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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 28 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 328,860.0 $3.6M 0.02% +327K +10000.0% $10.92 -11.8%
542 SPYV SPDR SERIES TRUST 58,820.0 $3.6M 0.02% +51K +636.0% $60.79 +4.6%
543 GSK GSK PLC Healthcare 68,126.0 $3.6M 0.02% +48K +232.0% $52.42 -0.7%
544 APOS APOLLO GLOBAL MGMT INC 29,816.0 $3.5M 0.02% +24K +445.5% $118.31
545 LSTR LANDSTAR SYS INC Industrials 17,053.0 $3.5M 0.02% +7K +63.9% $206.81 -13.7%
546 ECL ECOLAB INC Basic Materials 12,647.0 $3.5M 0.02% +9K +224.8% $278.62 +3.9%
547 NSC NORFOLK SOUTHN CORP Industrials 11,181.0 $3.5M 0.02% +6K +123.8% $314.60 +11.6%
548 SHY ISHARES TR 42,815.0 $3.5M 0.02% +35K +434.2% $82.11 -0.0%
549 USFD US FOODS HLDG CORP Consumer Defensive 34,344.0 $3.5M 0.02% +33K +3094.8% $102.25 +6.5%
550 VLUE ISHARES TR 17,571.0 $3.5M 0.02% +16K +1023.5% $199.81 +0.7%
551 MOAT VANECK ETF TRUST 33,588.0 $3.5M 0.02% +13K +60.3% $103.96 +9.7%
552 VIS VANGUARD WORLD FD 9,660.0 $3.5M 0.02% +9K +1078.0% $360.41 -5.1%
553 WM WASTE MGMT INC DEL Industrials 15,544.0 $3.5M 0.02% +13K +440.5% $222.87 -0.3%
554 FIRST TR EXCH TRADED FD III 46,830.0 $3.5M 0.02% +29K +156.8% $73.80
555 TXG 10X GENOMICS INC Healthcare 90,139.0 $3.5M 0.02% +78K +672.3% $38.34 +68.8%
556 CAG CONAGRA BRANDS INC Consumer Defensive 256,642.0 $3.5M 0.02% +248K +2721.5% $13.46 +20.8%
557 JKHY HENRY JACK & ASSOC INC Technology 24,711.0 $3.4M 0.02% +22K +819.6% $137.74 +26.1%
558 WTRG ESSENTIAL UTILS INC Utilities 88,802.0 $3.4M 0.02% +88K +7027.0% $38.31 +6.4%
559 CASY CASEYS GEN STORES INC Consumer Cyclical 4,275.0 $3.4M 0.02% +1K +50.6% $794.95 +3.8%
560 TROW PRICE T ROWE GROUP INC Financial Services 29,797.0 $3.4M 0.02% +10K +49.6% $113.69 -0.7%
Page 28 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%