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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 214 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 GSL GLOBAL SHIP LEASE INC Industrials 308.0 $12K NEW $37.60 +19.7%
4262 ZEVRA THERAPEUTICS INC 806.0 $12K NEW $14.34
4263 OVBC OHIO VY BANC CORP Financial Services 266.0 $12K NEW $43.43 +4.5%
4264 LIFEZONE METALS LIMITED 2,973.0 $12K +3K +10000.0% $3.88
4265 BGC BGC GROUP INC Financial Services 1,077.0 $12K +899.0 +505.1% $10.69 +13.2%
4266 PTA COHEN &STEERS TAX ADVAN PFD Financial Services 600.0 $12K +300.0 +100.0% $19.18 -3.8%
4267 FXH FIRST TR EXCHANGE-TRADED FD 94.0 $12K $122.40 +9.7%
4268 CZFS CITIZENS FINL SVCS INC Financial Services 158.0 $11K +101.0 +177.2% $72.44 +12.0%
4269 HCC WARRIOR MET COAL INC Energy 141.0 $11K +105.0 +291.7% $81.16 +33.4%
4270 MTA METALLA RTY & STREAMING LTD Basic Materials 1,500.0 $11K -700.0 -31.8% $7.61 +44.9%
4271 BKF ISHARES INC 292.0 $11K $38.74 +5.0%
4272 EPSN EPSILON ENERGY LTD Energy 2,082.0 $11K NEW $5.41 +9.2%
4273 WOR WORTHINGTON ENTERPRISES INC Industrials 209.0 $11K +208.0 +10000.0% $53.75 +7.5%
4274 VEL VELOCITY FINL INC Financial Services 603.0 $11K NEW $18.46 -2.1%
4275 DAKT DAKTRONICS INC Technology 567.0 $11K +528.0 +1353.8% $19.56 +0.3%
4276 PLPC PREFORMED LINE PRODS CO Industrials 27.0 $11K NEW $410.56 +2.5%
4277 GDS GDS HLDGS LTD Technology 369.0 $11K NEW $30.03 +11.6%
4278 MDYV SPDR SERIES TRUST 116.0 $11K $95.22 -0.0%
4279 FYC FIRST TR EXCHANGE-TRADED ALP 87.0 $11K +43.0 +97.7% $126.36 -3.0%
4280 AMER SPORTS INC 324.0 $11K +186.0 +134.8% $33.84
Page 214 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%