164 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 15,861.0 $228K 0.00% NEW $14.38 -1.4%
2165 SBRA SABRA HEALTH CARE REIT INC Real Estate 11,685.0 $228K 0.00% NEW $19.51 +5.6%
2166 IBMQ ISHARES TR 8,886.0 $227K 0.00% NEW $25.58 -0.3%
2167 RXO RXO INC Industrials 8,213.0 $227K 0.00% +8K +1201.6% $27.59 -20.6%
2168 TRILLER GROUP INC 83,537.0 $226K 0.00% NEW $2.71
2169 SEM SELECT MED HLDGS CORP Healthcare 13,693.0 $226K 0.00% +11K +462.1% $16.51 +0.0%
2170 RVTY REVVITY INC Healthcare 2,024.0 $225K 0.00% +2K +1295.9% $111.23 +15.8%
2171 FMC FMC CORP Basic Materials 19,562.0 $225K 0.00% +18K +1023.6% $11.50 -1.5%
2172 RIOT RIOT PLATFORMS INC Financial Services 8,212.0 $225K 0.00% +7K +1002.3% $27.38 -30.6%
2173 CPNG COUPANG INC Consumer Cyclical 12,920.0 $224K 0.00% +5K +67.5% $17.37 -4.9%
2174 SGVT SCHWAB GOVT MONEY MKT 2,226.0 $224K 0.00% $100.74 +0.0%
2175 ALC ALCON AG Healthcare 3,336.0 $224K 0.00% +2K +210.9% $67.08 +7.3%
2176 WEST ENCLAVE MERGER CORP 22,200.0 $224K 0.00% NEW $10.08
2177 ATR APTARGROUP INC Healthcare 1,786.0 $224K 0.00% +990.0 +124.4% $125.20 +6.2%
2178 FMTM EA SERIES TRUST 5,118.0 $223K 0.00% NEW $43.64 -10.0%
2179 KB KB FINL GROUP INC Financial Services 2,128.0 $223K 0.00% +869.0 +69.0% $104.94 +18.3%
2180 BOKF BOK FINL CORP Financial Services 1,607.0 $223K 0.00% NEW $138.88 -1.0%
Page 109 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%