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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 253 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5041 PALL ABRDN PALLADIUM ETF TRUST Financial Services 17.0 $386.0 NEW $22.71 +8.5%
5042 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 4.0 $377.0 NEW $94.25 -56.3%
5043 PROK PROKIDNEY CORP Healthcare 184.0 $375.0 +123.0 +201.6% $2.04 -21.0%
5044 QHY WISDOMTREE TR 8.0 $366.0 NEW $45.75 +0.3%
5045 ETON PHARMACEUTICALS INC 10.0 $362.0 NEW $36.20
5046 PSNL PERSONALIS INC Healthcare 27.0 $362.0 NEW $13.41 +27.2%
5047 CALUMET INC 10.0 $360.0 NEW $36.00
5048 STCE SCHWAB STRATEGIC TR 5.0 $357.0 $71.40 -8.5%
5049 LBRX LB PHARMACEUTICALS INC Healthcare 11.0 $357.0 NEW $32.45 +48.5%
5050 CTMX CYTOMX THERAPEUTICS INC. Healthcare 95.0 $356.0 NEW $3.75 -12.2%
5051 OXLEY BRIDGE ACQ LTD 1,650.0 $352.0 NEW $0.21
5052 COYA THERAPEUTICS INC 60.0 $351.0 NEW $5.85
5053 BOLD EAGLE ACQUISITION CORP 1,200.0 $348.0 NEW $0.29
5054 FOUR SEASONS ED CAYMAN INC 36.0 $345.0 NEW $9.58
5055 BK TECHNOLOGIES CORPORATION 4.0 $344.0 NEW $86.00
5056 MFM ABERDEEN MUN INCOME FD Financial Services 61.0 $343.0 -22.0 -26.5% $5.62 -5.4%
5057 WOLF WOLFSPEED INC Technology 7.0 $338.0 +6.0 +600.0% $48.29 -48.7%
5058 EH EHANG HLDGS LTD Industrials 50.0 $328.0 NEW $6.56 -20.7%
5059 AURORA CANNABIS INC 114.0 $318.0 +13.0 +12.9% $2.79
5060 MRM MEDIROM HEALTHCARE TECH INC Consumer Cyclical 300.0 $309.0 NEW $1.03 -7.8%
Page 253 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%