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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 159 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 WERN WERNER ENTERPRISES INC Industrials 1,318.0 $57K +1K +446.9% $43.61 -11.9%
3162 UPST UPSTART HLDGS INC Financial Services 1,622.0 $57K +1K +871.3% $35.43 -17.9%
3163 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 2,102.0 $57K +2K +311.4% $27.32 +10.5%
3164 JBLU CALL JETBLUE AIRWAYS CORP Industrials 10,000.0 $57K NEW $5.73 -16.2%
3165 GCO GENESCO INC Consumer Cyclical 1,696.0 $57K NEW $33.77 -1.4%
3166 LOB LIVE OAK BANCSHARES INC Financial Services 1,402.0 $57K +1K +724.7% $40.84 -1.7%
3167 DNUT KRISPY KREME INC Consumer Defensive 16,220.0 $57K +16K +3611.7% $3.53 -1.7%
3168 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 4,600.0 $57K NEW $12.42 -0.9%
3169 WTV WISDOMTREE TR 562.0 $57K +470.0 +510.9% $101.61 +7.1%
3170 SAFEHOLD INC 3,636.0 $57K +3K +867.0% $15.70
3171 GRNT GRANITE RIDGE RESOURCES INC Energy 12,940.0 $57K +12K +1130.0% $4.41 +14.7%
3172 DRIP DIREXION SHARES ETF TRUST 10,666.0 $57K +4K +67.3% $5.35 +569.2%
3173 PRVA PRIVIA HEALTH GROUP INC Healthcare 2,212.0 $57K +2K +1967.3% $25.73 -19.2%
3174 ORIC ORIC PHARMACEUTICALS INC Healthcare 5,249.0 $57K +5K +2341.4% $10.83 +22.3%
3175 AAT AMERICAN ASSETS TR INC Real Estate 2,300.0 $57K +2K +900.0% $24.69 -9.2%
3176 WISDOMTREE TR 1,500.0 $57K NEW $37.81
3177 PAGAYA TECHNOLOGIES LTD 3,096.0 $57K +3K +626.8% $18.25
3178 SPTI SPDR PORTFOLIO INTMDT TERM T 1,984.0 $56K -49.0 -2.4% $28.39 -1.2%
3179 SLG SL GREEN RLTY CORP Real Estate 1,087.0 $56K NEW $51.77 +11.1%
3180 PRAXIS PRECISION MEDICINES I 168.0 $56K +130.0 +342.1% $334.79
Page 159 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%