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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 206 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 CCBG CAPITAL CITY BANK Financial Services 321.0 $16K NEW $49.42 +3.6%
4102 CF BANKSHARES INC 484.0 $16K +446.0 +1173.7% $32.77
4103 EMBX VANECK FDS 309.0 $16K NEW $51.31 +0.3%
4104 QEFA SPDR INDEX SHS FDS 165.0 $16K NEW $96.01 +5.8%
4105 XMTR XOMETRY INC Industrials 164.0 $16K +154.0 +1540.0% $96.52 -0.3%
4106 SBSW SIBANYE STILLWATER LTD Basic Materials 1,860.0 $16K +2K +1503.5% $8.49 +44.4%
4107 ZVIA ZEVIA PBC Consumer Defensive 9,681.0 $16K +9K +3063.7% $1.63 -12.9%
4108 PIO INVESCO EXCH TRADED FD TR II 350.0 $16K NEW $44.97 +0.4%
4109 BBAX J P MORGAN EXCHANGE TRADED F 262.0 $16K +125.0 +91.2% $59.84 +8.7%
4110 SOUTH BOW CORP 441.0 $16K +204.0 +86.1% $35.31
4111 CXSE WISDOMTREE TR 400.0 $16K NEW $38.88 -2.0%
4112 MRDN MERIDIAN HOLDINGS INC Technology 1,113.0 $15K +1K +10000.0% $13.92 +0.6%
4113 SNSR GLOBAL X FDS 310.0 $15K NEW $49.97 -4.2%
4114 SKYT SKYWATER TECHNOLOGY INC Technology 444.0 $15K NEW $34.82 -6.8%
4115 DRD DRDGOLD LIMITED Basic Materials 725.0 $15K NEW $21.30 +41.0%
4116 MBX MBX BIOSCIENCES INC Healthcare 279.0 $15K NEW $55.20 +20.3%
4117 MWA MUELLER WTR PRODS INC Industrials 596.0 $15K +551.0 +1224.4% $25.83 -4.3%
4118 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 50.0 $15K +42.0 +525.0% $307.74 -15.5%
4119 IMVT IMMUNOVANT INC Healthcare 398.0 $15K NEW $38.53 +13.7%
4120 GETY GETTY IMAGES HOLDINGS INC Communication Services 17,818.0 $15K +18K +10000.0% $0.86 -67.7%
Page 206 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%