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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 55 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HBR CANARY CAPITAL GROUP LLX 732.0 $7K NEW $9.48 +15.3%
1082 INHIBRX BIOSCIENCES INC 73.0 $7K NEW $94.75
1083 PCF HIGH INCOME SECS FD Financial Services 1,264.0 $7K NEW $5.47 -1.1%
1084 VSEC VSE CORP Industrials 30.0 $7K NEW $228.50 -5.0%
1085 TITAN ACQUISITION CORP 10,511.0 $7K NEW $0.65
1086 SMP STANDARD MTR PRODS INC Consumer Cyclical 175.0 $7K NEW $38.97 -3.9%
1087 DWX SPDR INDEX SHS FDS 148.0 $7K NEW $45.97 +5.3%
1088 LAFAYETTE ACQUISITION CORP 93,760.0 $7K NEW $0.07
1089 CVLG COVENANT LOGISTICS GROUP INC Industrials 151.0 $7K NEW $44.18 -21.3%
1090 PMTS CPI CARD GROUP INC Financial Services 320.0 $7K NEW $20.78 +38.8%
1091 KIDS ORTHOPEDIATRICS CORP Healthcare 347.0 $7K NEW $19.13 +27.5%
1092 UFPT UFP TECHNOLOGIES INC Healthcare 25.0 $7K NEW $265.16 +15.2%
1093 BLUEROCK ACQUISITION CORP 18,932.0 $7K NEW $0.35
1094 ALCO ALICO INC Consumer Defensive 160.0 $7K NEW $41.37 -0.6%
1095 FCAP FIRST CAP INC Financial Services 102.0 $7K NEW $64.64 -4.6%
1096 RSST TIDAL TRUST II 200.0 $7K NEW $32.69 +2.0%
1097 SANUWAVE HEALTH INC 646.0 $6K NEW $10.00
1098 IMSR TERRESTRIAL ENERGY INC Energy 903.0 $6K NEW $7.08 -21.3%
1099 TARA PROTARA THERAPEUTICS INC Healthcare 1,671.0 $6K NEW $3.82 +2.8%
1100 JHMM JOHN HANCOCK EXCHANGE TRADED 85.0 $6K NEW $74.96 +0.9%
Page 55 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%