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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 191 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 TIDAL TRUST II 846.0 $25K NEW $29.57
3802 FPI FARMLAND PARTNERS INC Real Estate 2,581.0 $25K +3K +10000.0% $9.68 +5.9%
3803 TECX TECTONIC THERAPEUTIC INC Healthcare 725.0 $25K NEW $34.38 +3.6%
3804 BME BLACKROCK HEALTH SCIENCES TR Financial Services 579.0 $25K +100.0 +20.9% $42.95 +6.8%
3805 NGVT INGEVITY CORP Basic Materials 333.0 $25K +211.0 +172.9% $74.67 -7.0%
3806 SIZZLE ACQUISITION CORP. II 2,400.0 $25K NEW $10.36
3807 BORR DRILLING LTD 6,020.0 $25K NEW $4.13
3808 CEG CALL CONSTELLATION ENERGY CORP Utilities 100.0 $25K NEW $248.37 +11.4%
3809 FLBR FRANKLIN TEMPLETON ETF TR 1,160.0 $25K NEW $21.41 +2.7%
3810 TELIX PHARMACEUTICAL LTD 2,152.0 $25K +2K +1621.6% $11.53
3811 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 970.0 $25K NEW $25.55 +1.6%
3812 FSBW FS BANCORP INC Financial Services 571.0 $25K +511.0 +851.7% $43.40 -1.3%
3813 NVEC NVE CORP Technology 237.0 $25K NEW $104.55 -3.5%
3814 PFIS PEOPLES FINL SVCS CORP Financial Services 373.0 $25K +316.0 +554.4% $66.37 +4.9%
3815 CXT CRANE NXT CO Industrials 483.0 $25K NEW $51.16 -2.0%
3816 U HAUL HOLDING COMPANY 427.0 $25K +349.0 +447.4% $57.70
3817 KE KIMBALL ELECTRONICS INC Industrials 961.0 $25K +802.0 +504.4% $25.60 -8.4%
3818 PINE ALPINE INCOME PPTY TR INC Real Estate 1,181.0 $25K +1K +10000.0% $20.76 -5.9%
3819 TSEM TOWER SEMICONDUCTOR LTD Technology 94.0 $24K NEW $260.64 -20.2%
3820 TU TELUS CORPORATION Communication Services 2,317.0 $24K +1K +110.1% $10.57 -8.5%
Page 191 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%