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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 208 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4141 FBNC FIRST BANCORP N C Financial Services 234.0 $15K NEW $63.93 -0.6%
4142 MEG ONTERRIS INC Industrials 740.0 $15K +694.0 +1508.7% $20.21 -17.8%
4143 LQDT LIQUIDITY SVCS INC Consumer Cyclical 382.0 $15K +44.0 +13.0% $39.12 +6.8%
4144 NPWR NET POWER INC Industrials 8,943.0 $15K +9K +7290.9% $1.67 +13.2%
4145 IMXI INTERNATIONAL MONEY EXPRESS Technology 1,033.0 $15K NEW $14.45 +0.3%
4146 NICE NICE LTD Technology 164.0 $15K +129.0 +368.6% $90.85 +15.7%
4147 MOUNTAIN LAKE ACQUISIT CORP 1,500.0 $15K NEW $9.93
4148 CURV TORRID HLDGS INC Consumer Cyclical 7,960.0 $15K +8K +10000.0% $1.87 +19.8%
4149 SGHT SIGHT SCIENCES INC Healthcare 2,739.0 $15K NEW $5.42 +55.2%
4150 M3-BRIGADE ACQUISITION VI CO 37,000.0 $15K NEW $0.40
4151 III INFORMATION SVCS GROUP INC Technology 3,582.0 $15K NEW $4.11 +22.6%
4152 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,110.0 $15K +564.0 +103.3% $13.26 +1.6%
4153 TBI TRUEBLUE INC Industrials 2,107.0 $15K NEW $6.97 +52.9%
4154 BBUS J P MORGAN EXCHANGE TRADED F 109.0 $15K -477.0 -81.4% $134.72 +3.3%
4155 DXPE DXP ENTERPRISES INC Industrials 87.0 $15K +14.0 +19.2% $168.75 +14.3%
4156 ORCL CALL ORACLE CORP Technology 100.0 $15K NEW $146.55 +3.7%
4157 NVCT NUVECTIS PHARMA INC Healthcare 795.0 $15K NEW $18.39 +37.0%
4158 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1,799.0 $15K -384.0 -17.6% $8.11 +13.9%
4159 WRD WERIDE INC Technology 2,500.0 $15K NEW $5.82 +3.3%
4160 CLM CORNERSTONE STRATEGIC INVEST Financial Services 1,923.0 $15K NEW $7.56 -12.0%
Page 208 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%