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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 217 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4321 EFSI EAGLE FINL SVCS INC Financial Services 248.0 $10K NEW $41.46 +0.4%
4322 CDZI CADIZ INC Utilities 2,458.0 $10K +2K +690.4% $4.18 -5.5%
4323 AEF ABRDN EMERGING MARKETS EX CH Financial Services 1,070.0 $10K +361.0 +50.9% $9.60 -1.8%
4324 TBPH THERAVANCE BIOPHARMA INC Healthcare 604.0 $10K NEW $17.00 +0.2%
4325 BTMD BIOTE CORP Healthcare 5,414.0 $10K NEW $1.89 -13.8%
4326 LXU LSB INDS INC Basic Materials 944.0 $10K +629.0 +199.7% $10.81 -3.4%
4327 MCCORMICK & CO INC 201.0 $10K NEW $50.50
4328 TSAT TELESAT CORP Technology 200.0 $10K NEW $50.62 -9.7%
4329 ISTR INVESTAR HOLDING CORP Financial Services 337.0 $10K NEW $29.96 +1.0%
4330 QDEF FLEXSHARES TR 116.0 $10K NEW $87.03 +5.2%
4331 EVC ENTRAVISION COMMUNICATIONS C Communication Services 771.0 $10K +769.0 +10000.0% $13.04 -38.0%
4332 BGT BLACKROCK FLOATING RATE INC Financial Services 938.0 $10K NEW $10.66 +3.9%
4333 CRDF CARDIFF ONCOLOGY INC Healthcare 7,681.0 $10K +7K +2159.1% $1.30 -24.1%
4334 BLFS BIOLIFE SOLUTIONS INC Healthcare 353.0 $10K NEW $28.24 +31.7%
4335 FCCO FIRST CMNTY CORP S C Financial Services 305.0 $10K NEW $32.68 +2.2%
4336 ISHARES TR 100.0 $10K NEW $99.51
4337 OSS ONE STOP SYS INC Technology 546.0 $10K -2K -77.9% $18.18 -37.7%
4338 IFGL ISHARES TR 444.0 $10K NEW $22.30 +1.6%
4339 HIPPO HLDGS INC 350.0 $10K +335.0 +2233.3% $28.26
4340 ATYR ATYR PHARMA INC Healthcare 16,557.0 $10K NEW $0.60 -7.1%
Page 217 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%