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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 131 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 MMI MARCUS & MILLICHAP INC Real Estate 3,853.0 $120K 0.00% +4K +10000.0% $31.17 +1.6%
2602 FATE FATE THERAPEUTICS INC Healthcare 44,322.0 $120K 0.00% +44K +5693.7% $2.70 -11.5%
2603 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 1,104.0 $120K 0.00% +682.0 +161.6% $108.35 -3.6%
2604 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,453.0 $118K 0.00% +361.0 +33.1% $81.51 +1.1%
2605 VTHR VANGUARD SCOTTSDALE FDS 357.0 $118K 0.00% +284.0 +389.0% $331.54 +2.1%
2606 EZA ISHARES INC 1,873.0 $118K 0.00% $63.19 +11.6%
2607 GXO GXO LOGISTICS INCORPORATED Industrials 2,334.0 $118K 0.00% NEW $50.70 -5.9%
2608 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 1,873.0 $118K 0.00% +2K +9757.9% $63.17 +10.6%
2609 HRI HERC HLDGS INC Industrials 824.0 $118K 0.00% +688.0 +505.9% $143.34 +6.3%
2610 XITK SPDR SERIES TRUST 600.0 $118K 0.00% NEW $195.85 +2.2%
2611 EWZ ISHARES INC 3,404.0 $117K 0.00% -38K -91.7% $34.50 +4.4%
2612 PUTNAM ETF TRUST 14,808.0 $117K 0.00% NEW $7.93
2613 WASH WASHINGTON TR BANCORP INC Financial Services 3,211.0 $117K 0.00% +3K +1120.9% $36.48 +7.3%
2614 SMR NUSCALE PWR CORP Utilities 11,671.0 $117K 0.00% +7K +177.8% $10.03 -7.6%
2615 BTZ BLACKROCK CR ALLOCATION Financial Services 11,450.0 $117K 0.00% NEW $10.22 -1.6%
2616 ALGT ALLEGIANT TRAVEL CO Industrials 995.0 $117K 0.00% +657.0 +194.4% $117.60 -35.3%
2617 BLD TOPBUILD COR Industrials 330.0 $117K 0.00% NEW $354.54 -0.0%
2618 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 673.0 $117K 0.00% +383.0 +132.1% $173.12 -7.5%
2619 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 9,084.0 $116K 0.00% NEW $12.80 -0.5%
2620 KOS KOSMOS ENERGY LTD Energy 55,037.0 $116K 0.00% +55K +10000.0% $2.11 +35.5%
Page 131 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%