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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 77 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ATRO ASTRONICS CORP Industrials 7,414.0 $602K 0.00% NEW $81.26 -6.8%
1522 FLR FLUOR CORP Industrials 11,498.0 $602K 0.00% +11K +2863.4% $52.39 +1.7%
1523 TPC TUTOR PERINI CORP Industrials 7,238.0 $601K 0.00% +7K +2503.6% $82.97 +7.1%
1524 RPRX ROYALTY PHARMA PLC Healthcare 10,703.0 $600K 0.00% +10K +818.7% $56.07 +8.5%
1525 VNT VONTIER CORPORATION Technology 20,688.0 $600K 0.00% NEW $29.00 +13.0%
1526 HAYW HAYWARD HLDGS INC Industrials 34,574.0 $598K 0.00% +32K +1563.0% $17.31 -18.3%
1527 MPT MEDICAL PROPERTIES TRUST INC Financial Services 129,386.0 $598K 0.00% NEW $4.62 -11.5%
1528 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 126,305.0 $597K 0.00% NEW $4.73 -0.6%
1529 KD KYNDRYL HLDGS INC Technology 52,821.0 $597K 0.00% +44K +515.6% $11.31 +16.7%
1530 VOOV VANGUARD ADMIRAL FDS INC 2,723.0 $597K 0.00% +2K +440.3% $219.24 +4.5%
1531 PENN PENN ENTERTAINMENT INC Consumer Cyclical 27,774.0 $593K 0.00% +27K +2925.5% $21.36 -18.7%
1532 USMC PRINCIPAL EXCHANGE TRADED FD 8,002.0 $593K 0.00% NEW $74.13 +2.9%
1533 HUBG HUB GROUP INC Industrials 13,541.0 $593K 0.00% +8K +154.0% $43.79 -9.5%
1534 PHG KONINKLIJKE PHILIPS N V Healthcare 21,701.0 $590K 0.00% +16K +286.4% $27.19 -1.7%
1535 AIM ETF PRODUCTS TRUST 19,108.0 $589K 0.00% +2K +11.6% $30.85
1536 AIM ETF PRODUCTS TRUST 19,851.0 $589K 0.00% +2K +12.0% $29.69
1537 VFLO VICTORY PORTFOLIOS II 12,882.0 $589K 0.00% NEW $45.75 +21.7%
1538 KNTK KINETIK HOLDINGS INC Energy 12,184.0 $589K 0.00% +12K +10000.0% $48.34 +11.3%
1539 BDCI BTC DEV CORP Financial Services 58,348.0 $588K 0.00% NEW $10.07 +0.7%
1540 GEN GEN DIGITAL INC Technology 23,605.0 $588K 0.00% NEW $24.89 +24.6%
Page 77 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%