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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 163 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 BEEP MOBILE INFRASTRUCTURE CORP Real Estate 434.0 $599.0 +423.0 +3845.4% $1.38 +107.9%
3242 CV CAPSOVISION INC Healthcare 79.0 $598.0 +78.0 +7800.0% $7.57 -23.0%
3243 SBC MED GROUP HLDGS INC 187.0 $576.0 +168.0 +884.2% $3.08
3244 SMRT SMARTRENT INC Technology 435.0 $518.0 +356.0 +450.6% $1.19 +17.6%
3245 STRW STRAWBERRY FIELDS REIT INC Real Estate 37.0 $509.0 +31.0 +516.7% $13.76 +1.1%
3246 VGAS VERDE CLEAN FUELS INC Utilities 472.0 $481.0 +466.0 +7766.7% $1.02 +34.4%
3247 CANOPY GROWTH CORPORATION 496.0 $473.0 +488.0 +6100.0% $0.95
3248 CD CHAINCE DIGITAL HOLDINGS INC Technology 102.0 $446.0 +94.0 +1175.0% $4.37 -21.3%
3249 VHI VALHI INC NEW Basic Materials 30.0 $440.0 +25.0 +500.0% $14.67 +23.4%
3250 PROK PROKIDNEY CORP Healthcare 184.0 $375.0 +123.0 +201.6% $2.04 -21.0%
3251 WOLF WOLFSPEED INC Technology 7.0 $338.0 +6.0 +600.0% $48.29 -48.7%
3252 AURORA CANNABIS INC 114.0 $318.0 +13.0 +12.9% $2.79
3253 LWLG LIGHTWAVE LOGIC INC Basic Materials 30.0 $284.0 +10.0 +50.0% $9.47 -38.6%
3254 OCGN OCUGEN INC Healthcare 169.0 $259.0 +67.0 +65.7% $1.53 -11.3%
3255 OPENDOOR TECHNOLOGIES INC 444.0 $221.0 +385.0 +652.5% $0.50
3256 TWFG INC 9.0 $216.0 +6.0 +200.0% $24.00
3257 GPUS HYPERSCALE DATA INC Industrials 1,496.0 $211.0 +1K +405.4% $0.14 -36.2%
3258 AQUABOUNTY TECHNOLOGIES INC 190.0 $205.0 +189.0 +10000.0% $1.08
3259 SNDL INC 130.0 $176.0 +47.0 +56.6% $1.35
3260 CIX COMPX INTL INC Industrials 6.0 $149.0 +5.0 +500.0% $24.83 +26.3%
Page 163 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%