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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 121 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 RYN RAYONIER INC Real Estate 7,569.0 $161K 0.00% +7K +1797.0% $21.28 -3.7%
2402 MAGS LISTED FDS TR 2,495.0 $160K 0.00% -248.0 -9.0% $64.29 +6.9%
2403 CC CHEMOURS CO Basic Materials 7,811.0 $160K 0.00% +7K +1857.6% $20.52 -24.2%
2404 MSA MSA SAFETY INC Industrials 917.0 $160K 0.00% +659.0 +255.4% $174.71 +6.9%
2405 LOGI LOGITECH INTL S A Technology 1,700.0 $160K 0.00% +2K +4259.0% $94.04 +4.9%
2406 DK DELEK US HLDGS INC NEW Energy 3,144.0 $160K 0.00% -859.0 -21.5% $50.81 +46.2%
2407 FTDR FRONTDOOR INC Consumer Cyclical 2,052.0 $159K 0.00% +2K +332.9% $77.59 +4.2%
2408 ALK ALASKA AIR GROUP INC Industrials 3,048.0 $159K 0.00% NEW $52.20 -20.8%
2409 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 3,079.0 $159K 0.00% +1K +63.9% $51.60 +1.0%
2410 QIAGEN NV 4,059.0 $159K 0.00% +4K +2862.8% $39.10
2411 TOI THE ONCOLOGY INSTITUTE INC Healthcare 29,213.0 $159K 0.00% +507.0 +1.8% $5.43 -5.5%
2412 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 14,206.0 $158K 0.00% +11K +402.0% $11.15 -9.5%
2413 VVX V2X INC Industrials 2,124.0 $158K 0.00% +2K +1219.2% $74.56 +3.5%
2414 AGYS AGILYSYS INC Technology 1,514.0 $158K 0.00% NEW $104.50 +11.4%
2415 GGG GRACO INC Industrials 2,092.0 $158K 0.00% +2K +2013.1% $75.61 +2.4%
2416 SYLD CAMBRIA ETF TR 2,000.0 $158K 0.00% +1K +100.0% $79.09 +8.8%
2417 EBC EASTERN BANKSHARES INC Financial Services 7,110.0 $158K 0.00% +6K +521.5% $22.24 -1.3%
2418 LVHD LEGG MASON ETF INVT 3,586.0 $158K 0.00% +1K +53.8% $44.01 -0.1%
2419 ENOV ENOVIS CORPORATION Industrials 7,610.0 $158K 0.00% -2K -19.0% $20.70 +18.8%
2420 NML NEUBERGER ENGY INFRSTR & INC Financial Services 15,500.0 $157K 0.00% NEW $10.14 +6.0%
Page 121 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%