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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 135 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 AXIA ENERGIA SA 3,297.0 $35K +3K +10000.0% $10.56
2682 ALT ALTIMMUNE INC Healthcare 11,350.0 $35K +11K +3248.1% $3.04 +3.6%
2683 BEONE MEDICINES LTD 121.0 $34K +112.0 +1244.4% $284.98
2684 DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 637.0 $34K +14.0 +2.2% $54.10 +8.5%
2685 TCOM TRIP COM GROUP LTD Consumer Cyclical 861.0 $34K +34.0 +4.1% $39.85 +13.3%
2686 ESE ESCO TECHNOLOGIES INC Technology 98.0 $34K +83.0 +553.3% $350.04 -19.1%
2687 SFST SOUTHERN FIRST BANCSHARES Financial Services 559.0 $34K +528.0 +1703.2% $61.10 +1.4%
2688 NKTX NKARTA INC Healthcare 12,060.0 $34K +12K +8160.3% $2.83 -7.1%
2689 ALG ALAMO GROUP INC Industrials 203.0 $33K +57.0 +39.0% $164.58 +0.1%
2690 SPRY ARS PHARMACEUTICALS INC Healthcare 4,169.0 $33K +4K +1111.9% $8.01 -24.7%
2691 BCTK BARON ETF TR 1,027.0 $33K +540.0 +110.9% $32.48 -8.2%
2692 LIBERTY MEDIA CORP DEL 380.0 $33K +266.0 +233.3% $87.54
2693 ORRF ORRSTOWN FINL SVCS INC Financial Services 810.0 $33K +715.0 +752.6% $40.83 +3.4%
2694 PLMR PALOMAR HLDGS INC Financial Services 261.0 $33K +167.0 +177.7% $126.39 +4.3%
2695 TRDA ENTRADA THERAPEUTICS INC Healthcare 4,478.0 $33K +4K +387.3% $7.36 -4.9%
2696 HWKN HAWKINS INC Basic Materials 231.0 $33K +152.0 +192.4% $142.10 -16.6%
2697 HUMA HUMACYTE INC Healthcare 41,899.0 $33K +38K +917.0% $0.78 -12.7%
2698 IMKTA INGLES MKTS INC Consumer Defensive 369.0 $33K +339.0 +1130.0% $88.58 -5.7%
2699 PKBK PARKE BANCORP INC Financial Services 982.0 $33K +964.0 +5355.6% $33.16 +1.7%
2700 QSI QUANTUM SI INC Healthcare 36,790.0 $33K +35K +2597.2% $0.89 -10.7%
Page 135 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%