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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 198 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 THTA TIDAL TRUST I 1,325.0 $21K NEW $15.59 +0.6%
3942 ZTO ZTO EXPRESS CAYMAN INC Industrials 922.0 $21K NEW $22.38 -3.8%
3943 DAC DANAOS CORPORATION Industrials 168.0 $21K NEW $122.29 +23.4%
3944 COMMUNITY WEST BANCSHARES NE 762.0 $20K +714.0 +1487.5% $26.86
3945 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 550.0 $20K +461.0 +518.0% $37.21 +6.6%
3946 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 1,154.0 $20K +1K +4516.0% $17.73 +1.4%
3947 XVV ISHARES TR 359.0 $20K $56.79 +4.0%
3948 INNOVATOR ETFS TRUST 689.0 $20K NEW $29.55
3949 NTGR NETGEAR INC Technology 872.0 $20K +851.0 +4052.4% $23.35 -9.0%
3950 WTBA WEST BANCORPORATION INC Financial Services 767.0 $20K +650.0 +555.6% $26.53 +7.8%
3951 OSG OCTAVE SPECIALTY GROUP INC Financial Services 3,259.0 $20K NEW $6.24 -25.9%
3952 AVD AMERICAN VANGUARD CORP Basic Materials 7,263.0 $20K +7K +2816.9% $2.80 -21.4%
3953 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 482.0 $20K +182.0 +60.7% $42.18 +3.8%
3954 HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 533.0 $20K $38.09 +0.1%
3955 LMNR LIMONEIRA CO Consumer Defensive 1,545.0 $20K +1K +270.5% $13.13 +5.2%
3956 TG TREDEGAR CORP Industrials 2,543.0 $20K +2K +548.7% $7.96 -2.4%
3957 MGRC MCGRATH RENTCORP Industrials 167.0 $20K NEW $121.04 -6.8%
3958 GEO GEO GROUP INC Industrials 684.0 $20K +409.0 +148.7% $29.55 +11.0%
3959 SVM SILVERCORP METALS INC Basic Materials 2,000.0 $20K NEW $10.10 +24.9%
3960 KYMR KYMERA THERAPEUTICS INC Healthcare 176.0 $20K NEW $114.68 +3.3%
Page 198 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%