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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 193 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 WHD CACTUS INC Energy 462.0 $24K +412.0 +824.0% $51.23 +36.0%
3842 ELDN ELEDON PHARMACEUTICALS INC Healthcare 5,984.0 $24K +6K +10000.0% $3.94 -18.8%
3843 FAD FIRST TR EXCHANGE-TRADED ALP 118.0 $24K +60.0 +103.5% $199.66 -7.2%
3844 FF FUTUREFUEL CORP Basic Materials 5,208.0 $24K +5K +10000.0% $4.52 +18.1%
3845 CAPITAL CLEAN ENERGY CARRIER 1,102.0 $24K NEW $21.35
3846 NUDV NUSHARES ETF TR 723.0 $24K NEW $32.53 +5.0%
3847 LC HAPPEN INC Financial Services 1,132.0 $23K +919.0 +431.5% $20.74 -3.8%
3848 MEDIWOUND LTD 1,597.0 $23K +2K +10000.0% $14.70
3849 PKOH PARK-OHIO HLDGS CORP Industrials 610.0 $23K +600.0 +6000.0% $38.45 +19.0%
3850 CGON CG ONCOLOGY INC Healthcare 330.0 $23K +292.0 +768.4% $71.05 +4.6%
3851 HBT HBT FINL INC. Financial Services 732.0 $23K +657.0 +876.0% $31.99 +11.9%
3852 FRONTVIEW REIT INC 1,157.0 $23K +1K +4528.0% $20.23
3853 BUYZ FRANKLIN TEMPLETON ETF TR 687.0 $23K NEW $34.05 +7.4%
3854 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 646.0 $23K -959.0 -59.8% $36.20 -30.0%
3855 SPHB INVESCO EXCH TRADED FD TR II 150.0 $23K $155.59 -6.0%
3856 FNKO FUNKO INC Consumer Cyclical 3,964.0 $23K NEW $5.88 +20.7%
3857 SLQT SELECTQUOTE INC Financial Services 27,688.0 $23K +28K +10000.0% $0.84 -38.2%
3858 EHTH EHEALTH INC Financial Services 15,614.0 $23K +16K +10000.0% $1.49 -19.5%
3859 CVR PARTNERS LP/CVR NITROGEN 208.0 $23K $111.48
3860 COTY COTY INC Consumer Defensive 10,692.0 $23K +11K +10000.0% $2.16 +31.9%
Page 193 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%