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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 259 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5161 CMB.TECH NV 4.0 $56.0 -30.0 -88.2% $14.00
5162 BW BABCOCK &WILCOX ENTERPRISES Industrials 4.0 $56.0 NEW $14.00 -44.6%
5163 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 8.0 $56.0 NEW $7.00 -6.6%
5164 CRVO CERVOMED INC Healthcare 17.0 $53.0 +3.0 +21.4% $3.12 -15.8%
5165 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 2.0 $53.0 NEW $26.50 +6.7%
5166 BONK INC 33.0 $51.0 -26.0 -44.1% $1.55
5167 CITIUS PHARMACEUTICALS INC 84.0 $51.0 NEW $0.61
5168 MRAM EVERSPIN TECHNOLOGIES INC Technology 2.0 $48.0 -20.0 -90.9% $24.00 -32.4%
5169 PYXS PYXIS ONCOLOGY INC Healthcare 14.0 $42.0 +13.0 +1300.0% $3.00 -0.5%
5170 SAFX XCF GLOBAL INC Energy 95.0 $42.0 +68.0 +251.8% $0.44 -19.2%
5171 KSCP KNIGHTSCOPE INC Industrials 18.0 $38.0 NEW $2.11 -35.3%
5172 SMARTKEM INC 145.0 $36.0 NEW $0.25
5173 GEN DIGITAL INC 24.0 $31.0 +19.0 +380.0% $1.29
5174 CABA CABALETTA BIO INC Healthcare 10.0 $31.0 +8.0 +400.0% $3.10 +1.5%
5175 TMQ TRILOGY METALS INC NEW Basic Materials 8.0 $28.0 NEW $3.50 +7.6%
5176 CORBUS PHARMACEUTICALS HLDGS 3.0 $28.0 $9.33
5177 DEFI DEVELOPMENT CORP 102.0 $28.0 NEW $0.27
5178 AIRE REALPHA TECH CORP Real Estate 14.0 $28.0 NEW $2.00 -19.0%
5179 AMPY AMPLIFY ENERGY CORP NEW Energy 6.0 $24.0 $4.00 +19.5%
5180 VRA VERA BRADLEY INC Consumer Cyclical 6.0 $23.0 $3.83 -17.6%
Page 259 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%