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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 131 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 CTRE CARETRUST REIT INC Real Estate 1,009.0 $41K +917.0 +996.7% $40.36 -1.0%
2602 VTEX VTEX Technology 10,165.0 $41K +10K +5194.3% $4.00 -8.5%
2603 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 7,802.0 $41K +8K +10000.0% $5.21 -36.3%
2604 NGEN NERVGEN PHARMA CORP Healthcare 19,727.0 $41K +2K +9.4% $2.06 +7.3%
2605 PCB PCB BANCORP Financial Services 1,431.0 $41K +1K +10000.0% $28.37 -2.7%
2606 USNA USANA HEALTH SCIENCES INC Consumer Defensive 1,901.0 $41K +2K +1966.3% $21.35 -36.0%
2607 CCNE CNB FINL CORP PA Financial Services 1,202.0 $41K +1K +2125.9% $33.71 +0.5%
2608 DNN DENISON MINES CORP Energy 13,238.0 $41K +12K +1075.7% $3.06 +18.6%
2609 TLK TELEKOMUNIKASI IND Communication Services 3,009.0 $40K +3K +702.4% $13.43 +9.5%
2610 FRMI FERMI INC Utilities 4,406.0 $40K +4K +885.7% $9.16 -38.8%
2611 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 2,071.0 $40K +2K +10000.0% $19.47 -19.8%
2612 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 2,235.0 $40K +741.0 +49.6% $17.96 +106.5%
2613 UTMD UTAH MED PRODS INC Healthcare 581.0 $40K +557.0 +2320.8% $68.98 +2.8%
2614 GNR SPDR INDEX SHS FDS 595.0 $40K +486.0 +445.9% $67.35 +16.3%
2615 MDXG MIMEDX GROUP INC Healthcare 10,404.0 $40K +6K +161.4% $3.85 +14.8%
2616 OFG OFG BANCORP Financial Services 812.0 $40K +227.0 +38.8% $49.07 +6.5%
2617 FMS FRESENIUS MEDICAL CARE AG Healthcare 1,760.0 $40K +894.0 +103.2% $22.61 +3.5%
2618 LPL LG DISPLAY CO LTD Technology 10,081.0 $39K +591.0 +6.2% $3.89 -14.1%
2619 WLY WILEY JOHN & SONS INC Communication Services 807.0 $39K +691.0 +595.7% $48.51 +9.5%
2620 CAE CAE INC Industrials 1,560.0 $39K +1K +434.2% $25.06 +0.8%
Page 131 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%