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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 117 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 NWN NORTHWEST NAT HLDG CO Utilities 3,685.0 $181K 0.00% +4K +1902.7% $49.06 +0.4%
2322 RCKT ROCKET PHARMACEUTICALS INC Healthcare 52,755.0 $180K 0.00% +51K +3930.2% $3.42 +7.2%
2323 CNK CINEMARK HLDGS INC Communication Services 5,667.0 $180K 0.00% +4K +240.4% $31.73 +12.8%
2324 BBAI BIGBEAR AI HLDGS INC Technology 48,903.0 $179K 0.00% +24K +94.1% $3.67 -15.5%
2325 SCL STEPAN CO Basic Materials 3,220.0 $179K 0.00% +3K +1455.6% $55.72 +11.8%
2326 GTM ZOOMINFO TECHNOLOGIES INC Technology 61,187.0 $179K 0.00% +21K +52.1% $2.93 +42.2%
2327 PWV INVESCO EXCHANGE TRADED FD T 2,362.0 $179K 0.00% +2K +424.9% $75.77 +7.6%
2328 FBK FB FINL CORP Financial Services 3,227.0 $179K 0.00% NEW $55.35 +3.7%
2329 ITRI ITRON INC Technology 2,064.0 $179K 0.00% +2K +1240.3% $86.53 +11.6%
2330 SRRK SCHOLAR ROCK HLDG CORP Healthcare 3,243.0 $178K 0.00% +3K +3670.9% $55.00 +3.5%
2331 HQI HIREQUEST INC Industrials 14,197.0 $178K 0.00% +266.0 +1.9% $12.56 +30.8%
2332 REPL REPLIMUNE GROUP INC Healthcare 16,086.0 $178K 0.00% NEW $11.07 +37.5%
2333 SNDR SCHNEIDER NATIONAL INC Industrials 4,869.0 $178K 0.00% NEW $36.53 -6.0%
2334 FTV FORTIVE CORP Technology 2,911.0 $178K 0.00% +1K +67.4% $61.09 -2.6%
2335 NPK INTERNATIONAL INC 11,150.0 $177K 0.00% +800.0 +7.7% $15.91
2336 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,480.0 $177K 0.00% +2K +326.9% $71.49 -9.6%
2337 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 4,568.0 $177K 0.00% +4K +1197.7% $38.77 -3.2%
2338 XT ISHARES TR 2,141.0 $177K 0.00% +2K +701.9% $82.64 -0.1%
2339 APLD APPLIED DIGITAL CORP Technology 4,739.0 $177K 0.00% +4K +490.2% $37.30 -33.0%
2340 FTXL FIRST TR EXCHANGE TRADED FD 620.0 $177K 0.00% NEW $284.95 -22.5%
Page 117 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%