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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 256 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5101 TWELVE SEAS INVT CO III 1,500.0 $195.0 NEW $0.13
5102 DYOR INSIGHT DIGITAL PARTNERS II Financial Services 750.0 $195.0 NEW $0.26 +3788.5%
5103 IVA INVENTIVA SA Healthcare 51.0 $193.0 NEW $3.78 +24.2%
5104 ARCHIMEDES TECH SPAC PTNRS I 375.0 $188.0 NEW $0.50
5105 BMA BANCO MACRO S A Financial Services 2.0 $185.0 NEW $92.50 -17.1%
5106 HEPS D MARKET ELECTR SVCS &TRADI Consumer Cyclical 63.0 $183.0 NEW $2.90 -4.6%
5107 ARGT GLOBAL X FDS 2.0 $183.0 $91.50 +3.7%
5108 MSTU ETF OPPORTUNITIES TRUST 112.0 $182.0 -7.0 -5.9% $1.62 +1676.0%
5109 IYM ISHARES TR 1.0 $180.0 NEW $180.00 +8.4%
5110 SNDL INC 130.0 $176.0 +47.0 +56.6% $1.35
5111 IVOL KRANESHARES TRUST 10.0 $175.0 -4.0 -28.6% $17.50 -0.2%
5112 UAMY UNITED STATES ANTIMONY CORP Basic Materials 24.0 $174.0 NEW $7.25 -29.7%
5113 LAUNCH TWO ACQUISITION CORP. 500.0 $173.0 NEW $0.35
5114 TIDAL TRUST II 6.0 $172.0 -73.0 -92.4% $28.67
5115 PRESIDIO PPTY TR INC 11,342.0 $165.0 NEW $0.01
5116 MOZAYYX ACQUISITION CORP 227.0 $159.0 NEW $0.70
5117 OVID OVID THERAPEUTICS INC Healthcare 57.0 $153.0 $2.68 +5.1%
5118 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 3.0 $150.0 NEW $50.00 -13.1%
5119 CIX COMPX INTL INC Industrials 6.0 $149.0 +5.0 +500.0% $24.83 +26.3%
5120 SBR SABINE RTY TR Energy 2.0 $146.0 -1.0 -33.3% $73.00 -0.3%
Page 256 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%