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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 130 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 AMSF AMERISAFE INC Financial Services 3,651.0 $124K 0.00% +4K +6088.1% $33.83 -23.0%
2582 CBZ CBIZ INC Industrials 3,849.0 $123K 0.00% +3K +809.9% $32.08 +69.9%
2583 GNTX GENTEX CORP Consumer Cyclical 4,874.0 $123K 0.00% +4K +497.3% $25.27 -11.5%
2584 OMFL INVESCO EXCH TRD SLF IDX FD 1,793.0 $123K 0.00% -368.0 -17.0% $68.53 +2.9%
2585 XNCR XENCOR INC Healthcare 7,628.0 $123K 0.00% NEW $16.10 +69.4%
2586 TRN TRINITY INDS INC Industrials 3,551.0 $123K 0.00% +3K +1287.1% $34.58 -16.7%
2587 ATRC ATRICURE INC Healthcare 4,388.0 $123K 0.00% +4K +8855.1% $27.98 +72.8%
2588 NEO NEOGENOMICS INC Healthcare 8,402.0 $123K 0.00% NEW $14.59 +22.8%
2589 RSPR INVESCO EXCHANGE TRADED FD T 3,348.0 $122K 0.00% -28K -89.3% $36.56 -1.7%
2590 SHOO MADDEN STEVEN LTD Consumer Cyclical 2,904.0 $122K 0.00% NEW $42.10 +2.6%
2591 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 4,687.0 $122K 0.00% +5K +6792.6% $26.08 +28.9%
2592 RGP RESOURCES CONNECTION INC Industrials 28,749.0 $122K 0.00% +29K +10000.0% $4.25 -1.4%
2593 NWAX NEW AMER ACQUISITION I CORP Financial Services 12,000.0 $122K 0.00% NEW $10.15 +0.3%
2594 ULS UL SOLUTIONS INC Industrials 1,193.0 $122K 0.00% +899.0 +305.8% $101.86 -26.8%
2595 TREE LENDINGTREE INC Financial Services 2,732.0 $121K 0.00% +3K +1674.0% $44.29 -36.7%
2596 VCRB VANGUARD MALVERN FDS 1,564.0 $121K 0.00% +808.0 +106.9% $77.23 -1.7%
2597 UPBOUND GROUP INC 5,690.0 $121K 0.00% +6K +10000.0% $21.22
2598 INBK FIRST INTERNET BANCORP Financial Services 4,334.0 $120K 0.00% +3K +289.4% $27.80 -1.7%
2599 NRK NUVEEN NY AMT FREE Financial Services 11,238.0 $120K 0.00% NEW $10.72 -4.1%
2600 VTOL BRISTOW GROUP INC Energy 2,915.0 $120K 0.00% NEW $41.32 +9.8%
Page 130 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%