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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 11 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PYPL PAYPAL HLDGS INC Financial Services 350,059.0 $15.1M 0.10% +339K +3049.2% $43.18 +42.8%
202 XLU SELECT SECTOR SPDR TR 327,954.0 $14.9M 0.10% +297K +947.9% $45.34 -4.7%
203 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 20,883.0 $14.7M 0.10% +11K +120.0% $703.34 -1.3%
204 BLCR BLACKROCK ETF TRUST 291,470.0 $14.7M 0.10% +289K +10000.0% $50.37 -3.0%
205 IWV ISHARES TR 34,374.0 $14.7M 0.10% +32K +1601.7% $426.40 +2.0%
206 FXL FIRST TR EXCHANGE-TRADED FD 67,443.0 $14.7M 0.10% +58K +584.0% $217.22 -2.9%
207 EQR EQUITY RESIDENTIAL Real Estate 214,970.0 $14.6M 0.10% +215K +10000.0% $67.93 -6.3%
208 DFAS DIMENSIONAL ETF TRUST 175,491.0 $14.4M 0.10% +35K +25.3% $82.34 +0.3%
209 BND VANGUARD BD INDEX FDS 196,678.0 $14.4M 0.10% +159K +422.1% $73.41 -1.4%
210 LOW LOWES COS INC Consumer Cyclical 65,344.0 $14.4M 0.10% +56K +569.6% $220.49 -1.6%
211 CIBR FIRST TR EXCHANGE-TRADED FD 160,318.0 $14.4M 0.10% +104K +183.1% $89.85 +3.8%
212 CB CHUBB LIMITED Financial Services 41,735.0 $14.2M 0.09% +33K +381.6% $340.43 +1.6%
213 DFAI DIMENSIONAL ETF TRUST 342,928.0 $14.1M 0.09% +130K +61.4% $41.25 +4.9%
214 GDX VANECK ETF TRUST 187,282.0 $14.1M 0.09% +187K +10000.0% $75.45 +37.2%
215 EIX EDISON INTL Utilities 188,992.0 $14.1M 0.09% +173K +1047.1% $74.45 -0.6%
216 SPYG SPDR SERIES TRUST 118,187.0 $14.1M 0.09% +112K +1913.1% $118.99 +0.3%
217 VPL VANGUARD INTL EQUITY INDEX F 121,425.0 $14.0M 0.09% +121K +10000.0% $115.69 -1.5%
218 DELL DELL TECHNOLOGIES INC Technology 32,540.0 $14.0M 0.09% +29K +787.9% $431.46 +0.4%
219 LQD ISHARES TR 127,984.0 $14.0M 0.09% +28K +28.1% $109.07 -2.6%
220 FTCB FIRST TR EXCHANGE-TRADED FD 660,774.0 $13.8M 0.09% +57K +9.4% $20.86 -1.6%
Page 11 of 164  ·  3,279 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%