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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 157 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 GAMESTOP CORP 2,733.0 $60K +3K +1986.3% $22.08
3122 ZD ZIFF DAVIS INC Communication Services 1,152.0 $60K +957.0 +490.8% $52.37 +6.6%
3123 ULCC FRONTIER GROUP HLDGS INC Industrials 7,623.0 $60K NEW $7.91 -26.2%
3124 CRITICAL METALS CORP 5,873.0 $60K +6K +6975.9% $10.25
3125 ANTERIS TECHNOLOGIES GLOBAL 6,097.0 $60K +6K +10000.0% $9.85
3126 USLM UNITED STS LIME &MINERALS I Basic Materials 573.0 $60K +446.0 +351.2% $104.67 +14.6%
3127 SNPE DBX ETF TR 870.0 $60K NEW $68.86 +3.2%
3128 GRC GORMAN RUPP CO Industrials 652.0 $60K +522.0 +401.5% $91.74 -16.9%
3129 BLKB BLACKBAUD INC Technology 2,018.0 $60K +2K +940.2% $29.62 +64.1%
3130 BTBT BIT DIGITAL INC Financial Services 33,203.0 $60K NEW $1.80 -20.6%
3131 PMT PENNYMAC MTG INVT TR Real Estate 5,296.0 $60K NEW $11.28 -17.2%
3132 BHK BLACKROCK CORE BD TR Financial Services 6,502.0 $60K NEW $9.17 -1.1%
3133 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 4,215.0 $60K +4K +1368.6% $14.14 +17.0%
3134 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 5,043.0 $60K +5K +1694.7% $11.81 -22.1%
3135 STLA STELLANTIS N.V Consumer Cyclical 10,373.0 $60K +8K +436.1% $5.74 -5.6%
3136 HOMETRUST BANCSHARES INC 1,193.0 $60K +1K +10000.0% $49.89
3137 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 2,326.0 $59K +2K +344.7% $25.53 +7.2%
3138 VSGX VANGUARD WORLD FD 721.0 $59K NEW $82.34 +1.3%
3139 BKCH GLOBAL X FDS 793.0 $59K NEW $74.85 -9.9%
3140 ELPC COMPANHIA PARANAENSE DE ENER Utilities 5,083.0 $59K +3K +165.6% $11.65 -3.5%
Page 157 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%