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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 65 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 HELO J P MORGAN EXCHANGE TRADED F 30.0 $2K NEW $67.57 +2.6%
1282 KATAPULT HOLDINGS INC 300.0 $2K NEW $6.61
1283 STRT STRATTEC SEC CORP Consumer Cyclical 24.0 $2K NEW $81.46 -4.7%
1284 NPCE NEUROPACE INC Healthcare 122.0 $2K NEW $15.89 -12.0%
1285 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 299.0 $2K NEW $6.46 -4.4%
1286 UFO PROCURE ETF TRUST II 38.0 $2K NEW $50.74 -12.0%
1287 VIOO VANGUARD S&P SMALL-CAP 600 ETF 14.0 $2K NEW $137.57 -1.1%
1288 KENSINGTON CAP ACQUISITION 1,662.0 $2K NEW $1.15
1289 ELA ENVELA CORP Consumer Cyclical 66.0 $2K NEW $28.88 -51.0%
1290 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 82.0 $2K NEW $23.21 +18.3%
1291 ESCA ESCALADE INC Consumer Cyclical 101.0 $2K NEW $18.78 +11.8%
1292 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 102.0 $2K NEW $18.48 +0.5%
1293 OXSQ OXFORD SQUARE CAP CORP Financial Services 1,428.0 $2K NEW $1.32 +5.3%
1294 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 64.0 $2K NEW $28.72 -42.7%
1295 CRDL CARDIOL THERAPEUTICS INC Healthcare 1,724.0 $2K NEW $1.06 +75.4%
1296 GPCR STRUCTURE THERAPEUTICS INC Healthcare 34.0 $2K NEW $53.68 -8.7%
1297 HENNESSY CAP INVT CORP VII 4,650.0 $2K NEW $0.39
1298 GSM FERROGLOBE PLC Basic Materials 567.0 $2K NEW $3.18 +27.3%
1299 SION SIONNA THERAPEUTICS INC Healthcare 41.0 $2K NEW $44.00 -87.3%
1300 OPBK OP BANCORP Financial Services 119.0 $2K NEW $14.99 +2.3%
Page 65 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%