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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 80 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 ACIW ACI WORLDWIDE INC Technology 11,022.0 $554K 0.00% +6K +140.6% $50.29 +7.0%
1582 NOK NOKIA CORP Technology 41,677.0 $553K 0.00% +35K +502.7% $13.28 -23.1%
1583 SOLV SOLVENTUM CORP Healthcare 7,173.0 $553K 0.00% +6K +718.8% $77.15 +18.1%
1584 WD WALKER &DUNLOP INC Financial Services 10,112.0 $553K 0.00% +10K +8848.7% $54.70 -24.4%
1585 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 8,874.0 $549K 0.00% +8K +731.7% $61.82 -6.2%
1586 DFAR DIMENSIONAL ETF TRUST 20,903.0 $547K 0.00% +20K +3881.5% $26.16 -0.0%
1587 LKQ LKQ CORP Consumer Cyclical 20,681.0 $545K 0.00% +15K +277.1% $26.33 -3.0%
1588 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 69,092.0 $544K 0.00% +55K +403.5% $7.88 -6.3%
1589 AIM ETF PRODUCTS TRUST 16,415.0 $544K 0.00% +2K +15.9% $33.13
1590 AVT AVNET INC Technology 6,114.0 $543K 0.00% +2K +47.1% $88.82 -0.2%
1591 LATA GALATA ACQUISITION CORP II Financial Services 53,628.0 $542K 0.00% NEW $10.11 +0.7%
1592 IHF ISHARES TR 9,765.0 $540K 0.00% +8K +585.3% $55.33 +2.7%
1593 XME SPDR SERIES TRUST 5,028.0 $538K 0.00% -6K -56.1% $106.93 +11.0%
1594 DTM DT MIDSTREAM INC Energy 3,654.0 $536K 0.00% +4K +2402.7% $146.74 -11.7%
1595 AIM ETF PRODUCTS TRUST 16,904.0 $536K 0.00% +2K +16.5% $31.70
1596 OSCR OSCAR HEALTH INC Healthcare 18,781.0 $536K 0.00% NEW $28.52 +6.8%
1597 CARTESIAN GROWTH CORP IV 53,500.0 $535K 0.00% NEW $10.00
1598 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 126,966.0 $535K 0.00% +125K +7355.4% $4.21 -1.9%
1599 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10,712.0 $534K 0.00% +9K +652.2% $49.86 +4.3%
1600 ACYS FIRST TR EXCHANGE-TRADED FD 25,977.0 $534K 0.00% NEW $20.54 +0.0%
Page 80 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%