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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 192 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 MAREX GROUP PLC 401.0 $24K NEW $60.95
3822 IEO ISHARES TR 222.0 $24K +3.0 +1.4% $109.95 +22.6%
3823 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 4,653.0 $24K +3K +188.5% $5.24 -19.3%
3824 NRDY NERDY INC Technology 26,476.0 $24K +26K +10000.0% $0.92 +1026.5%
3825 RNST RENASANT CORP Financial Services 570.0 $24K NEW $42.54 -3.4%
3826 ANGI ANGI INC Communication Services 4,063.0 $24K NEW $5.95 -15.3%
3827 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 1,658.0 $24K NEW $14.54 -4.1%
3828 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 694.0 $24K NEW $34.73 +15.0%
3829 TRIP TRIPADVISOR INC Consumer Cyclical 1,752.0 $24K -16K -90.2% $13.71 -28.0%
3830 GABC GERMAN AMERN BANCORP INC Financial Services 506.0 $24K +383.0 +311.4% $47.46 +5.2%
3831 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 4,957.0 $24K NEW $4.84 +16.5%
3832 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 1,369.0 $24K +1K +1473.6% $17.52 -3.8%
3833 FRO FRONTLINE PLC Energy 689.0 $24K +462.0 +203.5% $34.79 +27.0%
3834 HMY HARMONY GOLD MNG LTD Basic Materials 1,570.0 $24K NEW $15.21 +33.0%
3835 EDIT EDITAS MEDICINE INC Healthcare 7,365.0 $24K +7K +4207.0% $3.24 -2.5%
3836 SKY CHAMPION HOMES INC Consumer Cyclical 270.0 $24K +197.0 +269.9% $88.12 +2.4%
3837 TWO HARBORS INVENTMENT CORPO 1,915.0 $24K NEW $12.41
3838 INMB INMUNE BIO INC Healthcare 14,567.0 $24K +15K +10000.0% $1.63 +42.9%
3839 ONEW ONEWATER MARINE INC Consumer Cyclical 2,101.0 $24K +2K +2818.1% $11.27 +6.2%
3840 SWBI SMITH & WESSON BRANDS INC Industrials 1,574.0 $24K +1K +232.1% $15.04 -15.0%
Page 192 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%