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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 260 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5181 AKA A K A BRANDS HLDG CORP Consumer Cyclical 2.0 $21.0 +1.0 +100.0% $10.50 +3.8%
5182 VINP VINCI COMPASS INVESTMENTS LT Financial Services 2.0 $20.0 $10.00 -3.4%
5183 BED BATH & BEYOND INC 38.0 $17.0 +35.0 +1166.7% $0.45
5184 CREATIVE REALITIES INC 4.0 $17.0 -6.0 -60.0% $4.25
5185 SENS SENSEONICS HLDGS INC Healthcare 3.0 $17.0 NEW $5.67 +65.5%
5186 SPWH SPORTSMANS WHSE HLDGS INC Consumer Cyclical 13.0 $17.0 +11.0 +550.0% $1.31 -12.8%
5187 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 9.0 $17.0 -83.0 -90.2% $1.89 +14.1%
5188 AGEN AGENUS INC Healthcare 5.0 $15.0 $3.00 +155.7%
5189 NEXTTRIP INC 6.0 $13.0 NEW $2.17
5190 EVMN EVOMMUNE INC Healthcare 1.0 $13.0 NEW $13.00 +5.2%
5191 DLHC DLH HLDGS CORP Industrials 2.0 $10.0 NEW $5.00 -10.6%
5192 CARDLYTICS INC 2.0 $9.0 NEW $4.50
5193 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 1.0 $9.0 NEW $9.00 -10.4%
5194 SCLX SCILEX HOLDING CO Healthcare 1.0 $8.0 $8.00 -29.2%
5195 OGI ORGANIGRAM GLOBAL INC Healthcare 5.0 $6.0 +1.0 +25.0% $1.20 +5.0%
5196 ANY SPHERE 3D CORP NEW Technology 2.0 $6.0 NEW $3.00 -19.0%
5197 COHEN &STEERS QUALITY INCOM 376.0 $6.0 NEW $0.02
5198 GREAT ELM CAP CORP 1.0 $6.0 $6.00
5199 GEG GREAT ELM GROUP INC Healthcare 2.0 $5.0 NEW $2.50 -14.0%
5200 AYTU BIOPHARMA INC 2.0 $4.0 NEW $2.00
Page 260 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%