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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 77 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 CARDLYTICS INC 2.0 $9.0 NEW $4.50
1522 ANY SPHERE 3D CORP NEW Technology 2.0 $6.0 NEW $3.00 -13.0%
1523 COHEN &STEERS QUALITY INCOM 376.0 $6.0 NEW $0.02
1524 GEG GREAT ELM GROUP INC Healthcare 2.0 $5.0 NEW $2.50 -14.0%
1525 AYTU BIOPHARMA INC 2.0 $4.0 NEW $2.00
1526 RENT THE RUNWAY INC 1.0 $3.0 NEW $3.00
1527 UAVS AGEAGLE AERIAL SYS INC NEW Technology 2.0 $2.0 NEW $1.00 +1.0%
1528 CBDMD INC 1.0 $1.0 NEW $1.00
Page 77 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%