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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 64 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SFBC SOUND FINL BANCORP INC Financial Services 53.0 $2K NEW $43.11 +9.7%
1262 TVGN TEVOGEN BIO HLDGS INC Healthcare 401.0 $2K NEW $5.66 +20.4%
1263 OXLC OXFORD LANE CAP CORP Financial Services 258.0 $2K NEW $8.76 +8.8%
1264 IEV ISHARES TR 31.0 $2K NEW $72.84 +4.2%
1265 RAPP RAPPORT THERAPEUTICS INC Healthcare 54.0 $2K NEW $41.69 +18.3%
1266 MSOS ADVISORSHARES TR 440.0 $2K NEW $5.08 -3.8%
1267 ENLIGHT RENEWABLE ENERGY LTD 25.0 $2K NEW $89.04
1268 XRPC CANARY XRP ETF 200.0 $2K NEW $11.08 +42.3%
1269 RMNI RIMINI STR INC DEL Technology 520.0 $2K NEW $4.26 +22.3%
1270 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 168.0 $2K NEW $13.12 -3.0%
1271 LYTS LSI INDS INC OHIO Technology 82.0 $2K NEW $26.59 -26.3%
1272 CADL CANDEL THERAPEUTICS INC Healthcare 211.0 $2K NEW $10.30 +24.9%
1273 VIRC VIRCO MFG CO Consumer Cyclical 353.0 $2K NEW $6.14 -2.4%
1274 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 50.0 $2K NEW $42.76 -48.5%
1275 HWBK HAWTHORN BANCSHARES INC Financial Services 54.0 $2K NEW $39.30 -0.6%
1276 DIREXION SHARES ETF TRUST DAILY S&P OIL & 396.0 $2K NEW $5.35
1277 IB ACQUISITION CORP 18,220.0 $2K NEW $0.12
1278 NATIONAL CINEMEDIA INC 549.0 $2K NEW $3.80
1279 COMSTOCK INC 500.0 $2K NEW $4.16
1280 EWTX EDGEWISE THERAPEUTICS INC Healthcare 51.0 $2K NEW $40.63 +10.1%
Page 64 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%