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Equibles

Arax Advisory Partners

Position in CARL — Carlsmed, Inc.

CIK 1586767 DENVER, CO
Back to CARL Full portfolio

Position in CARL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$7,774
New position
Shares Held
749
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 73 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Arax Advisory Partners holds $6,628,188 across 30 Health Information Services names. CARL ranks #27 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VEEV
Veeva Systems Inc
 16,605 $2,946,889
2 TDOC
Teladoc Health, Inc.
 78,220 $663,305
3 PHR
Phreesia, Inc.
 61,119 $628,914
4 HQY
Healthequity, Inc.
 4,376 $395,240
5 DOCS
Doximity, Inc.
 18,883 $391,633
6 WEAV
Weave Communications, Inc.
 44,383 $265,854
7 SDGR
Schrodinger, Inc.
 12,076 $196,235
8 HTFL
Heartflow, Inc.
 6,625 $194,377

All Filings in CARL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $7,774 749