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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 168 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 EVEX EVE HLDG INC Industrials 18,244.0 $46K +18K +5691.8% $2.51 -8.0%
3342 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 400.0 $46K NEW $114.18 +5.8%
3343 SILVERBOX CORP IV 4,221.0 $46K NEW $10.81
3344 LQTI FIRST TR EXCHANGE-TRADED FD 2,362.0 $46K +305.0 +14.8% $19.31 -2.7%
3345 FMNB FARMERS NATIONAL BANC CORP Financial Services 3,121.0 $46K +2K +296.1% $14.60 +7.4%
3346 DCO DUCOMMUN INC DEL Industrials 246.0 $46K NEW $185.22 -4.8%
3347 LPRO OPEN LENDING CORP Financial Services 14,619.0 $45K +14K +6340.1% $3.11 +1.0%
3348 EE EXCELERATE ENERGY INC Utilities 1,196.0 $45K -497.0 -29.4% $37.98 +1.5%
3349 FSS FEDERAL SIGNAL CORP Industrials 353.0 $45K NEW $128.49 -8.1%
3350 SABR SABRE CORP Consumer Cyclical 21,695.0 $45K +21K +1914.4% $2.09 +5.3%
3351 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 839.0 $45K +826.0 +6353.9% $53.95 -22.5%
3352 VYX NCR VOYIX CORPORATION Technology 5,539.0 $45K NEW $8.17 +7.5%
3353 DMLP DORCHESTER MINERALS L P Energy 1,791.0 $45K NEW $25.25 +13.5%
3354 RVLV REVOLVE GROUP INC Consumer Cyclical 1,974.0 $45K +435.0 +28.3% $22.89 +0.1%
3355 PRCH PORCH GROUP INC Technology 3,004.0 $45K NEW $15.04 +15.7%
3356 AMPERCAP ACQUISITION CO 4,500.0 $45K NEW $10.04
3357 ASTRANA HEALTH INC 972.0 $45K NEW $46.41
3358 GRND GRINDR INC Technology 3,137.0 $45K +3K +3464.8% $14.37 +8.5%
3359 VRRM VERRA MOBILITY CORP Technology 10,604.0 $45K NEW $4.25 +3.3%
3360 CAI CARIS LIFE SCIENCES INC Healthcare 2,524.0 $45K +2K +190.1% $17.82 +43.8%
Page 168 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%