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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 184 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 WMK WEIS MKTS INC Consumer Defensive 395.0 $31K +377.0 +2094.4% $78.31 -9.1%
3662 FET FORUM ENERGY TECHNOLOGIES IN Energy 615.0 $31K +538.0 +698.7% $50.23 +60.5%
3663 SMTI SANARA MEDTECH INC Healthcare 1,307.0 $31K NEW $23.59 +46.5%
3664 REPOSITRAK INC 3,399.0 $31K NEW $9.00
3665 NATL NCR ATLEOS CORPORATION Technology 704.0 $31K $43.41 +6.6%
3666 BCH BANCO DE CHILE Financial Services 768.0 $31K +538.0 +233.9% $39.76 +4.7%
3667 GLOB GLOBANT S A Technology 1,050.0 $30K +635.0 +153.0% $28.94 +40.0%
3668 GALAXY DIGITAL INC. 1,111.0 $30K +523.0 +89.0% $27.34
3669 CRMT AMERICAS CAR-MART INC Consumer Cyclical 10,884.0 $30K NEW $2.79 -14.7%
3670 RGEN REPLIGEN CORP Healthcare 222.0 $30K NEW $136.44 +29.2%
3671 EQL ALPS ETF TR 600.0 $30K NEW $50.45 +3.2%
3672 IIIN INSTEEL INDS INC Industrials 1,002.0 $30K +991.0 +9009.1% $30.20 +1.0%
3673 COFS CHOICEONE FINANCIA Financial Services 890.0 $30K +868.0 +3945.4% $34.00 -1.9%
3674 GLPG LAKEFRONT BIOTHERAPEUTICS NV Healthcare 1,009.0 $30K +135.0 +15.4% $29.98 -6.7%
3675 MIRM MIRUM PHARMACEUTICALS INC Healthcare 258.0 $30K NEW $117.07 -16.8%
3676 BARNES &NOBLE ED INC 2,403.0 $30K NEW $12.56
3677 FPH FIVE POINT HOLDINGS LLC Real Estate 5,720.0 $30K +3K +111.8% $5.27 -3.0%
3678 PERSHING SQUARE USA LTD 800.0 $30K NEW $37.38
3679 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 17,775.0 $30K +16K +733.3% $1.68 -16.7%
3680 ASC ARDMORE SHIPPING CORP Industrials 2,130.0 $30K +2K +895.3% $14.01 +23.9%
Page 184 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%