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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 44 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 OMER OMEROS CORP Healthcare 1,919.0 $18K NEW $9.51 +93.9%
862 RWT REDWOOD TRUST INC Real Estate 3,839.0 $18K NEW $4.74 -1.6%
863 OLMA OLEMA PHARMACEUTICALS INC Healthcare 1,445.0 $18K NEW $12.51 -13.1%
864 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 1,064.0 $18K NEW $16.96 -7.6%
865 COLUMBUS CIRCLE CAP CORP II 1,700.0 $18K NEW $10.58
866 AVSU AMERICAN CENTY ETF TR 203.0 $18K NEW $88.36 +1.2%
867 LFMD LIFEMD INC Healthcare 4,327.0 $18K NEW $4.13 -21.3%
868 PKW INVESCO EXCHANGE TRADED FD T 126.0 $18K NEW $141.67 +6.8%
869 GOSS GOSSAMER BIO INC Healthcare 108,204.0 $18K NEW $0.16 +12.3%
870 RF ACQUISITION CORP III 1,800.0 $18K NEW $9.88
871 METALLUS INC 949.0 $18K NEW $18.69
872 PXI INVESCO EXCHANGE TRADED FD T 320.0 $18K NEW $55.06 +14.0%
873 NRIX NURIX THERAPEUTICS INC Healthcare 722.0 $18K NEW $24.26 +9.8%
874 APEX TREAS CORP 1,740.0 $17K NEW $10.05
875 SCCO PUT SOUTHERN COPPER CORP Basic Materials 100.0 $17K NEW $174.26 +22.8%
876 MATW MATTHEWS INTL CORP Industrials 645.0 $17K NEW $26.92 -20.2%
877 TSSI TSS INC DEL Technology 1,406.0 $17K NEW $12.30 -29.9%
878 ALTG ALTA EQUIPMENT GROUP INC Industrials 2,665.0 $17K NEW $6.47 -5.3%
879 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 202.0 $17K NEW $84.79 -7.5%
880 MEME ROUNDHILL ETF TRUST 1,748.0 $17K NEW $9.63 -18.0%
Page 44 of 77  ·  1,528 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%