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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 185 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 TMDX TRANSMEDICS GROUP INC Healthcare 449.0 $30K +359.0 +398.9% $66.42 +33.1%
3682 SEPW ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF 892.0 $30K $33.39 +1.4%
3683 LTM LATAM AIRLINES GROUP SA Industrials 511.0 $30K NEW $58.27 -13.3%
3684 MTW MANITOWOC CO INC Industrials 2,141.0 $30K +2K +2130.2% $13.89 +41.0%
3685 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 688.0 $30K +681.0 +9728.6% $43.08 +1.3%
3686 AVO MISSION PRODUCE INC Consumer Defensive 2,512.0 $30K +2K +531.2% $11.79 +8.3%
3687 RCEL AVITA MEDICAL INC Healthcare 7,153.0 $30K +7K +10000.0% $4.13 +150.6%
3688 VCYT VERACYTE INC Healthcare 502.0 $29K +403.0 +407.1% $58.73 -26.2%
3689 THE BALDWIN INSURANCE GRP IN 1,105.0 $29K +937.0 +557.7% $26.58
3690 SKYWARD SPECIALTY INS GROUP 503.0 $29K NEW $58.35
3691 SPRING VY ACQUISITION CORP I 16,518.0 $29K NEW $1.77
3692 BCO BRINKS CO Industrials 310.0 $29K +287.0 +1247.8% $94.49 +17.4%
3693 SCMB SCHWAB STRATEGIC TR 1,134.0 $29K NEW $25.82 -2.5%
3694 JACS JACKSON ACQUISITION CO II Financial Services 2,750.0 $29K NEW $10.64 +0.9%
3695 PSO PEARSON PLC Communication Services 1,841.0 $29K +2K +2387.8% $15.89 +5.3%
3696 ASUR ASURE SOFTWARE INC Technology 3,664.0 $29K +2K +132.2% $7.94 +14.2%
3697 ORBS EIGHTCO HOLDINGS INC Technology 41,825.0 $29K +41K +10000.0% $0.70 +15.6%
3698 PUTNAM ETF TRUST 3,648.0 $29K NEW $7.97
3699 CLOI VANECK ETF TRUST 549.0 $29K -2K -80.3% $52.95 +0.1%
3700 NNI NELNET INC Financial Services 218.0 $29K +178.0 +445.0% $133.33 -4.5%
Page 185 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%