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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 228 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4541 TTEC TTEC HLDGS INC Technology 3,153.0 $6K NEW $1.94 -28.9%
4542 RCKY ROCKY BRANDS INC Consumer Cyclical 148.0 $6K NEW $41.32 +9.4%
4543 NUVEEN REAL ASSET INCOME & G 468.0 $6K NEW $12.96
4544 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 666.0 $6K NEW $9.08 -7.9%
4545 NEWAMSTERDAM PHARMA COMPANY 178.0 $6K NEW $33.89
4546 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 583.0 $6K NEW $10.29 -1.4%
4547 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 198.0 $6K NEW $30.14 +1.3%
4548 TASK TASKUS INC Technology 1,271.0 $6K +1K +1328.1% $4.68 +65.6%
4549 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 401.0 $6K +235.0 +141.6% $14.80 +29.5%
4550 COSO COASTALSOUTH BANCSHARES INC Financial Services 221.0 $6K +193.0 +689.3% $26.85 +1.9%
4551 CCD CALAMOS DYNAMIC CONV &INCOM Financial Services 229.0 $6K NEW $25.77 -3.1%
4552 OPRT OPORTUN FINL CORP Financial Services 1,033.0 $6K +460.0 +80.3% $5.71 +30.6%
4553 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 219.0 $6K +120.0 +121.2% $26.53 -9.7%
4554 BOC BOSTON OMAHA CORP Communication Services 425.0 $6K -283.0 -40.0% $13.64 +2.6%
4555 RDNT RADNET INC Healthcare 94.0 $6K NEW $61.68 +24.0%
4556 AQN ALGONQUIN POWER & UTILITIES Utilities 989.0 $6K +942.0 +2004.3% $5.86 -2.6%
4557 WSR WHITESTONE REIT Real Estate 303.0 $6K NEW $18.96 +0.2%
4558 USAU U S GOLD CORP Basic Materials 373.0 $6K NEW $15.33 +6.0%
4559 MNA NEW YORK LIFE INVESTMENTS ET 156.0 $6K NEW $36.48 +1.1%
4560 LOGISTIC PROPERTIES OF THE A 1,692.0 $6K +2K +10000.0% $3.36
Page 228 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%