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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 177 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 NFTY FIRST TR EXCH TRD ALPHDX FD 680.0 $37K -204.0 -23.1% $53.80 +0.8%
3522 HFWA HERITAGE FINL CORP WASH Financial Services 1,235.0 $37K +1K +546.6% $29.62 -3.2%
3523 LRMR LARIMAR THERAPEUTICS INC Healthcare 11,988.0 $37K +12K +7535.7% $3.05 +31.5%
3524 NPO ENPRO INC Industrials 97.0 $37K -15.0 -13.4% $376.93 -20.7%
3525 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 1,807.0 $36K +2K +2911.7% $20.18 +9.1%
3526 BKD BROOKDALE SR LIVING INC Healthcare 2,266.0 $36K NEW $16.09 -27.2%
3527 IZRL ARK ETF TR 1,200.0 $36K +400.0 +50.0% $30.38 -3.2%
3528 OCUL OCULAR THERAPEUTIX INC Healthcare 3,709.0 $36K +3K +637.4% $9.82 +5.5%
3529 SLI STANDARD LITHIUM CORP Basic Materials 13,200.0 $36K NEW $2.75 -7.3%
3530 ADAMM ADAMAS TRUST INC. 3,867.0 $36K NEW $9.38
3531 HNI HNI CORP Industrials 897.0 $36K +743.0 +482.5% $40.41 +21.6%
3532 MLR MILLER INDS INC TENN Consumer Cyclical 707.0 $36K +552.0 +356.1% $51.15 +10.9%
3533 PCM PCM FD INC Financial Services 6,480.0 $36K NEW $5.58 -3.2%
3534 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 10,808.0 $36K +11K +5277.1% $3.34 -12.3%
3535 IBLC ISHARES TR 750.0 $36K NEW $48.13 -7.0%
3536 CURB CURBLINE PPTYS CORP Real Estate 1,184.0 $36K NEW $30.40 -1.3%
3537 HCKT HACKETT GROUP INC Technology 3,341.0 $36K +3K +420.4% $10.77 +5.3%
3538 HIGHLAND OPPS &INCOME FD 5,044.0 $36K NEW $7.13
3539 TUHURA BIOSCIENCES INC 15,344.0 $36K +15K +5824.3% $2.34
3540 AKRE PROFESIONALLY MANAGED PORTFO 675.0 $36K -1K -62.6% $53.19 +16.3%
Page 177 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%