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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 161 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3201 OCCIDENTAL PETE CORP 2,048.0 $55K +2K +1212.8% $26.63
3202 CMP COMPASS MINERALS INTL INC Basic Materials 1,751.0 $54K NEW $31.12 -20.9%
3203 NTES NETEASE COM INC Technology 424.0 $54K +259.0 +157.0% $128.21 -4.3%
3204 NTST NETSTREIT CORP Real Estate 2,563.0 $54K +2K +1000.0% $21.13 -3.1%
3205 INGRAM MICRO HLDG CORP 1,974.0 $54K +2K +528.7% $27.43
3206 MCRI MONARCH CASINO &RESORT INC Consumer Cyclical 411.0 $54K +287.0 +231.4% $131.61 -6.9%
3207 MTBA SIMPLIFY EXCHANGE TRADED FUN 1,102.0 $54K -3K -70.3% $49.07 -1.4%
3208 WULF TERAWULF INC Financial Services 2,189.0 $54K +2K +10000.0% $24.70 -37.9%
3209 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 2,896.0 $54K -1K -28.8% $18.64 +3.3%
3210 HLMN HILLMAN SOLUTIONS CORP Industrials 6,387.0 $54K +5K +454.9% $8.44 -7.9%
3211 BUFT FIRST TR EXCHNG TRADED FD VI 2,075.0 $54K $25.89 +1.7%
3212 DORM DORMAN PRODS INC Consumer Cyclical 391.0 $53K NEW $136.45 -5.2%
3213 ACADIAN ASSET MANAGEMENT INC 744.0 $53K +426.0 +134.0% $71.52
3214 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 1,884.0 $53K +1K +339.2% $28.24 +4.8%
3215 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 11,215.0 $53K +11K +2256.1% $4.74 +8.4%
3216 FISI FINANCIAL INSTITUTIONS INC Financial Services 1,364.0 $53K +1K +8993.3% $38.97 +5.1%
3217 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,688.0 $53K +2K +1105.7% $31.43 +0.2%
3218 FTAI AVIATION LTD 196.0 $53K +181.0 +1206.7% $270.53
3219 PRTA PROTHENA CORP PLC Healthcare 5,412.0 $53K +5K +5782.6% $9.79 -4.7%
3220 SEAT VIVID SEATS INC Communication Services 8,121.0 $53K +8K +2652.9% $6.52 -7.7%
Page 161 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%