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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 254 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5061 BLTE BELITE BIO INC Healthcare 2.0 $308.0 NEW $154.00 +3.2%
5062 OKEANIS ECO TANKERS COR 6.0 $301.0 NEW $50.17
5063 TMV DIREXION SHARES ETF TRUST 8.0 $296.0 NEW $37.00 +14.1%
5064 SMID SMITH MIDLAND CORP Basic Materials 10.0 $290.0 NEW $29.00 -5.2%
5065 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 102.0 $289.0 NEW $2.83 -15.3%
5066 LWLG LIGHTWAVE LOGIC INC Basic Materials 30.0 $284.0 +10.0 +50.0% $9.47 -38.6%
5067 ANIX ANIXA BIOSCIENCES INC Healthcare 100.0 $280.0 NEW $2.80 +29.3%
5068 GORES HLDGS X INC 375.0 $278.0 NEW $0.74
5069 MONOPAR THERAPEUTICS INC 3.0 $278.0 NEW $92.67
5070 GEVO GEVO INC Basic Materials 179.0 $269.0 NEW $1.50 +1.8%
5071 TAILWIND 2.0 ACQUISITION COR 2,100.0 $263.0 NEW $0.13
5072 APEX TREAS CORP 870.0 $261.0 NEW $0.30
5073 OCGN OCUGEN INC Healthcare 169.0 $259.0 +67.0 +65.7% $1.53 -11.3%
5074 NL NLI HOLDINGS INC Industrials 43.0 $256.0 NEW $5.95 +8.0%
5075 TX TERNIUM SA Basic Materials 6.0 $256.0 NEW $42.67 +29.2%
5076 JENA ACQUISITION CORP II 1,500.0 $255.0 NEW $0.17
5077 OPTIMI HEALTH CORP 50.0 $254.0 NEW $5.08
5078 GCTS GCT SEMICONDUCTOR HLDG INC Technology 85.0 $252.0 -3K -97.3% $2.96 -37.3%
5079 WVVI WILLAMETTE VALLEY VINEYARDS Consumer Defensive 100.0 $251.0 $2.51 -13.1%
5080 MVST MICROVAST HOLDINGS INC Industrials 215.0 $251.0 NEW $1.17 -33.5%
Page 254 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%