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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 114 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 IBOTTA INC 5,789.0 $198K 0.00% +6K +8289.9% $34.16
2262 EWY ISHARES INC 978.0 $197K 0.00% +485.0 +98.4% $201.90 -10.7%
2263 JOE ST JOE CO Real Estate 3,152.0 $197K 0.00% +3K +3217.9% $62.63 +7.5%
2264 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 20,120.0 $197K 0.00% NEW $9.81 +2.3%
2265 AGO ASSURED GUARANTY LTD Financial Services 2,453.0 $197K 0.00% +2K +470.5% $80.16 -5.8%
2266 FCPT FOUR CORNERS PPTY TR INC Real Estate 8,003.0 $196K 0.00% +8K +2226.4% $24.55 +2.8%
2267 LGLV SPDR SERIES TRUST 1,082.0 $196K 0.00% +453.0 +72.0% $181.52 +3.4%
2268 SDGR SCHRODINGER INC Healthcare 12,076.0 $196K 0.00% +11K +1376.3% $16.25 +21.2%
2269 KBH KB HOME Consumer Cyclical 3,135.0 $196K 0.00% +3K +2311.5% $62.59 -12.4%
2270 DFIS DIMENSIONAL ETF TRUST 5,593.0 $196K 0.00% +5K +434.7% $35.03 +7.4%
2271 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 3,675.0 $196K 0.00% +4K +6705.6% $53.30 +4.4%
2272 JPIN J P MORGAN EXCHANGE TRADED F 2,705.0 $196K 0.00% NEW $72.31 +6.6%
2273 HTFL HEARTFLOW INC Healthcare 6,625.0 $194K 0.00% +6K +2743.3% $29.34 +62.8%
2274 LBRT LIBERTY ENERGY INC Energy 7,418.0 $194K 0.00% +6K +458.2% $26.19 -27.4%
2275 TTI TETRA TECHNOLOGIES INC DEL Energy 17,123.0 $194K 0.00% NEW $11.33 -39.9%
2276 SFNC SIMMONS FIRST NATL CORP Financial Services 8,533.0 $193K 0.00% +8K +849.2% $22.65 +0.2%
2277 QS QUANTUMSCAPE CORP Consumer Cyclical 25,514.0 $193K 0.00% -31K -55.2% $7.56 -25.8%
2278 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 11,900.0 $192K 0.00% NEW $16.17 -1.8%
2279 SPSM SPDR SERIES TRUST 3,335.0 $192K 0.00% +3K +351.3% $57.66 -1.8%
2280 WDFC WD 40 CO Basic Materials 784.0 $191K 0.00% +713.0 +1004.2% $243.64 -10.9%
Page 114 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%