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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 10 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AQMS AQUA METALS INC Industrials 1,295.0 $4K -45.0 -3.4% $2.89 -3.1%
182 DC DAKOTA GOLD CORP Basic Materials 834.0 $4K -107.0 -11.4% $4.26 +45.1%
183 BBD BANCO BRADESCO S A Financial Services 968.0 $3K -138.0 -12.5% $3.47 -9.2%
184 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 293.0 $3K -544.0 -65.0% $11.20 +13.1%
185 SKYW SKYWEST INC Industrials 29.0 $3K -79.0 -73.2% $99.31 +2.4%
186 NAGE NIAGEN BIOSCIENCE INC Healthcare 773.0 $2K -163.0 -17.4% $3.19 +0.6%
187 IEP ICAHN ENTERPRISES LP Industrials 339.0 $2K -43.0 -11.3% $7.21 -6.5%
188 LGN LEGENCE CORP Industrials 24.0 $2K -40.0 -62.5% $85.21 -33.8%
189 SPXL DIREXION SHARES ETF TRUST 7.0 $2K -24.0 -77.4% $275.86 +3.0%
190 GDOT GREEN DOT CORP Financial Services 135.0 $2K -217.0 -61.6% $13.51 -0.7%
191 CLFD CLEARFIELD INC Technology 33.0 $1K -38.0 -53.5% $39.79 -31.6%
192 SCHY SCHWAB STRATEGIC TR 34.0 $1K -12K -99.7% $31.82 +5.7%
193 OPY OPPENHEIMER HLDGS INC Financial Services 8.0 $845.0 -94.0 -92.2% $105.62 +9.6%
194 SSTK SHUTTERSTOCK INC Communication Services 58.0 $809.0 -518.0 -89.9% $13.95 -61.6%
195 VNET VNET GROUP INC Technology 96.0 $772.0 -99.0 -50.8% $8.04 -19.5%
196 MIAMI INTL HLDGS INC 19.0 $706.0 -67.0 -77.9% $37.16
197 NUAI NEW ERA ENERGY & DIGITAL INC Energy 103.0 $658.0 -1K -90.7% $6.39 -24.6%
198 CMBS ISHARES TR 13.0 $633.0 -28.0 -68.3% $48.69 -0.7%
199 RLX RLX TECHNOLOGY INC SPONSORED ADS Consumer Defensive 325.0 $618.0 -2K -86.2% $1.90 -4.8%
200 GLDW ROUNDHILL ETF TRUST Financial Services 14.0 $585.0 -425.0 -96.8% $41.79 +11.3%
Page 10 of 11  ·  216 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%