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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 36 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SHYG ISHARES TR 55,063.0 $2.3M 0.01% +52K +1748.4% $42.41 -0.2%
702 CHE CHEMED CORP NEW Healthcare 4,981.0 $2.3M 0.01% +5K +1538.5% $465.76 +17.8%
703 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,662.0 $2.3M 0.01% +3K +227.6% $496.66 +10.2%
704 AKAM AKAMAI TECHNOLOGIES INC Technology 19,587.0 $2.3M 0.01% +18K +1150.8% $118.21 -8.6%
705 PII POLARIS INC Consumer Cyclical 33,779.0 $2.3M 0.01% +34K +10000.0% $68.44 -6.9%
706 ENS ENERSYS Industrials 9,864.0 $2.3M 0.01% +10K +8120.0% $233.82 -17.5%
707 EVRG EVERGY INC Utilities 26,682.0 $2.3M 0.01% +21K +381.5% $86.43 -4.9%
708 AIQ GLOBAL X FDS 35,055.0 $2.3M 0.01% +13K +58.2% $65.61 -3.9%
709 FUTY FIDELITY COVINGTON TRUST 39,313.0 $2.3M 0.01% +12K +45.2% $58.42 -3.9%
710 BLOK AMPLIFY ETF TR 36,627.0 $2.3M 0.01% +25K +202.9% $62.63 +1.3%
711 SPYI NEOS ETF TRUST 43,149.0 $2.3M 0.01% +40K +1418.8% $53.09 +0.8%
712 AJG GALLAGHER ARTHUR J & CO Financial Services 9,978.0 $2.3M 0.01% +9K +627.3% $229.57 +15.4%
713 MSCI MSCI INC Financial Services 4,085.0 $2.3M 0.01% +3K +172.5% $560.01 +0.8%
714 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 29,941.0 $2.3M 0.01% +1K +4.6% $76.40 +4.8%
715 NNN NNN REIT INC Real Estate 49,127.0 $2.3M 0.01% +41K +535.7% $46.53 -1.9%
716 MESOBLAST LTD 168,022.0 $2.3M 0.01% +144K +587.9% $13.53
717 VTR VENTAS INC Real Estate 25,503.0 $2.3M 0.01% +22K +599.9% $88.80 +5.3%
718 AVY AVERY DENNISON CORP Industrials 13,927.0 $2.3M 0.01% +4K +40.5% $162.35 +12.3%
719 TIP ISHARES TR 20,605.0 $2.3M 0.01% +2K +12.1% $109.43 -1.8%
720 IYH ISHARES TR 33,629.0 $2.3M 0.01% +27K +373.6% $67.01 +9.5%
Page 36 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%