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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 95 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 TNK TEEKAY TANKERS LTD Energy 5,364.0 $348K 0.00% +5K +2595.5% $64.87 +36.7%
1882 VALE VALE S A Basic Materials 23,133.0 $348K 0.00% +2K +8.3% $15.04 -0.1%
1883 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,671.0 $348K 0.00% +6K +1507.5% $52.15 +6.5%
1884 UI UBIQUITI INC Technology 650.0 $347K 0.00% +330.0 +103.1% $534.03 +12.2%
1885 AOS SMITH A O CORP Industrials 5,524.0 $346K 0.00% NEW $62.72 -3.7%
1886 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 24,818.0 $346K 0.00% +6K +34.9% $13.94 -10.5%
1887 HBCP HOMEBANCORP INC Financial Services 5,049.0 $346K 0.00% +5K +10000.0% $68.52 +1.3%
1888 CRI CARTERS INC Consumer Cyclical 8,368.0 $344K 0.00% +7K +856.3% $41.16 -18.5%
1889 INCO COLUMBIA ETF TR II 5,766.0 $344K 0.00% -86.0 -1.5% $59.65 +3.2%
1890 OGS ONE GAS INC Utilities 4,456.0 $343K 0.00% +4K +1385.3% $77.07 +3.1%
1891 BSVO EA SERIES TRUST 11,745.0 $343K 0.00% NEW $29.19 +0.8%
1892 LBRDK LIBERTY BROADBAND CORP Communication Services 10,287.0 $342K 0.00% +9K +697.4% $33.26 +8.3%
1893 BJUN INNOVATOR ETFS TRUST 7,017.0 $342K 0.00% -5K -40.5% $48.68 +2.3%
1894 HOG HARLEY DAVIDSON INC Consumer Cyclical 13,949.0 $341K 0.00% NEW $24.46 +14.9%
1895 HTO H2O AMERICA Utilities 5,609.0 $341K 0.00% +5K +2426.6% $60.77 +4.6%
1896 KKR & CO INC 8,550.0 $341K 0.00% NEW $39.85
1897 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 11,449.0 $341K 0.00% +10K +791.7% $29.75 +15.2%
1898 INGR INGREDION INC Consumer Defensive 3,581.0 $339K 0.00% -51.0 -1.4% $94.71 +10.5%
1899 ARMOUR RESIDENTIAL REIT INC 19,434.0 $339K 0.00% +19K +10000.0% $17.45
1900 EHC ENCOMPASS HEALTH CORP Healthcare 3,347.0 $338K 0.00% -712.0 -17.5% $101.06 +19.6%
Page 95 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%