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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 152 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 NVAX NOVAVAX INC Healthcare 7,261.0 $68K +7K +4049.1% $9.42 -1.7%
3022 INFINITY NAT RES INC 5,380.0 $68K +5K +5877.8% $12.70
3023 UUUU ENERGY FUELS INC Energy 4,712.0 $68K +2K +61.8% $14.50 +1.2%
3024 JELD JELD-WEN HLDG INC Industrials 45,488.0 $68K NEW $1.50 +68.7%
3025 STGW STAGWELL INC Communication Services 9,177.0 $68K +8K +1005.7% $7.43 +17.6%
3026 RXRX RECURSION PHARMACEUTICALS IN Healthcare 18,444.0 $68K +17K +863.1% $3.67 -9.0%
3027 CVRX CVRX INC Healthcare 13,169.0 $68K +2K +14.8% $5.14 -42.6%
3028 TMP TOMPKINS FINL CORP Financial Services 716.0 $68K +674.0 +1604.8% $94.52 +3.5%
3029 TPLC TIMOTHY PLAN 1,343.0 $68K +426.0 +46.5% $50.35 +1.2%
3030 XTJL INNOVATOR ETFS TRUST 1,643.0 $68K -200.0 -10.8% $41.13 +2.8%
3031 TALO TALOS ENERGY INC Energy 5,226.0 $67K +5K +1016.7% $12.91 +29.1%
3032 RNAC CARTESIAN THERAPEUTICS INC Healthcare 6,475.0 $67K +6K +10000.0% $10.42 -7.9%
3033 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 938.0 $67K NEW $71.86 -0.2%
3034 AVGE AMERICAN CENTY ETF TR 680.0 $67K +547.0 +411.3% $99.04 +2.4%
3035 OM OUTSET MED INC Healthcare 15,582.0 $67K +15K +10000.0% $4.32 -8.8%
3036 PUK PRUDENTIAL PLC Financial Services 2,507.0 $67K -591.0 -19.1% $26.81 +3.1%
3037 WAFD WAFD INC Financial Services 1,749.0 $67K +2K +1843.3% $38.37 -5.9%
3038 PROSHARES TR II 1,916.0 $67K NEW $35.02
3039 TLN TALEN ENERGY CORP Utilities 174.0 $67K -23.0 -11.7% $384.27 -22.9%
3040 FC FRANKLIN COVEY CO Industrials 2,723.0 $67K +2K +616.6% $24.53 -17.0%
Page 152 of 261  ·  5,206 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%