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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 201 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 STHO STAR HLDGS Real Estate 2,074.0 $19K +1K +96.4% $9.13 +8.1%
4002 EMBOTELLADORA ANDINA S A 860.0 $19K NEW $22.00
4003 JBS N.V. 1,590.0 $19K +972.0 +157.3% $11.86
4004 CHAT TIDAL TRUST II 191.0 $19K NEW $98.68 -9.3%
4005 CSTL CASTLE BIOSCIENCES INC Healthcare 786.0 $19K +782.0 +10000.0% $23.85 +43.6%
4006 IETC ISHARES U S ETF TR 174.0 $19K NEW $107.37 +3.0%
4007 HIO WESTERN ASSET HIGH INCOME OP Financial Services 5,120.0 $19K +3K +104.8% $3.64 -4.7%
4008 LIONSGATE STUDIOS CORP 1,215.0 $19K NEW $15.31
4009 PRDO PERDOCEO ED CORP Consumer Defensive 580.0 $19K -1K -70.2% $31.97 +5.7%
4010 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 1,401.0 $19K +901.0 +180.2% $13.22 -4.1%
4011 ACNB ACNB CORP Financial Services 311.0 $18K +280.0 +903.2% $59.38 +8.7%
4012 COCO VITA COCO CO INC Consumer Defensive 279.0 $18K NEW $66.14 -6.8%
4013 RM REGIONAL MGMT CORP Financial Services 447.0 $18K +376.0 +529.6% $41.20 -20.7%
4014 CALM CAL MAINE FOODS INC Consumer Defensive 228.0 $18K +101.0 +79.5% $80.57 -1.0%
4015 IRMD IRADIMED CORP Healthcare 192.0 $18K -120.0 -38.5% $95.67 -9.1%
4016 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 544.0 $18K +541.0 +10000.0% $33.74 +0.9%
4017 NC NACCO INDS INC Energy 366.0 $18K +360.0 +6000.0% $50.05 -13.8%
4018 OMER OMEROS CORP Healthcare 1,919.0 $18K NEW $9.51 +102.4%
4019 RWT REDWOOD TRUST INC Real Estate 3,839.0 $18K NEW $4.74 -2.3%
4020 FPF FIRST TR INTER DURATN PFD & Financial Services 1,000.0 $18K +500.0 +100.0% $18.17 -1.9%
Page 201 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%