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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 199 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 EBMT EAGLE BANCORP MONT INC Financial Services 843.0 $20K +822.0 +3914.3% $23.93 -5.2%
3962 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 1,892.0 $20K NEW $10.63 -2.0%
3963 TTAM TITAN AMER SA Basic Materials 1,072.0 $20K +1K +2452.4% $18.66 -19.2%
3964 AVNW AVIAT NETWORKS INC Technology 901.0 $20K +895.0 +10000.0% $22.20 -6.4%
3965 AVBP ARRIVENT BIOPHARMA INC Healthcare 574.0 $20K +244.0 +73.9% $34.74 -11.7%
3966 HCAT HEALTH CATALYST INC Healthcare 9,997.0 $20K +10K +7771.6% $1.99 -17.8%
3967 BAILLIE GIFFORD ETF TR 756.0 $20K NEW $26.23
3968 TMC TMC THE METALS COMPANY INC Basic Materials 4,473.0 $20K +2K +78.4% $4.43 +16.7%
3969 GFL GFL ENVIRONMENTAL INC Industrials 538.0 $20K -1K -73.3% $36.79 +11.1%
3970 AMBQ AMBIQ MICRO INC Technology 223.0 $20K +218.0 +4360.0% $88.30 -32.1%
3971 JANX JANUX THERAPEUTICS INC Healthcare 1,279.0 $20K NEW $15.36 +21.1%
3972 AVIR ATEA PHARMACEUTICALS INC Healthcare 4,224.0 $20K NEW $4.65 +16.1%
3973 CHRS COHERUS ONCOLOGY INC Healthcare 14,024.0 $20K +14K +5918.9% $1.40 +2.9%
3974 PBUS INVESCO EXCH TRADED FD TR II 262.0 $20K +131.0 +100.0% $74.84 +3.5%
3975 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 1,900.0 $20K NEW $10.31 +0.4%
3976 TDTF FLEXSHARES TR 824.0 $20K NEW $23.77 -1.6%
3977 PCRX PACIRA BIOSCIENCES INC Healthcare 772.0 $20K NEW $25.37 +2.1%
3978 SLVM SYLVAMO CORP Basic Materials 518.0 $20K +460.0 +793.1% $37.80 -2.4%
3979 EWW ISHARES INC 260.0 $20K NEW $75.27 +2.1%
3980 BBEU J P MORGAN EXCHANGE TRADED F 251.0 $19K +100.0 +66.2% $77.66 +4.0%
Page 199 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%