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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 75 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 LAUNCH TWO ACQUISITION CORP. 500.0 $173.0 NEW $0.35
1482 PRESIDIO PPTY TR INC 11,342.0 $165.0 NEW $0.01
1483 MOZAYYX ACQUISITION CORP 227.0 $159.0 NEW $0.70
1484 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 3.0 $150.0 NEW $50.00 -13.1%
1485 ALTO ALTO INGREDIENTS INC Basic Materials 25.0 $143.0 NEW $5.72 -26.7%
1486 YMAG TIDAL TRUST II 12.0 $142.0 NEW $11.83 -5.9%
1487 HYCROFT MINING HOLDING CORP 6.0 $140.0 NEW $23.33
1488 MANU MANCHESTER UTD PLC NEW Communication Services 6.0 $138.0 NEW $23.00 +3.0%
1489 DAMORA THERAPEUTICS INC 5.0 $130.0 NEW $26.00
1490 XOMA XOMA ROYALTY CORPORATION Healthcare 3.0 $128.0 NEW $42.67 -5.9%
1491 RSEE COLLABORATIVE INVESTMNT SER 3.0 $119.0 NEW $39.67 -1.1%
1492 AREN THE ARENA GROUP HOLDINGS INC Communication Services 136.0 $113.0 NEW $0.83 +14.6%
1493 INOVIO PHARMACEUTICALS INC 103.0 $113.0 NEW $1.10
1494 MOBX MOBIX LABS INC Technology 52.0 $109.0 NEW $2.10 -43.7%
1495 ESPR ESPERION THERAPEUTICS INC NE Healthcare 34.0 $107.0 NEW $3.15 +1.0%
1496 TEO TELECOM ARGENTINA SA Communication Services 8.0 $104.0 NEW $13.00 +4.2%
1497 PERASO INC 111.0 $101.0 NEW $0.91
1498 COLLABORATIVE INVESTMNT SER 4.0 $100.0 NEW $25.00
1499 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 20.0 $93.0 NEW $4.65 -34.2%
1500 AELUMA INC 4.0 $88.0 NEW $22.00
Page 75 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%