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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 134 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 MMS MAXIMUS INC Industrials 2,045.0 $110K 0.00% +1K +232.5% $53.76 +7.5%
2662 FCF FIRST COMWLTH FINL CORP PA Financial Services 5,402.0 $110K 0.00% NEW $20.33 +1.8%
2663 BIRKENSTOCK HOLDING PLC 2,550.0 $110K 0.00% +2K +198.2% $43.03
2664 MAC MACERICH CO Real Estate 4,355.0 $110K 0.00% NEW $25.19 -6.2%
2665 LGND LIGAND PHARMACEUTICALS INC Healthcare 347.0 $110K 0.00% NEW $316.09 -10.1%
2666 SITM SITIME CORP Technology 147.0 $110K 0.00% +79.0 +116.2% $745.56 -24.2%
2667 QCRH QCR HLDGS INC Financial Services 1,125.0 $110K 0.00% +1K +904.5% $97.35 +2.2%
2668 LKFN LAKELAND FINL CORP Financial Services 1,774.0 $109K 0.00% +1K +212.9% $61.72 -4.3%
2669 JBND J P MORGAN EXCHANGE TRADED F 2,046.0 $109K 0.00% NEW $53.48 -1.5%
2670 KGC KINROSS GOLD CORP Basic Materials 4,611.0 $109K 0.00% +3K +282.3% $23.62 +29.8%
2671 MIND TECHNOLOGY INC 23,060.0 $109K 0.00% NEW $4.72
2672 TWST TWIST BIOSCIENCE CORP Healthcare 1,057.0 $109K 0.00% +968.0 +1087.6% $102.88 +35.1%
2673 BL BLACKLINE INC Technology 3,874.0 $109K 0.00% NEW $28.07 +18.3%
2674 PUT BLUE OWL CAPITAL CORPORATION 10,000.0 $109K 0.00% NEW $10.87
2675 LXFR LUXFER HLDGS PLC Industrials 6,007.0 $108K 0.00% +6K +10000.0% $18.04 -4.8%
2676 UPWK UPWORK INC Industrials 12,936.0 $108K 0.00% NEW $8.36 +8.0%
2677 RNGR RANGER ENERGY SVCS INC Energy 6,727.0 $108K 0.00% +6K +2105.6% $16.01 +4.3%
2678 SFBS SERVISFIRST BANCSHARES INC Financial Services 1,239.0 $108K 0.00% -15.0 -1.2% $86.78 -50.4%
2679 KROS KEROS THERAPEUTICS INC Healthcare 10,047.0 $108K 0.00% +10K +2482.8% $10.70 +3.6%
2680 PIONEER ACQUISITION I CORP 10,500.0 $107K 0.00% NEW $10.23
Page 134 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%