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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 122 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 GENI GENIUS SPORTS LIMITED Communication Services 25,869.0 $157K 0.00% +25K +2699.7% $6.06 +22.4%
2422 CPA COPA HOLDINGS SA Industrials 1,006.0 $157K 0.00% +815.0 +426.7% $155.57 -18.7%
2423 SVV SAVERS VALUE VLG INC Consumer Cyclical 15,498.0 $156K 0.00% +15K +2500.3% $10.09 +2.4%
2424 ECG EVERUS CONSTR GROUP Industrials 942.0 $156K 0.00% -791.0 -45.6% $165.95 -30.6%
2425 CRSR CORSAIR GAMING INC Technology 16,157.0 $156K 0.00% +14K +662.1% $9.67 +25.6%
2426 PSMT PRICESMART INC Consumer Defensive 797.0 $156K 0.00% +445.0 +126.4% $195.47 -13.0%
2427 FNX FIRST TR EXCHANGE-TRADED ALP 1,064.0 $156K 0.00% -7.0 -0.7% $146.40 -1.9%
2428 BYND BEYOND MEAT INC Consumer Defensive 207,206.0 $155K 0.00% +204K +7462.3% $0.75 +1673.3%
2429 IOT SAMSARA INC Technology 4,792.0 $155K 0.00% +4K +336.0% $32.43 +26.0%
2430 VLU SPDR SERIES TRUST 650.0 $155K 0.00% NEW $238.23 +3.8%
2431 AMRIZE LTD 2,905.0 $155K 0.00% +2K +519.4% $53.30
2432 RB GLOBAL INC 1,327.0 $155K 0.00% +768.0 +137.4% $116.51
2433 NEWBURY STR II ACQUISITION C 14,470.0 $154K 0.00% NEW $10.65
2434 LAD LITHIA MTRS INC Consumer Cyclical 530.0 $154K 0.00% NEW $290.49 +26.4%
2435 ACDC PROFRAC HLDG CORP Energy 26,402.0 $153K 0.00% +26K +10000.0% $5.81 -12.2%
2436 OWL CALL BLUE OWL CAPITAL INC Financial Services 17,500.0 $153K 0.00% NEW $8.75 +39.9%
2437 CCOI COGENT COMM HOLDINGS INC Communication Services 11,007.0 $153K 0.00% +10K +1166.6% $13.88 -31.3%
2438 SVOL SIMPLIFY EXCHANGE TRADED FUN 9,524.0 $153K 0.00% -634.0 -6.2% $16.04 +2.8%
2439 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,027.0 $153K 0.00% -471.0 -31.4% $148.69 +14.6%
2440 TMFS RBB FD INC 4,214.0 $152K 0.00% NEW $36.14 -0.8%
Page 122 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%