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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 124 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 CELC CELCUITY INC Healthcare 530.0 $55K +241.0 +83.4% $104.62 -10.4%
2462 IHY VANECK ETF TRUST 2,553.0 $55K +35.0 +1.4% $21.66 +0.6%
2463 LUMN LUMEN TECHNOLOGIES INC Communication Services 7,182.0 $55K +6K +687.5% $7.68 -20.1%
2464 EQBK EQUITY BANCSHARES INC Financial Services 1,118.0 $55K +914.0 +448.0% $48.99 +0.4%
2465 MOO VANECK ETF TRUST 691.0 $55K +493.0 +249.0% $79.20 +6.1%
2466 SMBC SOUTHERN MO BANCORP INC Financial Services 718.0 $55K +627.0 +689.0% $76.21 -3.4%
2467 FLDR FIDELITY MERRIMACK STR TR 1,091.0 $55K +508.0 +87.1% $50.08 +0.2%
2468 OCCIDENTAL PETE CORP 2,048.0 $55K +2K +1212.8% $26.63
2469 NTES NETEASE COM INC Technology 424.0 $54K +259.0 +157.0% $128.21 -4.3%
2470 NTST NETSTREIT CORP Real Estate 2,563.0 $54K +2K +1000.0% $21.13 -2.9%
2471 INGRAM MICRO HLDG CORP 1,974.0 $54K +2K +528.7% $27.43
2472 MCRI MONARCH CASINO &RESORT INC Consumer Cyclical 411.0 $54K +287.0 +231.4% $131.61 -6.4%
2473 WULF TERAWULF INC Financial Services 2,189.0 $54K +2K +10000.0% $24.70 -31.2%
2474 HLMN HILLMAN SOLUTIONS CORP Industrials 6,387.0 $54K +5K +454.9% $8.44 -6.5%
2475 ACADIAN ASSET MANAGEMENT INC 744.0 $53K +426.0 +134.0% $71.52
2476 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 1,884.0 $53K +1K +339.2% $28.24 +10.0%
2477 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 11,215.0 $53K +11K +2256.1% $4.74 +10.2%
2478 FISI FINANCIAL INSTITUTIONS INC Financial Services 1,364.0 $53K +1K +8993.3% $38.97 +4.6%
2479 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,688.0 $53K +2K +1105.7% $31.43 +0.2%
2480 FTAI AVIATION LTD 196.0 $53K +181.0 +1206.7% $270.53
Page 124 of 164  ·  3,279 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%