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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 145 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 550.0 $20K +461.0 +518.0% $37.21 +11.1%
2882 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 1,154.0 $20K +1K +4516.0% $17.73 +1.1%
2883 NTGR NETGEAR INC Technology 872.0 $20K +851.0 +4052.4% $23.35 -9.6%
2884 WTBA WEST BANCORPORATION INC Financial Services 767.0 $20K +650.0 +555.6% $26.53 +6.6%
2885 AVD AMERICAN VANGUARD CORP Basic Materials 7,263.0 $20K +7K +2816.9% $2.80 -22.3%
2886 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 482.0 $20K +182.0 +60.7% $42.18 +3.2%
2887 LMNR LIMONEIRA CO Consumer Defensive 1,545.0 $20K +1K +270.5% $13.13 +5.0%
2888 TG TREDEGAR CORP Industrials 2,543.0 $20K +2K +548.7% $7.96 -0.6%
2889 GEO GEO GROUP INC Industrials 684.0 $20K +409.0 +148.7% $29.55 +8.6%
2890 EBMT EAGLE BANCORP MONT INC Financial Services 843.0 $20K +822.0 +3914.3% $23.93 -4.2%
2891 TTAM TITAN AMER SA Basic Materials 1,072.0 $20K +1K +2452.4% $18.66 -18.1%
2892 AVNW AVIAT NETWORKS INC Technology 901.0 $20K +895.0 +10000.0% $22.20 -6.4%
2893 AVBP ARRIVENT BIOPHARMA INC Healthcare 574.0 $20K +244.0 +73.9% $34.74 -11.9%
2894 HCAT HEALTH CATALYST INC Healthcare 9,997.0 $20K +10K +7771.6% $1.99 -20.9%
2895 TMC TMC THE METALS COMPANY INC Basic Materials 4,473.0 $20K +2K +78.4% $4.43 +10.8%
2896 AMBQ AMBIQ MICRO INC Technology 223.0 $20K +218.0 +4360.0% $88.30 -32.8%
2897 CHRS COHERUS ONCOLOGY INC Healthcare 14,024.0 $20K +14K +5918.9% $1.40 -3.2%
2898 PBUS INVESCO EXCH TRADED FD TR II 262.0 $20K +131.0 +100.0% $74.84 +2.6%
2899 SLVM SYLVAMO CORP Basic Materials 518.0 $20K +460.0 +793.1% $37.80 -3.6%
2900 BBEU J P MORGAN EXCHANGE TRADED F 251.0 $19K +100.0 +66.2% $77.66 +4.4%
Page 145 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%