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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 221 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4401 MCBS METROCITY BANKSHARES INC Financial Services 239.0 $9K +171.0 +251.5% $35.89 -2.2%
4402 ILTB ISHARES TR 174.0 $9K NEW $49.25 -3.3%
4403 GRPN GROUPON INC Communication Services 356.0 $9K NEW $24.06 -19.7%
4404 JBIO JADE BIOSCIENCES INC Healthcare 385.0 $9K +281.0 +270.2% $22.22 -1.9%
4405 SUNS SUNRISE RLTY TR INC Real Estate 1,077.0 $9K +933.0 +647.9% $7.90 -4.3%
4406 GRUPO CIBEST SA 107.0 $8K +6.0 +5.9% $79.43
4407 LOANDEPOT INC 6,794.0 $8K +7K +10000.0% $1.25
4408 JOYY JOYY INC Communication Services 128.0 $8K NEW $65.99 +14.9%
4409 IRTC IRHYTHM HOLDINGS INC Healthcare 71.0 $8K +58.0 +446.1% $118.94 -1.0%
4410 CGMS CAPITAL GRP FIXED INCM ETF T 309.0 $8K -291.0 -48.5% $27.33 -0.3%
4411 CALX CALIX INC Technology 226.0 $8K NEW $37.32 +1.3%
4412 MBUU MALIBU BOATS INC Consumer Cyclical 307.0 $8K NEW $27.43 +2.8%
4413 DOO BRP INC Consumer Cyclical 137.0 $8K $61.07 +1.1%
4414 FIRST TRACKS BIOTHERAPEUTICS 415.0 $8K NEW $20.12
4415 PNRG PRIMEENERGY RESOURCES CORP Energy 50.0 $8K +49.0 +4900.0% $166.90 +23.0%
4416 GPGI GPGI INC Industrials 526.0 $8K +454.0 +630.6% $15.85 -12.8%
4417 ECH ISHARES INC 210.0 $8K NEW $39.70 +3.7%
4418 GROY GOLD ROYALTY CORP Basic Materials 3,000.0 $8K $2.76 +24.5%
4419 NORTHPOINTE BANCSHARES INC. 429.0 $8K NEW $19.18
4420 SEALSQ CORP 2,604.0 $8K NEW $3.15
Page 221 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%