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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 187 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 ARI APOLLO COML REAL ESTATE FIN Real Estate 2,631.0 $28K +3K +8121.9% $10.68 -35.9%
3722 AIOT POWERFLEET INC Technology 7,331.0 $28K +7K +970.2% $3.83 -20.4%
3723 LFVN LIFEVANTAGE CORP Consumer Defensive 4,492.0 $28K +3K +331.9% $6.24 +1.9%
3724 GLNG GOLAR LNG LTD Energy 562.0 $28K +217.0 +62.9% $49.84 +0.9%
3725 CARZ FIRST TR EXCHANGE-TRADED FD 236.0 $28K NEW $118.53 -10.8%
3726 CERT CERTARA INC Healthcare 4,270.0 $28K +988.0 +30.1% $6.55 +27.5%
3727 GLP GLOBAL PARTNERS LP Energy 600.0 $28K NEW $46.59 +8.4%
3728 NATH NATHANS FAMOUS INC Consumer Cyclical 275.0 $28K NEW $101.60 -3.1%
3729 HENNESSY CAP INVT CORP VII 2,673.0 $28K NEW $10.45
3730 PJT PJT PARTNERS INC Financial Services 185.0 $28K +95.0 +105.6% $150.96 +21.1%
3731 QGRW WISDOMTREE TR 420.0 $28K +210.0 +100.0% $66.03 +2.5%
3732 FRST PRIMIS FINANCIAL CORP Financial Services 1,694.0 $28K +2K +2320.0% $16.37 -2.1%
3733 KRT KARAT PACKAGING INC Consumer Cyclical 828.0 $28K +775.0 +1462.3% $33.46 +46.8%
3734 MDA MDA SPACE LTD Technology 668.0 $28K NEW $41.28 -30.0%
3735 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 5,058.0 $28K NEW $5.45 -12.8%
3736 EBS EMERGENT BIOSOLUTIONS INC Healthcare 3,286.0 $28K +3K +2166.2% $8.38 -29.5%
3737 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 2,271.0 $28K NEW $12.12 -3.5%
3738 EPAC ENERPAC TOOL GROUP CORP Industrials 767.0 $28K +571.0 +291.3% $35.86 +4.9%
3739 SVIV SPRING VY ACQUISITION CORP I Financial Services 2,700.0 $27K NEW $10.18 +0.2%
3740 OCTZ TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF 600.0 $27K $45.70 +2.2%
Page 187 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%