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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 84 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 IRT INDEPENDENCE RLTY TR INC Real Estate 28,814.0 $481K 0.00% +27K +1323.6% $16.69 -2.3%
1662 METL SPROTT FDS TR 18,615.0 $479K 0.00% +154.0 +0.8% $25.72 +13.2%
1663 LNG CALL CHENIERE ENERGY INC Energy 2,000.0 $478K 0.00% NEW $239.01 +18.1%
1664 IGLD FIRST TR EXCHANGE-TRADED FD 22,673.0 $477K 0.00% NEW $21.06 +4.6%
1665 EFAX SPDR INDEX SHS FDS 8,805.0 $477K 0.00% NEW $54.12 +2.9%
1666 ILCG ISHARES TR 4,060.0 $475K 0.00% NEW $117.03 -1.6%
1667 GOOD GLADSTONE COMMERCIAL CORP Real Estate 38,608.0 $475K 0.00% +17K +81.3% $12.30 +5.8%
1668 TEXAS VENTURES ACQUISITION I 47,470.0 $475K 0.00% NEW $10.00
1669 MSM MSC INDL DIRECT INC Industrials 3,986.0 $474K 0.00% +435.0 +12.2% $118.95 +0.2%
1670 MTD METTLER TOLEDO INTERNATIONAL Healthcare 371.0 $474K 0.00% +370.0 +10000.0% $1277.51 +9.5%
1671 EAT BRINKER INTL INC Consumer Cyclical 2,821.0 $474K 0.00% +3K +5777.1% $168.00 +37.0%
1672 ALGM ALLEGRO MICROSYSTEMS INC Technology 6,799.0 $473K 0.00% +426.0 +6.7% $69.62 -48.6%
1673 MZTI MARZETTI COMPANY Consumer Defensive 4,142.0 $473K 0.00% +3K +213.8% $114.18 +0.6%
1674 LDUR PIMCO ETF TR 4,943.0 $473K 0.00% +2K +84.2% $95.61 -0.4%
1675 WSO WATSCO INC Industrials 1,133.0 $472K 0.00% +887.0 +360.6% $416.85 -25.5%
1676 COMP COMPASS INC Technology 38,303.0 $472K 0.00% +36K +1508.7% $12.33 -11.0%
1677 EZU ISHARES INC 6,780.0 $471K 0.00% -636.0 -8.6% $69.50 +1.9%
1678 STE STERIS PLC Healthcare 2,234.0 $470K 0.00% +2K +228.5% $210.60 +11.0%
1679 NXT NEXTPOWER INC Technology 3,946.0 $470K 0.00% +3K +422.0% $119.14 -28.3%
1680 DAN DANA INC Consumer Cyclical 17,212.0 $468K 0.00% +9K +108.8% $27.21 +11.5%
Page 84 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%