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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 21 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 REGN REGENERON PHARMACEUTICALS Healthcare 9,563.0 $6.0M 0.04% +9K +1460.0% $623.56 +33.7%
402 VONE VANGUARD SCOTTSDALE FDS 17,451.0 $5.9M 0.04% +4K +26.3% $338.72 +2.5%
403 DFLV DIMENSIONAL ETF TRUST 147,749.0 $5.8M 0.04% +46K +45.4% $39.54 +6.2%
404 AIRR FIRST TR EXCHANGE TRADED FD 43,818.0 $5.8M 0.04% +27K +161.4% $133.25 -16.5%
405 LHX L3HARRIS TECHNOLOGIES INC Industrials 20,078.0 $5.8M 0.04% +6K +45.1% $290.58 -9.8%
406 IWP ISHARES TR 39,784.0 $5.8M 0.04% +6K +19.1% $146.41 -3.1%
407 IWB ISHARES TR 14,210.0 $5.8M 0.04% +8K +146.5% $409.50 +2.5%
408 URI UNITED RENTALS INC Industrials 5,133.0 $5.8M 0.04% +4K +550.6% $1132.77 -7.0%
409 GJAN FIRST TR EXCHNG TRADED FD VI 129,046.0 $5.8M 0.04% +65K +101.1% $45.02 +1.8%
410 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,790.0 $5.8M 0.04% +3K +1185.7% $2080.43 +3.8%
411 MOH MOLINA HEALTHCARE INC Healthcare 25,163.0 $5.8M 0.04% +22K +719.1% $228.70 -12.7%
412 FMB FIRST TR EXCH TRADED FD III 111,229.0 $5.7M 0.04% +37K +50.1% $51.37 -2.2%
413 WPM WHEATON PRECIOUS METALS CORP Basic Materials 50,296.0 $5.6M 0.04% +49K +2817.4% $112.32 +45.8%
414 GNOV FIRST TR EXCHNG TRADED FD VI 135,012.0 $5.6M 0.04% +64K +91.0% $41.80 +1.8%
415 AWK AMERICAN WTR WKS CO INC NEW Utilities 42,816.0 $5.6M 0.04% +41K +3013.9% $131.58 +4.6%
416 CRM SALESFORCE INC Technology 35,784.0 $5.6M 0.04% +26K +265.5% $156.66 +31.3%
417 SYK STRYKER CORPORATION Healthcare 17,775.0 $5.6M 0.04% +10K +126.9% $314.85 +5.0%
418 KWEB KRANESHARES TRUST 227,232.0 $5.6M 0.04% +223K +5868.8% $24.47 +7.9%
419 ONEQ FIDELITY COMWLTH TR 53,629.0 $5.5M 0.04% +52K +3337.8% $103.22 -0.2%
420 TEAM ATLASSIAN CORPORATION Technology 71,052.0 $5.5M 0.04% +67K +1839.7% $77.79 +114.0%
Page 21 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%