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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 158 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 MBI MBIA INC Financial Services 9,079.0 $59K NEW $6.52 -26.5%
3142 TEQI T ROWE PRICE EXCHANGE-TRADED 1,172.0 $59K $50.38 +4.3%
3143 COMMERCE.COM INC 19,933.0 $59K +20K +10000.0% $2.96
3144 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 555.0 $59K +306.0 +122.9% $106.25 +6.0%
3145 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,637.0 $59K NEW $5.54 +22.2%
3146 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 10,617.0 $59K +10K +6219.6% $5.54 -17.7%
3147 IWL ISHARES TR 317.0 $59K NEW $185.10 +3.0%
3148 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 12,660.0 $58K +11K +961.2% $4.62 -28.8%
3149 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,650.0 $58K NEW $21.98 +3.1%
3150 SIL GLOBAL X FDS 752.0 $58K +602.0 +401.3% $77.44 +28.0%
3151 ACLS AXCELIS TECHNOLOGIES INC Technology 307.0 $58K NEW $189.45 -39.0%
3152 SNOW ROTHSCHILD ACQUISITION 5,800.0 $58K NEW $10.01
3153 IYY ISHARES TR 318.0 $58K NEW $182.28 +2.8%
3154 FA FIRST ADVANTAGE CORP NEW Industrials 3,207.0 $58K +3K +4759.1% $18.05 +16.6%
3155 AI C3 AI INC Technology 6,346.0 $58K NEW $9.09 +15.8%
3156 FIGS FIGS INC Consumer Cyclical 5,636.0 $58K +5K +609.8% $10.23 +50.7%
3157 MGTX MEIRAGTX HLDGS PLC Healthcare 4,267.0 $58K +4K +9823.3% $13.51 +2.3%
3158 RRBI RED RIVER BANCSHARES INC Financial Services 631.0 $58K +629.0 +10000.0% $91.28 +10.4%
3159 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 1,588.0 $58K +1K +834.1% $36.24 +3.3%
3160 XMMO INVESCO EXCHANGE TRADED FD T 338.0 $58K +8.0 +2.4% $170.14 -10.0%
Page 158 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%