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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 167 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 PDD PDD HOLDINGS INC Consumer Cyclical 613.0 $47K +240.0 +64.3% $76.28 +12.3%
3322 CNOB CONNECTONE BANCORP INC Financial Services 1,397.0 $47K +1K +512.7% $33.44 -5.1%
3323 DXYZ DESTINY TECH100 INC 1,811.0 $47K NEW $25.75 +34.9%
3324 ATKR ATKORE INC Industrials 613.0 $47K +599.0 +4278.6% $76.08 +23.0%
3325 BETA BETA TECHNOLOGIES INC Industrials 2,781.0 $47K +3K +1565.3% $16.75 +20.4%
3326 TROX TRONOX HOLDINGS PLC Basic Materials 7,383.0 $47K +5K +208.4% $6.30 -14.3%
3327 CNDT CONDUENT INC Technology 31,810.0 $46K +31K +3921.5% $1.46 +17.8%
3328 ATEX ANTERIX INC Communication Services 451.0 $46K NEW $102.94 -10.3%
3329 BCC BOISE CASCADE CO DEL Basic Materials 598.0 $46K NEW $77.63 +1.4%
3330 SCYB SCHWAB STRATEGIC TR 1,773.0 $46K +62.0 +3.6% $26.18 -0.4%
3331 VXX BARCLAYS BANK PLC Financial Services 2,100.0 $46K +2K +2000.0% $22.09 -16.9%
3332 IBCP INDEPENDENT BK CORP MICH Financial Services 1,285.0 $46K +1K +10000.0% $36.07 +2.2%
3333 OI O-I GLASS INC Consumer Cyclical 4,810.0 $46K +4K +782.6% $9.63 -23.3%
3334 AOK ISHARES TR 1,115.0 $46K -279.0 -20.0% $41.48 -0.4%
3335 VYGR VOYAGER THERAPEUTICS INC Healthcare 13,203.0 $46K +13K +10000.0% $3.50 +1.1%
3336 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 324.0 $46K +308.0 +1925.0% $142.41 -8.9%
3337 TLRY TILRAY BRANDS INC Healthcare 10,249.0 $46K +10K +9478.5% $4.49 +2.2%
3338 MATIV HOLDINGS INC 6,074.0 $46K +6K +1217.6% $7.57
3339 GT BIOPHARMA INC 93,627.0 $46K $0.49
3340 LEGN LEGEND BIOTECH CORP Healthcare 1,587.0 $46K +2K +10000.0% $28.88 -31.2%
Page 167 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%