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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 205 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 ATLANTA BRAVES HLDGS INC 291.0 $16K +197.0 +209.6% $56.37
4082 MNDY MONDAY COM LTD Technology 226.0 $16K +218.0 +2725.0% $72.39 +37.4%
4083 GSAT GLOBALSTAR INC Communication Services 201.0 $16K NEW $81.29 +0.9%
4084 BILL BILL HOLDINGS INC Technology 452.0 $16K NEW $36.12 +35.3%
4085 APOGEE THERAPEUTICS INC 123.0 $16K NEW $132.73
4086 VEMY VIRTUS ETF TR II 564.0 $16K NEW $28.80 -0.8%
4087 TITN TITAN MACHY INC Industrials 762.0 $16K +719.0 +1672.1% $21.12 -12.8%
4088 ANGL VANECK ETF TRUST 550.0 $16K NEW $29.25 -0.5%
4089 TSBK TIMBERLAND BANCORP INC Financial Services 358.0 $16K NEW $44.81 +3.2%
4090 FUTU FUTU HLDGS LTD Financial Services 171.0 $16K +144.0 +533.3% $93.74 +32.9%
4091 CDX SIMPLIFY EXCHANGE TRADED FUN 758.0 $16K NEW $21.12 -2.2%
4092 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 688.0 $16K NEW $23.25 +7.1%
4093 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 3,081.0 $16K +3K +484.6% $5.19 +5.2%
4094 ERO ERO COPPER CORP Basic Materials 597.0 $16K +41.0 +7.4% $26.75 +48.9%
4095 WEYS WEYCO GROUP INC Consumer Cyclical 406.0 $16K NEW $39.29 +14.1%
4096 ANDE ANDERSONS INC Consumer Defensive 233.0 $16K +125.0 +115.7% $68.40 -6.8%
4097 TRC TEJON RANCH CO Industrials 852.0 $16K +599.0 +236.8% $18.70 -13.7%
4098 EVV EATON VANCE LIMITED DURATION Financial Services 1,700.0 $16K NEW $9.37 -2.9%
4099 LXEO LEXEO THERAPEUTICS INC Healthcare 3,409.0 $16K NEW $4.66 +7.2%
4100 HYGW ISHARES TR 545.0 $16K -1K -65.0% $29.11 -0.3%
Page 205 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%