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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 25 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PDI PIMCO DYNAMIC INCOME FD Financial Services 266,894.0 $4.5M 0.03% +262K +5860.1% $16.70 -7.4%
482 FNV FRANCO NEV CORP Basic Materials 21,183.0 $4.4M 0.03% +21K +4045.4% $208.44 +30.4%
483 SNPS SYNOPSYS INC Technology 9,877.0 $4.4M 0.03% +8K +526.7% $446.07 -8.4%
484 ACN ACCENTURE PLC IRELAND Technology 35,207.0 $4.4M 0.03% +24K +220.2% $124.44 +50.2%
485 CENCORA INC 15,355.0 $4.3M 0.03% +12K +308.7% $282.98
486 FSIG FIRST TR EXCHANGE-TRADED FD 230,021.0 $4.3M 0.03% +216K +1524.2% $18.86 -0.3%
487 NYT NEW YORK TIMES CO MTN BE Communication Services 61,679.0 $4.3M 0.03% +55K +810.5% $69.98 -2.0%
488 AME AMETEK INC Industrials 17,667.0 $4.3M 0.03% +15K +556.8% $241.93 -0.1%
489 TFC TRUIST FINL CORP Financial Services 85,253.0 $4.2M 0.03% +59K +221.7% $49.82 +1.0%
490 HAS HASBRO INC Consumer Cyclical 51,295.0 $4.2M 0.03% +41K +411.9% $82.59 +17.1%
491 BKNG BOOKING HOLDINGS INC Consumer Cyclical 23,651.0 $4.2M 0.03% +22K +1778.5% $178.24 +19.9%
492 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 47,492.0 $4.2M 0.03% +47K +5396.8% $88.60 -37.3%
493 DHR DANAHER CORP DEL Healthcare 22,030.0 $4.2M 0.03% +11K +108.0% $190.48 +13.4%
494 J P MORGAN EXCHANGE TRADED F 82,927.0 $4.2M 0.03% +47K +131.5% $50.57
495 VRSN VERISIGN INC Technology 16,609.0 $4.2M 0.03% +13K +388.4% $251.56 +16.8%
496 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 13,844.0 $4.2M 0.03% +13K +1550.1% $301.03 -20.2%
497 MPWR MONOLITHIC PWR SYS INC Technology 3,005.0 $4.2M 0.03% +2K +185.9% $1382.43 -5.7%
498 FULT FULTON FINL CORP PA Financial Services 170,976.0 $4.1M 0.03% +71K +71.2% $24.19 -2.2%
499 MLI MUELLER INDS INC Industrials 33,622.0 $4.1M 0.03% +32K +2179.5% $122.93 -50.0%
500 MCO MOODYS CORP Financial Services 9,112.0 $4.1M 0.03% +5K +144.6% $452.89 +13.3%
Page 25 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%