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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 222 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4421 FLXS FLEXSTEEL INDS INC Consumer Cyclical 110.0 $8K NEW $74.48 +9.8%
4422 BHR BRAEMAR HOTELS &RESORTS INC Real Estate 3,792.0 $8K +4K +10000.0% $2.16 -5.1%
4423 SPOK SPOK HLDGS INC Healthcare 795.0 $8K +768.0 +2844.4% $10.24 +1.7%
4424 KNGZ FIRST TR EXCHANGE TRADED FD 203.0 $8K $40.07 +6.7%
4425 NDLS NOODLES & CO Consumer Cyclical 542.0 $8K +271.0 +100.0% $14.95 -2.8%
4426 SOXS DIREXION SHARES ETF TRUST 2,500.0 $8K NEW $3.24 +1384.3%
4427 NUVEEN CR STRATEGIES INCOME 1,666.0 $8K +1K +608.9% $4.86
4428 KOPN KOPIN CORP Technology 1,805.0 $8K NEW $4.48 +5.6%
4429 CRD-B CRAWFORD &CO 716.0 $8K NEW $11.27 +5.7%
4430 TR TOOTSIE ROLL INDS INC Consumer Defensive 204.0 $8K NEW $39.55 +4.5%
4431 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 180.0 $8K +171.0 +1900.0% $44.38 +4.5%
4432 WALD WALDENCAST PLC Technology 4,506.0 $8K +4K +10000.0% $1.76 -22.2%
4433 BETTER HOME &FINANCE HOLDIN 288.0 $8K NEW $27.50
4434 SEPN SEPTERNA INC Healthcare 236.0 $8K NEW $33.49 +20.2%
4435 FACTORIAL ENERGY INC 5,773.0 $8K NEW $1.36
4436 MPB MID PENN BANCORP INC Financial Services 225.0 $8K +216.0 +2400.0% $34.84 +5.6%
4437 VERX VERTEX INC Technology 681.0 $8K NEW $11.48 +18.1%
4438 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 285.0 $8K +257.0 +917.9% $27.35 +27.3%
4439 CARL CARLSMED INC Healthcare 749.0 $8K NEW $10.38 +55.9%
4440 BTGO BITGO HOLDINGS INC Financial Services 1,500.0 $8K NEW $5.18 +35.5%
Page 222 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%