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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 252 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5021 ANGX ANGEL STUDIOS INC. Communication Services 133.0 $489.0 $3.68 +23.5%
5022 QYLG GLOBAL X FDS 16.0 $485.0 -14.0 -46.7% $30.31 -3.4%
5023 VGAS VERDE CLEAN FUELS INC Utilities 472.0 $481.0 +466.0 +7766.7% $1.02 +34.4%
5024 CANOPY GROWTH CORPORATION 496.0 $473.0 +488.0 +6100.0% $0.95
5025 BITC BITWISE FUNDS TRUST 13.0 $472.0 $36.31 +12.3%
5026 LMB LIMBACH HLDGS INC Industrials 6.0 $462.0 -289.0 -98.0% $77.00 -45.8%
5027 COLLABORATIVE INVESTMNT SER 16.0 $460.0 NEW $28.75
5028 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 42.0 $456.0 NEW $10.86 -20.2%
5029 WB WEIBO CORP Communication Services 62.0 $450.0 -68.0 -52.3% $7.26 -3.6%
5030 REPUBLIC DIGITAL ACQUISITION 1,250.0 $450.0 NEW $0.36
5031 VESTA REAL ESTATE CORP 13.0 $446.0 NEW $34.31
5032 CD CHAINCE DIGITAL HOLDINGS INC Technology 102.0 $446.0 +94.0 +1175.0% $4.37 -21.3%
5033 NEW PROVIDENCE ACQUISITION C 1,699.0 $442.0 NEW $0.26
5034 VHI VALHI INC NEW Basic Materials 30.0 $440.0 +25.0 +500.0% $14.67 +23.4%
5035 HALL CHADWICK ACQUISITION CO 1,500.0 $435.0 NEW $0.29
5036 SVAL ISHARES TR 10.0 $418.0 $41.80 +4.0%
5037 MLN VANECK LONG MUNI ETF 23.0 $409.0 $17.78 -2.4%
5038 SIZZLE ACQUISITION CORP. II 2,400.0 $390.0 NEW $0.16
5039 SSP SCRIPPS E W CO OHIO Communication Services 140.0 $388.0 NEW $2.77 +19.8%
5040 JACKSON ACQUISITION CO II 2,750.0 $386.0 NEW $0.14
Page 252 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%