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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 48 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WRN WESTERN COPPER &GOLD CORP Basic Materials 6,000.0 $13K NEW $2.24 +17.0%
942 JVA COFFEE HLDG CO INC Consumer Defensive 4,000.0 $13K NEW $3.34 +3.6%
943 BIOA BIOAGE LABS INC Healthcare 542.0 $13K NEW $24.51 -58.8%
944 SB SAFE BULKERS INC Industrials 2,094.0 $13K NEW $6.31 +37.9%
945 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 2,500.0 $13K NEW $5.27 +4.0%
946 KRSP RICE ACQUISITION CORP 3 Financial Services 1,212.0 $13K NEW $10.71 -0.6%
947 PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 528.0 $13K NEW $24.51 -2.7%
948 BKKT BAKKT INC Technology 1,652.0 $13K NEW $7.81 +10.5%
949 HBM HUDBAY MINERALS INC Basic Materials 542.0 $13K NEW $23.61 +30.4%
950 CWCO CONSOLIDATED WATER CO INC Utilities 431.0 $13K NEW $29.50 +2.1%
951 TBBK BANCORP INC DEL Financial Services 202.0 $13K NEW $62.64 +6.9%
952 WGMI VALKYRIE ETF TRUST II 200.0 $13K NEW $63.07 -25.9%
953 BKV BKV CORP Energy 460.0 $13K NEW $27.36 -12.1%
954 CMPX COMPASS THERAPEUTICS INC Healthcare 5,725.0 $13K NEW $2.19 +15.5%
955 FORTRESS BIOTECH INC 4,086.0 $13K NEW $3.06
956 AKTS AKTIS ONCOLOGY INC Healthcare 385.0 $12K NEW $32.23 -17.2%
957 KRO KRONOS WORLDWIDE INC Basic Materials 1,958.0 $12K NEW $6.33 +40.7%
958 PDEX PRO-DEX INC COLO Healthcare 211.0 $12K NEW $58.55 +11.4%
959 EOSE EOS ENERGY ENTERPRISES INC Industrials 2,095.0 $12K NEW $5.88 -39.8%
960 STOK STOKE THERAPEUTICS INC Healthcare 373.0 $12K NEW $32.72 +2.3%
Page 48 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%