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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 68 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 LIFECORE BIOMEDICAL INC 246.0 $1K NEW $5.25
1342 BCYC BICYCLE THERAPEUTICS PLC Healthcare 304.0 $1K NEW $4.24 +2.1%
1343 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 90.0 $1K NEW $14.29 +14.1%
1344 JCAP JEFFERSON CAPITAL INC Financial Services 64.0 $1K NEW $19.47 +13.6%
1345 KZIA KAZIA THERAPEUTICS LTD Healthcare 87.0 $1K NEW $14.08 -6.3%
1346 SIM ACQUISITION CORP. I 4,880.0 $1K NEW $0.25
1347 WNEB WESTERN NEW ENG BANCORP INC Financial Services 85.0 $1K NEW $14.31 -2.9%
1348 PONY AI INC 174.0 $1K NEW $6.95
1349 VOX ROYALTY CORP 253.0 $1K NEW $4.73
1350 PALC PACER FDS TR 20.0 $1K NEW $59.75 -2.5%
1351 KFS KINGSWAY CORP Consumer Cyclical 114.0 $1K NEW $10.42 +1.2%
1352 ADCT ADC THERAPEUTICS SA Healthcare 1,104.0 $1K NEW $1.07 -9.8%
1353 PERIMETER ACQUISITION CORP I 1,300.0 $1K NEW $0.90
1354 SRFM SURF AIR MOBILITY INC Industrials 1,000.0 $1K NEW $1.16 -43.2%
1355 OBE OBSIDIAN ENERGY LTD Energy 142.0 $1K NEW $8.13 +41.6%
1356 HNRG HALLADOR ENERGY COMPANY Energy 66.0 $1K NEW $17.39 -8.2%
1357 VALU VALUE LINE INC Financial Services 28.0 $1K NEW $40.46 -7.1%
1358 PIONEER ACQUISITION I CORP 5,250.0 $1K NEW $0.22
1359 CRVS CORVUS PHARMACEUTICALS INC Healthcare 75.0 $1K NEW $14.95 -5.7%
1360 SBET SHARPLINK INC Financial Services 230.0 $1K NEW $4.80 +72.3%
Page 68 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%