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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 144 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 656.0 $84K 0.00% +342.0 +108.9% $127.82 -6.0%
2862 SMA SMARTSTOP SELF STORAG REIT I Real Estate 2,579.0 $84K 0.00% +2K +194.7% $32.50 +1.7%
2863 RECS COLUMBIA ETF TR I 1,935.0 $84K 0.00% +1K +110.3% $43.28 +4.8%
2864 TDS TELEPHONE & DATA SYS INC Communication Services 2,257.0 $84K 0.00% +1K +86.5% $37.01 -9.1%
2865 JBI JANUS INTERNATIONAL GROUP IN Industrials 15,047.0 $84K 0.00% +15K +10000.0% $5.55 -11.9%
2866 SBCF SEACOAST BKG CORP FLA Financial Services 2,497.0 $83K 0.00% +2K +4995.9% $33.25 +3.4%
2867 UNOV INNOVATOR ETFS TRUST 2,066.0 $83K 0.00% NEW $40.16 +2.4%
2868 GTLS CHART INDS INC Industrials 397.0 $83K 0.00% +209.0 +111.2% $208.94 +0.5%
2869 BRC BRADY CORP Industrials 905.0 $83K 0.00% +757.0 +511.5% $91.57 +1.8%
2870 POWI POWER INTEGRATIONS INC Technology 990.0 $83K 0.00% +378.0 +61.8% $83.70 -38.5%
2871 COHU COHU INC Technology 1,120.0 $83K 0.00% +1K +976.9% $73.91 -35.1%
2872 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1,133.0 $83K 0.00% +951.0 +522.5% $72.99 +4.5%
2873 SLP SIMULATIONS PLUS INC Healthcare 4,506.0 $83K 0.00% +4K +567.6% $18.31 +0.4%
2874 XTJA INNOVATOR ETFS TRUST 2,423.0 $82K 0.00% -72.0 -2.9% $34.04 +2.8%
2875 BANR BANNER CORP Financial Services 1,238.0 $82K 0.00% +1K +465.3% $66.44 +6.1%
2876 LILAK LIBERTY LATIN AMERICA LTD Communication Services 10,551.0 $82K 0.00% +10K +2331.1% $7.79 +8.9%
2877 NKE CALL NIKE INC Consumer Cyclical 2,000.0 $82K 0.00% NEW $41.05 -3.5%
2878 HSTM HEALTHSTREAM INC Healthcare 3,008.0 $82K 0.00% +2K +287.1% $27.24 +7.9%
2879 NWPX NWPX INFRASTRUCTURE INC Industrials 545.0 $82K 0.00% +327.0 +150.0% $149.94 -25.3%
2880 ARTNA ARTESIAN RES CORP Utilities 2,400.0 $82K 0.00% +1K +100.0% $33.99 +4.8%
Page 144 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%