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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 142 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 WHD CACTUS INC Energy 462.0 $24K +412.0 +824.0% $51.23 +31.1%
2822 ELDN ELEDON PHARMACEUTICALS INC Healthcare 5,984.0 $24K +6K +10000.0% $3.94 -11.9%
2823 FAD FIRST TR EXCHANGE-TRADED ALP 118.0 $24K +60.0 +103.5% $199.66 -6.0%
2824 FF FUTUREFUEL CORP Basic Materials 5,208.0 $24K +5K +10000.0% $4.52 +19.0%
2825 LC HAPPEN INC Financial Services 1,132.0 $23K +919.0 +431.5% $20.74 -7.4%
2826 MEDIWOUND LTD 1,597.0 $23K +2K +10000.0% $14.70
2827 PKOH PARK-OHIO HLDGS CORP Industrials 610.0 $23K +600.0 +6000.0% $38.45 +17.2%
2828 CGON CG ONCOLOGY INC Healthcare 330.0 $23K +292.0 +768.4% $71.05 +11.1%
2829 HBT HBT FINL INC. Financial Services 732.0 $23K +657.0 +876.0% $31.99 +11.5%
2830 FRONTVIEW REIT INC 1,157.0 $23K +1K +4528.0% $20.23
2831 SLQT SELECTQUOTE INC Financial Services 27,688.0 $23K +28K +10000.0% $0.84 -34.8%
2832 EHTH EHEALTH INC Financial Services 15,614.0 $23K +16K +10000.0% $1.49 -19.5%
2833 COTY COTY INC Consumer Defensive 10,692.0 $23K +11K +10000.0% $2.16 +23.6%
2834 STN STANTEC INC Industrials 335.0 $23K +217.0 +183.9% $68.91 +6.6%
2835 IGR CBRE GBL REAL ESTATE INC FD Financial Services 5,000.0 $23K +4K +233.3% $4.61 +2.0%
2836 ARHS ARHAUS INC Consumer Cyclical 2,737.0 $23K +3K +5266.7% $8.42 +5.9%
2837 ECVT ECOVYST INC Basic Materials 1,835.0 $23K +2K +998.8% $12.45 -18.6%
2838 PCVX VAXCYTE INC Healthcare 393.0 $23K +289.0 +277.9% $58.13 +5.1%
2839 DIG PROSHARES TR 464.0 $23K +232.0 +100.0% $49.17 +34.2%
2840 OR OR ROYALTIES INC. Basic Materials 718.0 $23K +218.0 +43.6% $31.63 +23.0%
Page 142 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%