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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 189 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3761 IMTM ISHARES TR 501.0 $27K $53.33 -0.0%
3762 XENE XENON PHARMACEUTICALS INC Healthcare 441.0 $27K NEW $60.36 -0.6%
3763 TLSI TRISALUS LIFE SCIENCES INC Healthcare 5,847.0 $27K +2K +46.0% $4.55 +6.2%
3764 FIP FTAI INFRASTRUCTURE INC Industrials 5,724.0 $27K +6K +10000.0% $4.64 -23.1%
3765 MEC MAYVILLE ENGR CO INC Industrials 709.0 $27K NEW $37.46 -48.4%
3766 BBCA J P MORGAN EXCHANGE TRADED F 267.0 $26K +116.0 +76.8% $99.21 +7.2%
3767 FSUN FIRSTSUN CAP BANCORP Financial Services 683.0 $26K +622.0 +1019.7% $38.78 +3.3%
3768 CIM CHIMERA INVT CORP Real Estate 1,985.0 $26K +1K +228.1% $13.34 -13.8%
3769 DBI DESIGNER BRANDS INC Consumer Cyclical 4,528.0 $26K NEW $5.83 -5.8%
3770 OSUR ORASURE TECHNOLOGIES INC Healthcare 5,919.0 $26K +6K +9603.3% $4.46 -19.3%
3771 OPCH OPTION CARE HEALTH INC Healthcare 1,253.0 $26K +927.0 +284.4% $20.97 +14.0%
3772 CDXS CODEXIS INC Healthcare 11,607.0 $26K +11K +3756.2% $2.26 -29.6%
3773 SCHWAB STRATEGIC TR 1,030.0 $26K NEW $25.42
3774 ATLANTA BRAVES HLDGS INC 504.0 $26K +462.0 +1100.0% $51.90
3775 ORC ORCHID IS CAP INC Real Estate 3,749.0 $26K NEW $6.97 -4.0%
3776 INTU CALL INTUIT Technology 100.0 $26K NEW $261.00 +37.2%
3777 EQPT EQUIPMENTSHARE COM INC Industrials 1,317.0 $26K +828.0 +169.3% $19.65 -9.9%
3778 NECB NORTHEAST CMNTY BANCORP INC Financial Services 933.0 $26K +820.0 +725.7% $27.74 -4.7%
3779 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 494.0 $26K NEW $52.37 -16.3%
3780 GEMI GEMINI SPACE STA INC Financial Services 6,069.0 $26K +6K +2696.8% $4.26 +0.9%
Page 189 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%