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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 245 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4881 THD ISHARES INC 20.0 $1K NEW $72.35 +1.5%
4882 COMB GRANITESHARES ETF TR 60.0 $1K +30.0 +100.0% $24.08 +13.5%
4883 IAUX I-80 GOLD CORP Basic Materials 1,000.0 $1K NEW $1.44 +33.3%
4884 EVI EVI INDS INC Industrials 97.0 $1K +90.0 +1285.7% $14.77 -0.2%
4885 CHAIN BRIDGE BANCORP INC 34.0 $1K +3.0 +9.7% $42.06
4886 GESHER ACQUISITION CORP. II 4,900.0 $1K NEW $0.29
4887 LUCKY STRIKE ENTERTAINMENT C 188.0 $1K NEW $7.48
4888 VUZI VUZIX CORP Technology 484.0 $1K NEW $2.90 -4.1%
4889 SEQUANS COMMUNICATIONS S A 409.0 $1K NEW $3.40
4890 DLNG DYNAGAS LNG PARTNERS LP Energy 400.0 $1K NEW $3.38 +12.4%
4891 TAL TAL ED GROUP Consumer Defensive 141.0 $1K NEW $9.57 +20.0%
4892 NEWBURY STR II ACQUISITION C 7,235.0 $1K NEW $0.19
4893 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 387.0 $1K NEW $3.41 -6.4%
4894 CLFD CLEARFIELD INC Technology 33.0 $1K -38.0 -53.5% $39.79 -31.6%
4895 EPOL ISHARES TR 34.0 $1K +7.0 +25.9% $38.62 +15.3%
4896 EMQQ EXCHANGE TRADED CONCEPTS TRU 42.0 $1K $31.21 +8.7%
4897 SJT SAN JUAN BASIN RTY TR Energy 405.0 $1K +402.0 +10000.0% $3.21 -13.4%
4898 LIFECORE BIOMEDICAL INC 246.0 $1K NEW $5.25
4899 BCYC BICYCLE THERAPEUTICS PLC Healthcare 304.0 $1K NEW $4.24 +2.1%
4900 STUBHUB HLDGS INC 100.0 $1K $12.87
Page 245 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%