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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 180 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 TCOM TRIP COM GROUP LTD Consumer Cyclical 861.0 $34K +34.0 +4.1% $39.85 +13.8%
3582 DIGITALBRIDGE GROUP INC 2,174.0 $34K NEW $15.78
3583 ESE ESCO TECHNOLOGIES INC Technology 98.0 $34K +83.0 +553.3% $350.04 -20.9%
3584 FLTR VANECK ETF TRUST 1,337.0 $34K NEW $25.61 -0.0%
3585 SFST SOUTHERN FIRST BANCSHARES Financial Services 559.0 $34K +528.0 +1703.2% $61.10 +1.9%
3586 BSX CALL BOSTON SCIENTIFIC CORP Healthcare 800.0 $34K NEW $42.68 +9.7%
3587 HUSV FIRST TR EXCH TRADED FD III 869.0 $34K $39.28 +4.5%
3588 NKTX NKARTA INC Healthcare 12,060.0 $34K +12K +8160.3% $2.83 -2.5%
3589 DIGIMARC CORP 4,150.0 $34K NEW $8.22
3590 SOLV ENERGY INC 1,000.0 $34K NEW $34.05
3591 CHWY CHEWY INC Consumer Cyclical 1,726.0 $34K -5K -73.4% $19.65 +18.4%
3592 TZOO TRAVELZOO Communication Services 2,893.0 $34K NEW $11.68 -42.8%
3593 BALLYS CORPORATION 2,463.0 $34K NEW $13.71
3594 OBA OXLEY BRIDGE ACQ LTD Financial Services 3,300.0 $34K NEW $10.22 +1.0%
3595 PAR PAR TECHNOLOGY CORP Technology 1,927.0 $34K NEW $17.42 +9.9%
3596 WIT WIPRO LTD Technology 14,895.0 $34K -855.0 -5.4% $2.25 -19.1%
3597 ALG ALAMO GROUP INC Industrials 203.0 $33K +57.0 +39.0% $164.58 +0.4%
3598 HSIC SCHEIN HENRY INC Healthcare 400.0 $33K NEW $83.52 +7.2%
3599 SPRY ARS PHARMACEUTICALS INC Healthcare 4,169.0 $33K +4K +1111.9% $8.01 -26.5%
3600 PDP INVESCO EXCHANGE TRADED FD T 220.0 $33K NEW $151.73 -11.8%
Page 180 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%