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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 164 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 FLKR FRANKLIN TEMPLETON ETF TR 760.0 $50K NEW $66.08 -10.0%
3262 KNF KNIFE RIVER CORP Basic Materials 598.0 $50K +441.0 +280.9% $83.65 -23.2%
3263 SLAB SILICON LABORATORIES INC Technology 229.0 $50K NEW $218.17 +0.2%
3264 COGT COGENT BIOSCIENCES INC Healthcare 1,287.0 $50K NEW $38.70 -10.4%
3265 LILA LIBERTY LATIN AMERICA LTD 6,347.0 $50K +6K +6724.7% $7.84
3266 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,766.0 $50K -829.0 -31.9% $28.11 +12.7%
3267 PRK PARK NATL CORP Financial Services 271.0 $50K +241.0 +803.3% $182.99 +8.3%
3268 PCEF INVESCO EXCH TRADED FD TR II 2,440.0 $50K NEW $20.31 +0.5%
3269 FWRD FORWARD AIR CORP Industrials 3,664.0 $50K +4K +3926.4% $13.51 +25.8%
3270 INFY INFOSYS LTD Technology 4,715.0 $49K +3K +123.1% $10.49 +14.9%
3271 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 1,594.0 $49K NEW $31.02 -11.4%
3272 MBIN MERCHANTS BANCORP IND Financial Services 988.0 $49K +632.0 +177.5% $50.00 +6.8%
3273 RWK INVESCO EXCH TRADED FD TR II 337.0 $49K $146.40 +1.4%
3274 WIW WESTERN AST INFL LKD OPP &I Financial Services 5,858.0 $49K NEW $8.40 -1.0%
3275 DEMZ ADVISORS INNER CIRCLE FD III 1,030.0 $49K NEW $47.74 +0.8%
3276 YPF YPF SOCIEDAD ANONIMA Energy 1,081.0 $49K NEW $45.47 +10.4%
3277 MUX MCEWEN INC. Basic Materials 2,709.0 $49K NEW $18.13 +12.6%
3278 SEB SEABOARD CORP DEL Industrials 11.0 $49K NEW $4464.36 -12.3%
3279 FISV CALL FISERV INC Technology 1,000.0 $49K NEW $49.05 +8.4%
3280 ENERGY TRANSITION SPL OPPORT 4,900.0 $49K NEW $9.99
Page 164 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%