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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 181 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3601 BCTK BARON ETF TR 1,027.0 $33K +540.0 +110.9% $32.48 -8.1%
3602 LIBERTY MEDIA CORP DEL 380.0 $33K +266.0 +233.3% $87.54
3603 TEM TEMPUS AI INC Healthcare 571.0 $33K NEW $57.93 +10.5%
3604 ORRF ORRSTOWN FINL SVCS INC Financial Services 810.0 $33K +715.0 +752.6% $40.83 +2.8%
3605 TMSL T ROWE PRICE EXCHANGE-TRADED 753.0 $33K $43.84 -2.3%
3606 PLMR PALOMAR HLDGS INC Financial Services 261.0 $33K +167.0 +177.7% $126.39 +4.1%
3607 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 215.0 $33K $153.42 -4.2%
3608 TRDA ENTRADA THERAPEUTICS INC Healthcare 4,478.0 $33K +4K +387.3% $7.36 -4.9%
3609 HWKN HAWKINS INC Basic Materials 231.0 $33K +152.0 +192.4% $142.10 -15.3%
3610 LTBR LIGHTBRIDGE CORP Industrials 3,731.0 $33K NEW $8.79 -14.1%
3611 HUMA HUMACYTE INC Healthcare 41,899.0 $33K +38K +917.0% $0.78 -16.7%
3612 IMKTA INGLES MKTS INC Consumer Defensive 369.0 $33K +339.0 +1130.0% $88.58 -7.3%
3613 QTRX QUANTERIX CORP Healthcare 7,558.0 $33K NEW $4.32 -38.9%
3614 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 3,675.0 $33K NEW $8.87 -6.0%
3615 PKBK PARKE BANCORP INC Financial Services 982.0 $33K +964.0 +5355.6% $33.16 +2.5%
3616 QSI QUANTUM SI INC Healthcare 36,790.0 $33K +35K +2597.2% $0.89 -11.9%
3617 KRUS KURA SUSHI USA INC Consumer Cyclical 565.0 $33K +509.0 +908.9% $57.56 -17.5%
3618 AVLC AMERICAN CENTY ETF TR 361.0 $33K NEW $90.05 +1.7%
3619 GTN GRAY MEDIA INC Communication Services 8,172.0 $32K +8K +2361.4% $3.97 +21.7%
3620 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,896.0 $32K NEW $17.10 +3.1%
Page 181 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%