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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 149 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,434.0 $74K +1K +3673.7% $51.65 -0.6%
2962 LCII LCI INDS Consumer Cyclical 699.0 $74K +480.0 +219.2% $105.88 -2.8%
2963 GBX GREENBRIER COS INC Industrials 1,507.0 $74K +1K +229.8% $49.01 -6.3%
2964 TGTX TG THERAPEUTICS INC Healthcare 1,344.0 $74K +1K +1462.8% $54.94 -1.8%
2965 PLTK PLAYTIKA HLDG CORP Technology 19,843.0 $74K +19K +2302.3% $3.72 -37.6%
2966 KRRO KORRO BIO INC Healthcare 5,595.0 $74K +6K +6405.8% $13.18 -2.0%
2967 THO THOR INDS INC Consumer Cyclical 978.0 $74K +663.0 +210.5% $75.16 +2.5%
2968 SKT TANGER INC Real Estate 1,859.0 $73K NEW $39.47 -4.4%
2969 MADISON SQUARE GARDEN ENTMT 907.0 $73K NEW $80.89
2970 CATY CATHAY GEN BANCORP Financial Services 1,182.0 $73K +894.0 +310.4% $62.01 -0.2%
2971 CROX CROCS INC Consumer Cyclical 606.0 $73K NEW $120.54 +1.4%
2972 MVIS MICROVISION INC DEL Technology 223,321.0 $73K +103K +85.7% $0.33 +462.7%
2973 PLUS EPLUS INC Technology 876.0 $73K NEW $83.23 +4.9%
2974 VGLT VANGUARD SCOTTSDALE FDS 1,316.0 $73K +1K +807.6% $55.18 -3.6%
2975 JULZ TRUESHARES STRUCTURED OUTCOME (JULY) ETF 1,600.0 $73K $45.35 +2.0%
2976 AMAL AMALGAMATED FINANCIAL CORP Financial Services 1,578.0 $72K +306.0 +24.1% $45.90 +6.1%
2977 RODM LATTICE STRATEGIES TR 1,790.0 $72K NEW $40.41 +3.8%
2978 GPOR GULFPORT ENERGY CORP Energy 426.0 $72K NEW $169.70 +3.9%
2979 ITGR INTEGER HLDGS CORP Healthcare 771.0 $72K +636.0 +471.1% $93.45 +34.1%
2980 CVCO CAVCO INDS INC DEL Consumer Cyclical 117.0 $72K +83.0 +244.1% $614.38 -7.5%
Page 149 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%