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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 212 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4221 CWCO CONSOLIDATED WATER CO INC Utilities 431.0 $13K NEW $29.50 +2.0%
4222 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 1,008.0 $13K +996.0 +8300.0% $12.61 -7.2%
4223 NOVZ TRUESHARES STRUCTURED OUTCOME (NOVEMBER) ETF 269.0 $13K $47.04 +2.1%
4224 TBBK BANCORP INC DEL Financial Services 202.0 $13K NEW $62.64 +6.1%
4225 MTRX MATRIX SVC CO Industrials 921.0 $13K +774.0 +526.5% $13.70 -20.4%
4226 WGMI VALKYRIE ETF TRUST II 200.0 $13K NEW $63.07 -26.3%
4227 BKV BKV CORP Energy 460.0 $13K NEW $27.36 -10.3%
4228 ESQ ESQUIRE FINL HLDGS INC Financial Services 105.0 $13K -31.0 -22.8% $119.60 -4.6%
4229 CMPX COMPASS THERAPEUTICS INC Healthcare 5,725.0 $13K NEW $2.19 +15.1%
4230 FORTRESS BIOTECH INC 4,086.0 $13K NEW $3.06
4231 NVMI NOVA LTD Technology 23.0 $12K -9.0 -28.1% $542.96 -31.7%
4232 AKTS AKTIS ONCOLOGY INC Healthcare 385.0 $12K NEW $32.23 -18.8%
4233 KRO KRONOS WORLDWIDE INC Basic Materials 1,958.0 $12K NEW $6.33 +38.4%
4234 PDEX PRO-DEX INC COLO Healthcare 211.0 $12K NEW $58.55 +10.8%
4235 SEVN SEVEN HILLS REALTY TRUST Real Estate 1,464.0 $12K +1K +10000.0% $8.43 -9.8%
4236 RITHM PPTY TR INC 856.0 $12K +855.0 +10000.0% $14.40
4237 EOSE EOS ENERGY ENTERPRISES INC Industrials 2,095.0 $12K NEW $5.88 -41.8%
4238 CORE LABORATORIES INC 1,052.0 $12K +946.0 +892.5% $11.65
4239 UPSTREAM BIO INC 1,771.0 $12K +2K +2200.0% $6.92
4240 STOK STOKE THERAPEUTICS INC Healthcare 373.0 $12K NEW $32.72 -0.4%
Page 212 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%