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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 155 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 LRN STRIDE INC Consumer Defensive 733.0 $63K -637.0 -46.5% $86.24 +0.7%
3082 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 845.0 $63K +335.0 +65.7% $74.81 -2.2%
3083 CLNE CLEAN ENERGY FUELS CORP Energy 30,832.0 $63K +31K +10000.0% $2.05 -20.5%
3084 EFSC ENTERPRISE FINL SVCS CORP Financial Services 959.0 $63K +917.0 +2183.3% $65.88 -3.5%
3085 IDYA IDEAYA BIOSCIENCES INC Healthcare 1,694.0 $63K NEW $37.27 +7.6%
3086 STANDARDAERO INC 2,110.0 $63K NEW $29.91
3087 SCHMID GROUP N.V. 10,076.0 $63K +10K +10000.0% $6.26
3088 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 4,926.0 $63K +4K +356.1% $12.76 +53.8%
3089 CSR CENTERSPACE Real Estate 1,118.0 $63K +1K +1674.6% $56.19 -6.6%
3090 AKBA AKEBIA THREAPEUTICS INC Healthcare 54,999.0 $63K +16K +40.7% $1.14 -22.9%
3091 CRM CALL SALESFORCE INC Technology 400.0 $63K NEW $156.66 +63.4%
3092 IMCV ISHARES TR 684.0 $63K NEW $91.38 +6.9%
3093 MQ MARQETA INC Technology 15,387.0 $62K +15K +2249.2% $4.06 +305.7%
3094 WWJD NORTHERN LTS FD TR IV 1,637.0 $62K +1K +874.4% $38.13 +7.8%
3095 ADVANTAGE SOLUTIONS INC 1,442.0 $62K +1K +10000.0% $43.24
3096 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 310.0 $62K NEW $201.08 +5.2%
3097 OUTFRONT MEDIA INC 1,900.0 $62K +1K +250.6% $32.75
3098 CPF CENTRAL PAC FINL CORP Financial Services 1,629.0 $62K +863.0 +112.7% $38.20 -1.0%
3099 BHE BENCHMARK ELECTRS INC Technology 630.0 $62K +352.0 +126.6% $98.67 -27.7%
3100 PCT PURECYCLE TECHNOLOGIES INC Industrials 7,660.0 $62K +7K +851.5% $8.11 -19.9%
Page 155 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%