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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 163 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,365.0 $52K NEW $37.76 +16.2%
3242 CTRN CITI TRENDS INC Consumer Cyclical 891.0 $52K +812.0 +1027.8% $57.84 +16.3%
3243 ONITY GROUP INC 1,294.0 $51K +1K +3135.0% $39.75
3244 AHCO ADAPTHEALTH CORP Healthcare 4,925.0 $51K +4K +943.4% $10.42 -44.4%
3245 IGE ISHARES TR 910.0 $51K +455.0 +100.0% $56.18 +16.2%
3246 CRPT FIRST TR EXCHNG TRADED FD VI 4,500.0 $51K NEW $11.36 +27.0%
3247 PRAA PRA GROUP INC Financial Services 2,691.0 $51K +2K +675.5% $18.99 +0.8%
3248 SOLID BIOSCIENCES INC 5,107.0 $51K NEW $9.99
3249 SMMU PIMCO ETF TR 1,008.0 $51K NEW $50.55 -0.5%
3250 PDT HANCOCK JOHN PREM DIVID FD Financial Services 3,932.0 $51K NEW $12.95 -2.3%
3251 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 636.0 $51K NEW $80.04 -8.4%
3252 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 1,240.0 $51K NEW $41.03 -15.0%
3253 GRAB GRAB HOLDINGS LIMITED Technology 13,491.0 $51K +6K +82.3% $3.77 -4.2%
3254 LITHIUM ARGENTINA AG 6,150.0 $51K -2K -23.1% $8.27
3255 CYTK CYTOKINETICS INC Healthcare 596.0 $51K +564.0 +1762.5% $85.19 -15.4%
3256 BZH BEAZER HOMES USA INC Consumer Cyclical 1,801.0 $51K +2K +632.1% $28.05 +18.4%
3257 JMOM J P MORGAN EXCHANGE TRADED F 590.0 $50K NEW $85.46 -3.4%
3258 INOD INNODATA INC Technology 665.0 $50K +601.0 +939.1% $75.58 -25.1%
3259 NHI NATIONAL HEALTH INVS INC Real Estate 659.0 $50K +605.0 +1120.4% $76.26 -5.5%
3260 TCBK TRICO BANCSHARES Financial Services 933.0 $50K +875.0 +1508.6% $53.83 -0.0%
Page 163 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%