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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 172 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 CTS CTS CORP Technology 640.0 $42K +615.0 +2460.0% $65.19 -13.2%
3422 USPH U S PHYSICAL THERAPY Healthcare 606.0 $42K -232.0 -27.7% $68.59 +14.6%
3423 OMCL OMNICELL COM Healthcare 1,000.0 $42K +906.0 +963.8% $41.52 -20.3%
3424 HP HELMERICH & PAYNE INC Energy 1,267.0 $41K +1K +619.9% $32.75 +29.9%
3425 RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 510.0 $41K $81.13 -6.3%
3426 EZPW EZCORP INC Financial Services 1,196.0 $41K NEW $34.57 -4.5%
3427 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 2,740.0 $41K +2K +500.9% $15.08 -17.4%
3428 NAC NUVEEN CA DIVI ADV MUN Financial Services 3,400.0 $41K NEW $12.12 -3.6%
3429 NIO NIO INC Consumer Cyclical 8,127.0 $41K +6K +352.0% $5.06 -13.6%
3430 BVS BIOVENTUS INC Healthcare 4,355.0 $41K +4K +2024.4% $9.44 +46.6%
3431 GBANK FINL HLDGS INC 1,356.0 $41K NEW $30.31
3432 RCUS ARCUS BIOSCIENCES INC Healthcare 1,333.0 $41K NEW $30.83 -5.3%
3433 FQAL FIDELITY COVINGTON TRUST 505.0 $41K NEW $81.36 +4.3%
3434 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 1,097.0 $41K +785.0 +251.6% $37.42 +126.7%
3435 NIQ GLOBAL INTELLIGENCE PLC 4,380.0 $41K +3K +230.3% $9.35
3436 PSTL POSTAL REALTY TRUST INC Real Estate 1,659.0 $41K +1K +764.1% $24.64 -3.5%
3437 SMOT VANECK ETF TRUST 1,049.0 $41K -333.0 -24.1% $38.86 +5.0%
3438 UTG REAVES UTIL INCOME FD Financial Services 1,000.0 $41K NEW $40.72 -7.4%
3439 CTRE CARETRUST REIT INC Real Estate 1,009.0 $41K +917.0 +996.7% $40.36 -3.3%
3440 VTEX VTEX Technology 10,165.0 $41K +10K +5194.3% $4.00 -10.0%
Page 172 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%