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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 173 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 7,802.0 $41K +8K +10000.0% $5.21 -32.6%
3442 NGEN NERVGEN PHARMA CORP Healthcare 19,727.0 $41K +2K +9.4% $2.06 +10.7%
3443 PCB PCB BANCORP Financial Services 1,431.0 $41K +1K +10000.0% $28.37 -3.1%
3444 USNA USANA HEALTH SCIENCES INC Consumer Defensive 1,901.0 $41K +2K +1966.3% $21.35 -34.2%
3445 TPB TURNING PT BRANDS INC Consumer Defensive 478.0 $41K -257.0 -35.0% $84.82 -1.1%
3446 CCNE CNB FINL CORP PA Financial Services 1,202.0 $41K +1K +2125.9% $33.71 +0.9%
3447 DNN DENISON MINES CORP Energy 13,238.0 $41K +12K +1075.7% $3.06 +10.8%
3448 PVH PVH CORPORATION Consumer Cyclical 545.0 $40K NEW $74.26 +2.1%
3449 TLK TELEKOMUNIKASI IND Communication Services 3,009.0 $40K +3K +702.4% $13.43 +8.6%
3450 FRMI FERMI INC Utilities 4,406.0 $40K +4K +885.7% $9.16 -45.4%
3451 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 2,071.0 $40K +2K +10000.0% $19.47 -23.0%
3452 ALX ALEXANDERS INC Real Estate 146.0 $40K NEW $275.56 -1.9%
3453 EATON VANCE TAX-MANAGED BUY- 2,700.0 $40K NEW $14.88
3454 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 2,235.0 $40K +741.0 +49.6% $17.96 +93.4%
3455 UTMD UTAH MED PRODS INC Healthcare 581.0 $40K +557.0 +2320.8% $68.98 +5.5%
3456 GNR SPDR INDEX SHS FDS 595.0 $40K +486.0 +445.9% $67.35 +15.5%
3457 MDXG MIMEDX GROUP INC Healthcare 10,404.0 $40K +6K +161.4% $3.85 +16.9%
3458 FDUS FIDUS INVT CORP Financial Services 2,100.0 $40K NEW $19.07 +3.3%
3459 SOC CALL SABLE OFFSHORE CORP Energy 13,000.0 $40K NEW $3.08 +45.8%
3460 KBR KBR INC Industrials 1,159.0 $40K -450.0 -28.0% $34.51 +10.2%
Page 173 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%