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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 14 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VXF VANGUARD INDEX FDS 44,214.0 $10.9M 0.07% +19K +73.4% $246.21 -1.1%
262 XSOE WISDOMTREE TR 220,764.0 $10.9M 0.07% +14K +6.9% $49.18 -4.9%
263 CMCSA COMCAST CORP NEW Communication Services 441,469.0 $10.8M 0.07% +348K +373.1% $24.55 +10.1%
264 PANW PALO ALTO NETWORKS INC Technology 31,780.0 $10.8M 0.07% +22K +216.4% $341.01 +2.9%
265 IVE ISHARES TR 47,295.0 $10.7M 0.07% +18K +62.5% $227.06 +4.7%
266 PSX PHILLIPS 66 Energy 63,441.0 $10.7M 0.07% +59K +1238.7% $169.05 +43.1%
267 XLV SELECT SECTOR SPDR TR 66,614.0 $10.6M 0.07% +64K +2110.2% $158.66 +10.1%
268 SCCO SOUTHERN COPPER CORP Basic Materials 60,382.0 $10.5M 0.07% +60K +9545.7% $174.26 +22.9%
269 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 114,198.0 $10.5M 0.07% +90K +367.6% $92.09 -1.5%
270 CGGO CAPITAL GROUP GBL GROWTH EQT 248,056.0 $10.5M 0.07% +246K +10000.0% $42.33 -4.6%
271 MTUM ISHARES TR 30,536.0 $10.5M 0.07% +19K +174.4% $342.83 -12.3%
272 DVN DEVON ENERGY CORP NEW Energy 252,345.0 $10.4M 0.07% +245K +3241.9% $41.32 +16.7%
273 VLO VALERO ENERGY CORP Energy 39,690.0 $10.3M 0.07% +37K +1522.0% $260.44 +32.9%
274 WELL WELLTOWER INC Real Estate 45,461.0 $10.3M 0.07% +43K +1951.5% $226.97 +5.7%
275 BALI BLACKROCK ETF TRUST 303,602.0 $10.3M 0.07% +298K +5827.4% $33.83 +2.5%
276 WMB WILLIAMS COS INC Energy 136,566.0 $10.2M 0.07% +122K +820.7% $74.34 -4.5%
277 ADI ANALOG DEVICES INC Technology 25,103.0 $10.0M 0.07% +18K +256.0% $397.19 -6.6%
278 CI THE CIGNA GROUP Healthcare 36,105.0 $10.0M 0.07% +28K +353.2% $275.68 +1.7%
279 SCHA SCHWAB STRATEGIC TR 275,290.0 $9.9M 0.07% +21K +8.4% $36.13 -4.6%
280 ILMN ILLUMINA INC Healthcare 56,486.0 $9.9M 0.07% +53K +1527.8% $175.83 +27.0%
Page 14 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%