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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 33 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ACYN FIRST TR EXCHANGE-TRADED FD 128,630.0 $2.7M 0.02% +126K +4897.3% $20.79 -0.2%
642 IGV ISHARES TR 29,498.0 $2.7M 0.02% +29K +5729.6% $90.60 +12.5%
643 NEAR ISHARES U S ETF TR 52,596.0 $2.7M 0.02% +52K +10000.0% $50.66 -0.1%
644 LITE LUMENTUM HLDGS INC Technology 3,094.0 $2.7M 0.02% +2K +191.6% $858.06 +8.5%
645 PFF ISHARES TR 87,005.0 $2.7M 0.02% +67K +335.1% $30.49 +0.5%
646 CARR CARRIER GLOBAL CORPORATION Industrials 36,045.0 $2.6M 0.02% +27K +299.2% $73.35 -19.8%
647 MDYG SPDR SERIES TRUST 23,559.0 $2.6M 0.02% +23K +6216.1% $112.09 -1.9%
648 SEIC SEI INVTS CO Financial Services 30,065.0 $2.6M 0.02% +11K +55.6% $87.71 +26.3%
649 VOD VODAFONE GROUP PLC Communication Services 199,343.0 $2.6M 0.02% +195K +4894.8% $13.22 +20.7%
650 ATO ATMOS ENERGY CORP Utilities 15,304.0 $2.6M 0.02% +4K +37.9% $172.26 -2.0%
651 S SENTINELONE INC Technology 154,602.0 $2.6M 0.02% +149K +2510.2% $16.97 +19.8%
652 SPYD SPDR SERIES TRUST 54,945.0 $2.6M 0.02% +48K +658.5% $47.71 +5.7%
653 KGS KODIAK GAS SVCS INC Energy 34,890.0 $2.6M 0.02% +35K +10000.0% $75.13 -19.8%
654 PRU PRUDENTIAL FINL INC Financial Services 24,280.0 $2.6M 0.02% +22K +1087.9% $107.93 +11.3%
655 UNILEVER PLC 43,518.0 $2.6M 0.02% +40K +999.2% $60.12
656 EQIX EQUINIX INC Real Estate 2,505.0 $2.6M 0.02% +2K +217.5% $1042.44 +3.2%
657 DHI D R HORTON INC Consumer Cyclical 16,000.0 $2.6M 0.02% +13K +433.2% $162.87 -8.1%
658 KLARNA GROUP PLC 128,655.0 $2.6M 0.02% +64K +99.8% $20.24
659 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 32,052.0 $2.6M 0.02% +30K +1336.0% $81.16 -8.7%
660 CBRE CBRE GROUP INC Real Estate 19,302.0 $2.6M 0.02% +10K +113.5% $134.69 +11.5%
Page 33 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%