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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 158 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 AQN ALGONQUIN POWER & UTILITIES Utilities 989.0 $6K +942.0 +2004.3% $5.86 -2.9%
3142 LOGISTIC PROPERTIES OF THE A 1,692.0 $6K +2K +10000.0% $3.36
3143 HROW HARROW INC Healthcare 133.0 $6K +55.0 +70.5% $42.47 -6.3%
3144 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 555.0 $6K +545.0 +5450.0% $10.11 -1.6%
3145 CXDO CREXENDO INC Communication Services 743.0 $6K +694.0 +1416.3% $7.47 -16.1%
3146 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 227.0 $5K +216.0 +1963.6% $24.04 +9.5%
3147 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 354.0 $5K +348.0 +5800.0% $15.32 -24.6%
3148 UGP ULTRAPAR PARTICIPACOES SA Energy 1,072.0 $5K +746.0 +228.8% $5.02 +33.9%
3149 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 224.0 $5K +146.0 +187.2% $23.60 +6.3%
3150 HGTY HAGERTY INC Financial Services 441.0 $5K +440.0 +10000.0% $11.92 +12.4%
3151 AMERICAN COASTAL INS CORP 458.0 $5K +360.0 +367.4% $11.10
3152 INNV INNOVAGE HLDG CORP Healthcare 427.0 $5K +393.0 +1155.9% $11.85 -7.0%
3153 RWX SPDR INDEX SHS FDS 186.0 $5K +21.0 +12.7% $27.01 +3.1%
3154 CRON CRONOS GROUP INC Healthcare 1,804.0 $5K +225.0 +14.2% $2.78 +22.6%
3155 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 7,163.0 $5K +7K +5771.3% $0.69 -1.8%
3156 BV FINL INC 229.0 $5K +228.0 +10000.0% $21.18
3157 BRIDGER AEROSPACE GRP HLDGS 2,491.0 $5K +34.0 +1.4% $1.92
3158 SBFG SB FINL GROUP INC Financial Services 187.0 $5K +182.0 +3640.0% $25.27 +10.3%
3159 NEON NEONODE INC Technology 4,885.0 $5K +5K +10000.0% $0.94 -4.7%
3160 PALLADYNE AI CORP 741.0 $5K +654.0 +751.7% $6.08
Page 158 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%