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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 234 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4661 ETF OPPORTUNITIES TRUST 165.0 $4K NEW $23.48
4662 XNET XUNLEI LTD Communication Services 690.0 $4K NEW $5.60 -9.9%
4663 EML EASTERN CO Industrials 138.0 $4K +131.0 +1871.4% $27.85 -6.0%
4664 ZLAB ZAI LAB LTD Healthcare 201.0 $4K NEW $19.00 +37.2%
4665 CGGE CAPITAL GROUP GLOBAL EQUITY 108.0 $4K $35.24 +0.5%
4666 FEMASYS INC 900.0 $4K NEW $4.18
4667 AQMS AQUA METALS INC Industrials 1,295.0 $4K -45.0 -3.4% $2.89 -3.1%
4668 FSM FORTUNA MNG CORP Basic Materials 441.0 $4K $8.45 +46.5%
4669 WIX WIX COM LTD Technology 82.0 $4K +73.0 +811.1% $45.37 +81.4%
4670 GBUG SPROTT FDS TR Financial Services 94.0 $4K +92.0 +4600.0% $39.01 +37.2%
4671 ENCORE ENERGY CORP 2,798.0 $4K +3K +1396.3% $1.31
4672 EOLS EVOLUS INC Healthcare 528.0 $4K NEW $6.93 +30.1%
4673 POLESTAR AUTOMOTIVE HLDG UK 193.0 $4K NEW $18.78
4674 TRVI TREVI THERAPEUTICS INC Healthcare 194.0 $4K NEW $18.65 -4.7%
4675 NEW AMER ACQUISITION I CORP 6,000.0 $4K NEW $0.60
4676 EWS ISHARES INC 120.0 $4K NEW $29.62 +15.1%
4677 DC DAKOTA GOLD CORP Basic Materials 834.0 $4K -107.0 -11.4% $4.26 +43.8%
4678 PRME PRIME MEDICINE INC Healthcare 961.0 $4K +731.0 +317.8% $3.69 -4.2%
4679 BILI BILIBILI INC Technology 208.0 $4K NEW $17.03 -5.0%
4680 MASS 908 DEVICES INC Healthcare 405.0 $4K NEW $8.70 +19.9%
Page 234 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%