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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 69 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 YMM FULL TRUCK ALLIANCE CO LTD Technology 134.0 $1K NEW $8.12 +3.8%
1362 MTLS MATERIALISE NV Technology 144.0 $1K NEW $7.43 -10.0%
1363 CBK COMMERCIAL BANCGROUP INC Financial Services 33.0 $1K NEW $32.30 +5.0%
1364 POMDOCTOR LTD 722.0 $1K NEW $1.45
1365 DDI DOUBLEDOWN INTERACTIVE CO LT Technology 91.0 $1K NEW $11.48 +11.4%
1366 RLGT RADIANT LOGISTICS INC Industrials 110.0 $1K NEW $9.46 -10.9%
1367 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 184.0 $1K NEW $5.61 +17.1%
1368 RCMT RCM TECHNOLOGIES INC Industrials 36.0 $1K NEW $28.22 +45.7%
1369 LESL LESLIES INC Consumer Cyclical 100.0 $1K NEW $10.15 -94.3%
1370 ESOA ENERGY SERVICES OF AMER CORP Industrials 52.0 $1K NEW $19.33 -40.3%
1371 VLLU HARBOR ETF TRUST 38.0 $1K NEW $26.39 +2.1%
1372 ETF OPPORTUNITIES TRUST 100.0 $993.0 NEW $9.93
1373 NEWHOLD INVTS CORP IV 1,732.0 $987.0 NEW $0.57
1374 ENZL ISHARES TR 22.0 $986.0 NEW $44.82 +8.3%
1375 TECNOGLASS INC 21.0 $983.0 NEW $46.81
1376 MELAR ACQUISITION CORP. I 7,500.0 $978.0 NEW $0.13
1377 SIEB SIEBERT FINL CORP Financial Services 576.0 $951.0 NEW $1.65 +27.8%
1378 ANDG ANDERSEN GROUP INC Consumer Cyclical 25.0 $943.0 NEW $37.72 +32.5%
1379 KORP AMERICAN CENTY ETF TR 20.0 $937.0 NEW $46.85 -2.0%
1380 DERM JOURNEY MED CORP Healthcare 131.0 $928.0 NEW $7.08 +11.7%
Page 69 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%