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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 202 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 REAX THE REAL BROKERAGE INC Real Estate 9,980.0 $18K +10K +4315.9% $1.82 +1198.3%
4022 RGR STURM RUGER & CO INC Industrials 479.0 $18K +439.0 +1097.5% $37.85 -0.2%
4023 XTIA XTI AEROSPACE INC Industrials 10,000.0 $18K $1.81 -23.8%
4024 OLMA OLEMA PHARMACEUTICALS INC Healthcare 1,445.0 $18K NEW $12.51 -13.8%
4025 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 1,064.0 $18K NEW $16.96 -10.4%
4026 COLUMBUS CIRCLE CAP CORP II 1,700.0 $18K NEW $10.58
4027 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 707.0 $18K +669.0 +1760.5% $25.44 +1.5%
4028 EPS WISDOMTREE TR 231.0 $18K $77.79 +4.2%
4029 JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 230.0 $18K $78.07 -0.4%
4030 AVSU AMERICAN CENTY ETF TR 203.0 $18K NEW $88.36 +1.4%
4031 RTH VANECK RETAIL ETF 70.0 $18K $255.74 +2.0%
4032 LAW CS DISCO INC Technology 4,731.0 $18K +4K +1601.8% $3.78 +16.7%
4033 LFMD LIFEMD INC Healthcare 4,327.0 $18K NEW $4.13 -21.1%
4034 PKW INVESCO EXCHANGE TRADED FD T 126.0 $18K NEW $141.67 +7.5%
4035 AEBI SCHMIDT HLDG AG 1,422.0 $18K -766.0 -35.0% $12.55
4036 GOSS GOSSAMER BIO INC Healthcare 108,204.0 $18K NEW $0.16 +3.3%
4037 RF ACQUISITION CORP III 1,800.0 $18K NEW $9.88
4038 PNTG PENNANT GROUP INC Healthcare 481.0 $18K +446.0 +1274.3% $36.95 +2.4%
4039 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 400.0 $18K +299.0 +296.0% $44.42 +10.2%
4040 BBBY BED BATH &BEYOND INC Consumer Cyclical 3,066.0 $18K +3K +1557.3% $5.79 -24.9%
Page 202 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%