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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 156 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 888.0 $62K +334.0 +60.3% $69.74 -15.2%
3102 EIS ISHARES INC 513.0 $62K +293.0 +133.2% $120.71 +2.1%
3103 CX CEMEX SA EURO MTN BE 144A Basic Materials 5,157.0 $62K +1K +24.8% $12.00 -9.4%
3104 WING WINGSTOP INC Consumer Cyclical 356.0 $62K NEW $173.17 -34.4%
3105 CLPT CLEARPOINT NEURO INC Healthcare 3,450.0 $62K NEW $17.84 -12.8%
3106 SITE CTRS CORP 15,501.0 $62K +15K +1483.3% $3.97
3107 INDIGO ACQUISITION CORP 6,000.0 $62K NEW $10.25
3108 PIPR PIPER SANDLER COMPANIES Financial Services 850.0 $61K NEW $72.34 +4.5%
3109 MOV MOVADO GROUP INC Consumer Cyclical 1,564.0 $61K +1K +321.6% $39.31 -12.3%
3110 ARDT ARDENT HEALTH INC Healthcare 6,243.0 $61K +6K +2162.0% $9.84 +11.4%
3111 EGHT 8X8 INC NEW Technology 35,671.0 $61K +35K +3015.4% $1.71 +16.4%
3112 ALDX ALDEYRA THERAPEUTICS INC Healthcare 28,634.0 $61K +28K +5915.6% $2.13 -30.3%
3113 IHRT IHEARTMEDIA INC Communication Services 14,176.0 $61K NEW $4.29 -35.9%
3114 MISL FIRST TR EXCHANGE-TRADED FD 1,328.0 $61K +42.0 +3.3% $45.78 -2.5%
3115 IOO ISHARES GLOBAL 100 ETF 444.0 $61K -8.0 -1.8% $136.66 +6.0%
3116 MNRO MONRO INC Consumer Cyclical 3,538.0 $61K +3K +2290.5% $17.11 -24.3%
3117 SINCLAIR INC 4,247.0 $61K +4K +10000.0% $14.25
3118 BRIGHTSTAR LOTTERY PLC 5,645.0 $61K -918.0 -14.0% $10.72
3119 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 1,279.0 $60K +1K +405.5% $47.27 +11.0%
3120 REPX RILEY EXPLORATION PERMIAN IN Energy 1,831.0 $60K +2K +540.2% $32.96 +16.1%
Page 156 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%