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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 20 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LIN LINDE PLC Basic Materials 12,663.0 $6.6M 0.04% +10K +315.9% $518.94 -6.4%
382 OEF ISHARES TR 17,527.0 $6.4M 0.04% +14K +410.8% $365.86 +3.3%
383 VCSH VANGUARD SCOTTSDALE FDS 80,868.0 $6.4M 0.04% +72K +782.3% $79.03 -0.4%
384 BALT INNOVATOR ETFS TRUST 185,015.0 $6.3M 0.04% +177K +2250.6% $34.27 +1.2%
385 HAL HALLIBURTON CO Energy 184,912.0 $6.3M 0.04% +179K +2807.0% $33.95 +0.9%
386 BIZD VANECK ETF TRUST 491,164.0 $6.2M 0.04% +487K +10000.0% $12.66 +5.5%
387 FBND FIDELITY MERRIMACK STR TR 136,176.0 $6.2M 0.04% +133K +4075.9% $45.49 -0.8%
388 RL RALPH LAUREN CORP Consumer Cyclical 15,370.0 $6.2M 0.04% +14K +756.7% $401.41 -9.3%
389 NOC NORTHROP GRUMMAN CORP Industrials 12,082.0 $6.2M 0.04% +10K +568.2% $509.29 +6.8%
390 TEL TE CONNECTIVITY PLC Technology 30,300.0 $6.1M 0.04% +29K +2136.2% $201.61 -0.5%
391 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,159.0 $6.1M 0.04% +8K +221.5% $501.34 +24.8%
392 FTSM FIRST TR EXCHANGE-TRADED FD 101,801.0 $6.1M 0.04% +61K +151.2% $59.73 +0.3%
393 SLV ISHARES SILVER TR Financial Services 113,663.0 $6.1M 0.04% +103K +1009.7% $53.47 +16.4%
394 VMC VULCAN MATLS CO Basic Materials 20,534.0 $6.1M 0.04% +11K +123.7% $295.01 -6.6%
395 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 482,581.0 $6.0M 0.04% +253K +109.8% $12.52 -3.7%
396 AZN ASTRAZENECA PLC Healthcare 31,841.0 $6.0M 0.04% +25K +373.7% $189.60 -10.6%
397 CL COLGATE PALMOLIVE CO Consumer Defensive 65,662.0 $6.0M 0.04% +39K +148.6% $91.68 -0.1%
398 TTC TORO CO Industrials 61,718.0 $6.0M 0.04% +58K +1564.0% $97.42 +2.1%
399 FDVV FIDELITY COVINGTON TRUST 99,465.0 $6.0M 0.04% +90K +938.9% $60.29 +4.8%
400 LAMR LAMAR ADVERTISING CO Real Estate 38,436.0 $6.0M 0.04% +37K +3519.2% $155.98 -2.1%
Page 20 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%