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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 73 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 EXP EAGLE MATLS INC Basic Materials 2,993.0 $673K 0.00% +3K +2645.9% $225.00 -12.2%
1442 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 20,160.0 $673K 0.00% +19K +1238.7% $33.39 -23.3%
1443 LIBERTY GLOBAL LTD 59,127.0 $672K 0.00% +57K +3023.4% $11.37
1444 KRC KILROY REALTY CORP Real Estate 17,862.0 $669K 0.00% +17K +1340.5% $37.47 -3.4%
1445 SCHO SCHWAB STRATEGIC TR 27,709.0 $669K 0.00% +19K +212.8% $24.14 -0.3%
1446 SE SEA LTD Consumer Cyclical 6,979.0 $669K 0.00% +2K +47.7% $95.83 +24.6%
1447 DGRW WISDOMTREE TR 6,989.0 $668K 0.00% +4K +166.2% $95.62 +3.9%
1448 ASB ASSOCIATED BANC-CORP Financial Services 21,622.0 $665K 0.00% +19K +603.6% $30.77 +0.5%
1449 NAN NUVEEN NY DIVI ADV Financial Services 56,652.0 $665K 0.00% NEW $11.73 -6.8%
1450 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 65,990.0 $664K 0.00% NEW $10.06 +0.8%
1451 TDOC TELADOC HEALTH INC Healthcare 78,220.0 $663K 0.00% +44K +126.8% $8.48 -23.3%
1452 HUN HUNTSMAN CORP Basic Materials 62,061.0 $659K 0.00% +46K +288.9% $10.62 -10.8%
1453 IPX IPERIONX LTD Basic Materials 22,162.0 $659K 0.00% NEW $29.73 -29.3%
1454 MXL MAXLINEAR INC Technology 5,145.0 $659K 0.00% +5K +1056.2% $128.03 -51.8%
1455 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,220.0 $658K 0.00% +6K +663.2% $91.20 -20.0%
1456 CFFN CAPITOL FED FINL INC Financial Services 77,180.0 $657K 0.00% +76K +4702.7% $8.51 +1.8%
1457 KLIC KULICKE & SOFFA INDS INC Technology 4,896.0 $655K 0.00% +4K +434.5% $133.76 -39.4%
1458 CSTM CONSTELLIUM SE Basic Materials 20,526.0 $654K 0.00% +19K +1499.8% $31.87 -15.3%
1459 ARKQ ARK ETF TR 4,948.0 $654K 0.00% -624.0 -11.2% $132.21 -7.5%
1460 G GENPACT LIMITED Technology 23,780.0 $654K 0.00% +11K +83.8% $27.50 +38.3%
Page 73 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%