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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 257 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5121 URG UR-ENERGY INC Energy 106.0 $144.0 +99.0 +1414.3% $1.36 +5.3%
5122 ALTO ALTO INGREDIENTS INC Basic Materials 25.0 $143.0 NEW $5.72 -26.7%
5123 YMAG TIDAL TRUST II 12.0 $142.0 NEW $11.83 -5.9%
5124 ZURA BIO LTD 24.0 $142.0 $5.92
5125 HYCROFT MINING HOLDING CORP 6.0 $140.0 NEW $23.33
5126 MANU MANCHESTER UTD PLC NEW Communication Services 6.0 $138.0 NEW $23.00 +3.0%
5127 CRBU CARIBOU BIOSCIENCES INC Healthcare 78.0 $137.0 +13.0 +20.0% $1.76 -6.6%
5128 ANRO ALTO NEUROSCIENCE INC Healthcare 5.0 $132.0 $26.40 +37.3%
5129 DAMORA THERAPEUTICS INC 5.0 $130.0 NEW $26.00
5130 XOMA XOMA ROYALTY CORPORATION Healthcare 3.0 $128.0 NEW $42.67 -5.9%
5131 OPENDOOR TECHNOLOGIES INC 444.0 $126.0 +385.0 +652.5% $0.28
5132 RSEE COLLABORATIVE INVESTMNT SER 3.0 $119.0 NEW $39.67 -1.1%
5133 AREN THE ARENA GROUP HOLDINGS INC Communication Services 136.0 $113.0 NEW $0.83 +14.6%
5134 INOVIO PHARMACEUTICALS INC 103.0 $113.0 NEW $1.10
5135 YOLO ADVISORSHARES TR 38.0 $110.0 +31.0 +442.9% $2.89 +5.4%
5136 MOBX MOBIX LABS INC Technology 52.0 $109.0 NEW $2.10 -43.7%
5137 ESPR ESPERION THERAPEUTICS INC NE Healthcare 34.0 $107.0 NEW $3.15 +1.0%
5138 OPENDOOR TECHNOLOGIES INC 444.0 $107.0 +440.0 +10000.0% $0.24
5139 TEO TELECOM ARGENTINA SA Communication Services 8.0 $104.0 NEW $13.00 +3.5%
5140 PERASO INC 111.0 $101.0 NEW $0.91
Page 257 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%