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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 27 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 USRT ISHARES TR 57,296.0 $3.8M 0.03% +57K +10000.0% $66.45 +1.7%
522 VONV VANGUARD SCOTTSDALE FDS 35,565.0 $3.8M 0.03% +18K +97.4% $106.31 +6.5%
523 HYLS FIRST TR EXCHANGE-TRADED FD 92,005.0 $3.7M 0.03% +85K +1311.8% $40.65 +0.0%
524 VCLT VANGUARD SCOTTSDALE FDS 49,666.0 $3.7M 0.03% +22K +77.8% $75.25 -3.4%
525 ACWI ISHARES TR 23,759.0 $3.7M 0.03% +15K +177.7% $156.97 +2.6%
526 SHW SHERWIN WILLIAMS CO Basic Materials 10,794.0 $3.7M 0.03% +4K +55.5% $344.33 +1.8%
527 VOX VANGUARD WORLD FD 20,163.0 $3.7M 0.03% +20K +3026.1% $183.95 +2.8%
528 BLUE OWL CAPITAL CORPORATION 339,843.0 $3.7M 0.02% +258K +317.7% $10.87
529 CDNS CADENCE DESIGN SYSTEM INC Technology 9,830.0 $3.7M 0.02% +6K +142.3% $375.32 -11.6%
530 CGNG CAPITAL GROUP NEW GEOGRAPHY 98,233.0 $3.7M 0.02% +98K +10000.0% $37.46 -1.2%
531 MKC MCCORMICK & CO INC Consumer Defensive 72,847.0 $3.7M 0.02% +50K +224.2% $50.42 +8.1%
532 FVD FIRST TR EXCHANGE-TRADED FD 76,036.0 $3.7M 0.02% +25K +48.1% $48.18 +5.8%
533 ISHARES TR 73,643.0 $3.6M 0.02% +56K +318.0% $49.55
534 NTNX NUTANIX INC Technology 71,599.0 $3.6M 0.02% +68K +2197.8% $50.96 +30.4%
535 PSTG EVERPURE INC 46,279.0 $3.6M 0.02% +42K +1065.7% $78.79
536 SJM SMUCKER J M CO Consumer Defensive 32,345.0 $3.6M 0.02% +16K +99.3% $112.50 +11.5%
537 POOL POOL CORP Industrials 16,924.0 $3.6M 0.02% +17K +5715.8% $214.90 -13.3%
538 ARCC ARES CAPITAL CORP Financial Services 195,960.0 $3.6M 0.02% +167K +570.2% $18.53 +7.6%
539 ROP ROPER TECHNOLOGIES INC Industrials 10,712.0 $3.6M 0.02% +4K +54.5% $338.39 +22.2%
540 MDB MONGODB INC Technology 10,727.0 $3.6M 0.02% +10K +2172.7% $335.90 +20.5%
Page 27 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%