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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 197 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 RALLIANT CORP 289.0 $21K NEW $73.64
3922 FRHC FREEDOM HOLDING CORP Financial Services 163.0 $21K +89.0 +120.3% $130.47 +34.0%
3923 TDTT FLEXSHARES TR 886.0 $21K NEW $23.91 -1.7%
3924 FB BANCORP INC 1,404.0 $21K +1K +9928.6% $15.06
3925 NFBK NORTHFIELD BANCORP INC DEL Financial Services 1,433.0 $21K +1K +531.3% $14.73 +3.9%
3926 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 2,100.0 $21K NEW $10.04 +0.7%
3927 SYBT STOCK YDS BANCORP INC Financial Services 275.0 $21K +248.0 +918.5% $76.48 +4.6%
3928 AEYE AUDIOEYE INC Technology 3,616.0 $21K +4K +10000.0% $5.81 +23.7%
3929 PTNQ PACER FDS TR 237.0 $21K -268.0 -53.1% $88.49 -2.4%
3930 KNOP KNOT OFFSHORE PARTNERS LP Industrials 2,100.0 $21K NEW $9.98 +8.4%
3931 FG F&G ANNUITIES & LIFE INC Financial Services 787.0 $21K +579.0 +278.4% $26.59 -9.6%
3932 TVRD TVARDI THERAPEUTICS INC Healthcare 11,003.0 $21K +3K +32.0% $1.90 -5.3%
3933 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 1,852.0 $21K NEW $11.28 +1.9%
3934 CTRI CENTURI HOLDINGS INC Utilities 689.0 $21K +628.0 +1029.5% $30.24 -32.6%
3935 VNQI VANGUARD INTL EQUITY INDEX F 464.0 $21K +452.0 +3766.7% $44.85 +0.8%
3936 FTRI FIRST TR EXCHANGE-TRADED FD 1,308.0 $21K +434.0 +49.7% $15.87 +15.6%
3937 ENIC ENEL CHILE SA Utilities 4,607.0 $21K +1K +37.6% $4.50 -3.2%
3938 VMD VIEMED HEALTHCARE INC Healthcare 1,814.0 $21K +2K +5946.7% $11.40 -22.6%
3939 AXIOM INTELLIGENCE AC CORP 1 2,000.0 $21K NEW $10.34
3940 BLSH BULLISH Technology 882.0 $21K +691.0 +361.8% $23.43 +38.0%
Page 197 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%