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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 156 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 WALD WALDENCAST PLC Technology 4,506.0 $8K +4K +10000.0% $1.76 -24.4%
3102 MPB MID PENN BANCORP INC Financial Services 225.0 $8K +216.0 +2400.0% $34.84 +6.7%
3103 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 285.0 $8K +257.0 +917.9% $27.35 +27.3%
3104 MLYS MINERALYS THERAPEUTICS INC Healthcare 286.0 $8K +217.0 +314.5% $26.98 -6.3%
3105 LINEAGE CELL THERAPEUTICS IN 5,878.0 $8K +6K +4492.2% $1.31
3106 BELFB BEL FUSE INC Technology 23.0 $8K +22.0 +2200.0% $333.04 -25.5%
3107 PAL PROFICIENT AUTO LOGISTICS IN Industrials 1,114.0 $8K +980.0 +731.3% $6.81 -22.2%
3108 SIGA SIGA TECHNOLOGIES INC Healthcare 2,084.0 $8K +2K +1608.2% $3.64 -19.2%
3109 PAY PAYMENTUS HOLDINGS INC Technology 313.0 $8K +268.0 +595.6% $24.16 +65.3%
3110 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 902.0 $7K +884.0 +4911.1% $8.29 +14.0%
3111 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 3,090.0 $7K +3K +775.4% $2.42 -2.5%
3112 USFR WISDOMTREE TR 148.0 $7K +1.0 +0.7% $50.19 +0.6%
3113 FSP FRANKLIN STR PPTYS CORP Real Estate 14,395.0 $7K +14K +10000.0% $0.52 -10.1%
3114 SHOULDER INNOVATIONS INC 365.0 $7K +359.0 +5983.3% $20.28
3115 PRINCETON BANCORP INC 194.0 $7K +167.0 +618.5% $37.95
3116 GDYN GRID DYNAMICS HLDGS INC Technology 1,287.0 $7K +779.0 +153.3% $5.68 +38.4%
3117 RMBI RICHMOND MUT BANCORPORATION Financial Services 452.0 $7K +449.0 +10000.0% $15.88 +1.7%
3118 ETH GRAYSCALE ETHEREUM STAKING Financial Services 471.0 $7K +374.0 +385.6% $15.03 +57.0%
3119 ABUS ARBUTUS BIOPHARMA CORP Healthcare 1,471.0 $7K +1K +808.0% $4.80 +8.3%
3120 RVSB RIVERVIEW BANCORP INC Financial Services 1,299.0 $7K +1K +10000.0% $5.43 -4.8%
Page 156 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%