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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 175 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 OSIS OSI SYSTEMS INC Technology 176.0 $38K +100.0 +131.6% $218.70 -5.5%
3482 SCVL SHOE STA GROUP INC Consumer Cyclical 2,594.0 $38K +1K +68.9% $14.83 +5.3%
3483 BGY BLACKROCK ENHANCED INTL DIV Financial Services 6,698.0 $38K NEW $5.74 +3.5%
3484 PATK PATRICK INDS INC Consumer Cyclical 429.0 $38K +298.0 +227.5% $89.61 -6.9%
3485 KAI KADANT INC Industrials 122.0 $38K NEW $314.23 -3.8%
3486 TXNM ENERGY INC 675.0 $38K NEW $56.78
3487 CRCT CRICUT INC Technology 8,729.0 $38K +9K +10000.0% $4.39 +32.1%
3488 TFIN TRIUMPH FINANCIAL INC Financial Services 502.0 $38K NEW $76.31 -5.8%
3489 VNM VANECK ETF TRUST 2,074.0 $38K NEW $18.47 -1.6%
3490 EDV VANGUARD WORLD FD 588.0 $38K NEW $65.10 -6.8%
3491 QCLN FIRST TR EXCHANGE-TRADED FD 623.0 $38K +441.0 +242.3% $61.32 -20.3%
3492 PL PLANET LABS PBC Industrials 1,152.0 $38K +1K +2579.1% $33.13 -39.7%
3493 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 20,068.0 $38K +20K +5585.0% $1.90 +0.5%
3494 MGA MAGNA INTL INC Consumer Cyclical 580.0 $38K +550.0 +1833.3% $65.66 +0.3%
3495 TNGX TANGO THERAPEUTICS INC Healthcare 1,218.0 $38K NEW $31.26 -25.3%
3496 FLNG FLEX LNG LTD Energy 1,354.0 $38K +1K +2156.7% $28.06 +12.2%
3497 VREX VAREX IMAGING CORP Healthcare 3,629.0 $38K +3K +610.2% $10.43 +77.4%
3498 TGLS TECNOGLASS INC Basic Materials 806.0 $38K +643.0 +394.5% $46.81 -14.5%
3499 SDOG ALPS ETF TR 553.0 $38K $68.22 +7.8%
3500 ANGO ANGIODYNAMICS INC Healthcare 2,895.0 $38K +2K +289.6% $13.01 +21.8%
Page 175 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%