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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 150 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 AG FIRST MAJESTIC SILVER CORP Basic Materials 4,237.0 $72K +3K +253.1% $16.96 +22.4%
2982 OBNK ORIGIN BANCORP INC Financial Services 1,404.0 $72K +1K +1023.2% $51.15 -97.9%
2983 REAL THE REALREAL INC Consumer Cyclical 6,089.0 $72K +6K +4771.2% $11.79 -7.3%
2984 SPIP SPDR SERIES TRUST 2,791.0 $72K NEW $25.68 -2.4%
2985 AZZ AZZ INC Industrials 461.0 $72K -204.0 -30.7% $155.12 -10.8%
2986 AVSC AMERICAN CENTY ETF TR 975.0 $71K $73.33 -0.3%
2987 MXI ISHARES TR 675.0 $71K +525.0 +350.0% $105.84 +9.9%
2988 PUI INVESCO EXCHANGE TRADED FD T 1,500.0 $71K NEW $47.56 -7.1%
2989 BIO BIO RAD LABS INC Healthcare 242.0 $71K -348.0 -59.0% $293.61 +32.0%
2990 ANGLOGOLD ASHANTI PLC 877.0 $71K -159.0 -15.3% $80.89
2991 IEI ISHARES TR 604.0 $71K +332.0 +122.1% $117.45 -1.1%
2992 BGS B & G FOODS INC Consumer Defensive 17,780.0 $71K +18K +6272.8% $3.98 -11.6%
2993 SMBK SMARTFINANCIAL INC Financial Services 1,507.0 $71K +1K +714.6% $46.92 +8.3%
2994 ALKS ALKERMES PLC Healthcare 1,346.0 $71K +1K +477.7% $52.40 -9.5%
2995 CASS CASS INFORMATION SYS INC Industrials 1,373.0 $70K NEW $51.32 +10.4%
2996 XPERI INC 8,549.0 $70K +8K +9092.5% $8.23
2997 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 2,036.0 $70K +2K +1478.3% $34.53 +25.9%
2998 XTAP INNOVATOR ETFS TRUST 1,548.0 $70K -313.0 -16.8% $45.33 +2.5%
2999 ADMA ADMA BIOLOGICS INC Healthcare 8,377.0 $70K +7K +764.5% $8.37 +11.6%
3000 NMI NUVEEN MUN INCOME FD INC Financial Services 6,360.0 $70K NEW $11.02 -5.6%
Page 150 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%