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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 170 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 FTDS FIRST TR EXCHANGE-TRADED FD 720.0 $44K +70.0 +10.8% $61.36 +8.3%
3382 BWB BRIDGEWATER BANCSHARES INC Financial Services 2,099.0 $44K NEW $21.04 +1.3%
3383 FSBC FIVE STAR BANCORP Financial Services 907.0 $44K +877.0 +2923.3% $48.69 -6.3%
3384 FDBC FIDELITY D & D BANCORP INC Financial Services 854.0 $44K +536.0 +168.6% $51.42 +4.4%
3385 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 2,591.0 $44K +3K +3601.4% $16.95 +21.3%
3386 ANNX ANNEXON INC Healthcare 7,684.0 $44K +7K +1206.8% $5.71 -13.0%
3387 TCX TUCOWS INC Technology 3,257.0 $44K +3K +10000.0% $13.47 -24.9%
3388 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 705.0 $44K +564.0 +400.0% $62.22 -31.1%
3389 ALIS CALISA ACQUISITION CORP Financial Services 4,300.0 $44K NEW $10.15 +0.8%
3390 FIRST TR EXCHANGE-TRADED FD 801.0 $44K $54.40
3391 NABL N-ABLE INC Technology 11,859.0 $44K +11K +1554.0% $3.67 +14.2%
3392 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 2,495.0 $43K +1K +80.5% $17.41 +15.9%
3393 CTEV CLARITEV CORPORATION Healthcare 1,273.0 $43K NEW $34.11 +15.5%
3394 FLSW FRANKLIN TEMPLETON ETF TR 1,000.0 $43K NEW $43.33 +1.1%
3395 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 913.0 $43K +761.0 +500.7% $47.33 -48.0%
3396 HLX HELIX ENERGY SOLUTIONS GRP I Energy 4,943.0 $43K +921.0 +22.9% $8.74 +16.0%
3397 CDL VICTORY PORTFOLIOS II 556.0 $43K NEW $77.57 +3.4%
3398 OFIX ORTHOFIX MED INC Healthcare 4,717.0 $43K +4K +1059.0% $9.14 +6.1%
3399 TFSL TFS FINL CORP Financial Services 2,431.0 $43K NEW $17.72 -1.1%
3400 REGS COLUMBIA ETF TR I 3,818.0 $43K +4K +2213.9% $11.28 +2.9%
Page 170 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%