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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 17 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WCN WASTE CONNECTIONS INC Industrials 50,321.0 $8.4M 0.06% +34K +204.8% $166.69 +1.4%
322 SDY SPDR SERIES TRUST 54,846.0 $8.3M 0.06% +36K +189.8% $152.18 +4.6%
323 FLXR TCW ETF TRUST 210,803.0 $8.3M 0.06% +19K +10.1% $39.21 -0.7%
324 XLI SELECT SECTOR SPDR TR 44,315.0 $8.2M 0.05% +41K +1144.5% $185.23 -3.4%
325 BIL SPDR SERIES TRUST 89,497.0 $8.2M 0.05% +55K +162.5% $91.64 -0.0%
326 ABNB AIRBNB INC Consumer Cyclical 57,264.0 $8.2M 0.05% +53K +1104.3% $143.10 +32.9%
327 CGDG CAPITAL GROUP DIVIDEND GROWE 218,224.0 $8.2M 0.05% +210K +2620.0% $37.51 +3.7%
328 MCK MCKESSON CORP Healthcare 10,786.0 $8.1M 0.05% +7K +212.6% $755.54 +15.7%
329 DIS DISNEY WALT CO Communication Services 84,579.0 $8.1M 0.05% +70K +474.9% $96.25 +14.9%
330 TER TERADYNE INC Technology 16,690.0 $8.1M 0.05% +15K +985.2% $483.84 -24.6%
331 CEG CONSTELLATION ENERGY CORP Utilities 32,278.0 $8.0M 0.05% +31K +2580.9% $248.37 +10.1%
332 DGRO ISHARES TR 103,972.0 $7.9M 0.05% +61K +143.6% $75.79 +5.5%
333 UNP UNION PAC CORP Industrials 28,857.0 $7.8M 0.05% +24K +507.0% $272.00 +13.9%
334 BLK BLACKROCK INC Financial Services 8,032.0 $7.7M 0.05% +6K +305.4% $961.55 +21.9%
335 HDV ISHARES TR 281,487.0 $7.7M 0.05% +262K +1311.3% $27.41 +9.2%
336 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 26,303.0 $7.7M 0.05% +23K +650.0% $293.19 +4.5%
337 GSIE GOLDMAN SACHS ETF TR 168,494.0 $7.7M 0.05% +157K +1400.4% $45.70 +5.3%
338 SBUX STARBUCKS CORP Consumer Cyclical 75,006.0 $7.7M 0.05% +47K +170.2% $102.19 +5.2%
339 XLY SELECT SECTOR SPDR TR 65,327.0 $7.7M 0.05% +64K +3811.8% $117.28 +0.9%
340 COF CAPITAL ONE FINL CORP Financial Services 37,902.0 $7.6M 0.05% +29K +328.8% $200.62 +7.8%
Page 17 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%