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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 171 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 SN SHARKNINJA INC Consumer Cyclical 282.0 $43K -6.0 -2.1% $152.27 +25.6%
3402 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 3,227.0 $43K +3K +1104.1% $13.30 +10.3%
3403 GOLD GOLD COM INC Financial Services 1,030.0 $43K +1K +10000.0% $41.61 +9.5%
3404 DNLI DENALI THERAPEUTICS INC Healthcare 1,661.0 $43K +1K +451.8% $25.72 -6.7%
3405 QXO QXO INC Industrials 2,468.0 $43K +1K +103.3% $17.28 -21.8%
3406 TTEQ T ROWE PRICE EXCHANGE-TRADED 956.0 $43K $44.60 -7.0%
3407 BV BRIGHTVIEW HLDGS INC Industrials 3,005.0 $43K +2K +320.9% $14.17 -20.8%
3408 GPRE GREEN PLAINS INC Basic Materials 2,766.0 $43K +2K +196.2% $15.38 -4.7%
3409 HTLD HEARTLAND EXPRESS INC Industrials 2,784.0 $42K +2K +853.4% $15.22 -20.0%
3410 ENVX ENOVIX CORPORATION Industrials 6,964.0 $42K +2K +53.4% $6.07 -44.6%
3411 ERII ENERGY RECOVERY INC Industrials 4,683.0 $42K NEW $9.02 -13.9%
3412 BFLY BUTTERFLY NETWORK INC Healthcare 5,010.0 $42K NEW $8.42 +0.1%
3413 ORA ORMAT TECHNOLOGIES INC Utilities 387.0 $42K NEW $108.90 -5.4%
3414 ZACKS TRUST 1,324.0 $42K $31.78
3415 RNA ATRIUM THERAPEUTICS INC Healthcare 3,128.0 $42K NEW $13.45 +1.4%
3416 HY HYSTER-YALE INC Industrials 1,198.0 $42K +1K +969.6% $35.06 -3.1%
3417 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 1,346.0 $42K +988.0 +276.0% $31.20 +4.4%
3418 EVH EVOLENT HEALTH INC Healthcare 7,720.0 $42K +8K +10000.0% $5.42 -15.1%
3419 RDY DR REDDYS LABS LTD Healthcare 2,883.0 $42K -345.0 -10.7% $14.49 -15.9%
3420 CDNA CAREDX INC Healthcare 1,465.0 $42K +980.0 +202.1% $28.50 +74.7%
Page 171 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%