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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 41 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CHTR CHARTER COMMUNICATIONS INC Communication Services 12,902.0 $1.8M 0.01% +13K +7672.3% $142.21 +8.2%
802 CPB THE CAMPBELLS COMPANY Consumer Defensive 82,341.0 $1.8M 0.01% +81K +4667.9% $22.27 +4.3%
803 PPA INVESCO EXCHANGE TRADED FD T 10,249.0 $1.8M 0.01% +6K +148.5% $176.66 -2.4%
804 XLRE SELECT SECTOR SPDR TR 41,076.0 $1.8M 0.01% +39K +2219.4% $44.03 +2.4%
805 FRSH FRESHWORKS INC Technology 177,343.0 $1.8M 0.01% +172K +3383.5% $10.12 +27.6%
806 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 46,279.0 $1.8M 0.01% +19K +67.2% $38.73 +60.3%
807 SPG SIMON PPTY GROUP INC NEW Real Estate 8,010.0 $1.8M 0.01% +7K +672.4% $223.67 -2.9%
808 VNOM VIPER ENERGY INC Energy 41,728.0 $1.8M 0.01% +42K +10000.0% $42.40 +4.3%
809 QTUM ETF SER SOLUTIONS 10,687.0 $1.8M 0.01% +11K +9193.0% $165.39 -10.0%
810 SSO PROSHARES TR 26,208.0 $1.8M 0.01% +8K +40.8% $67.38 +4.1%
811 XSW SPDR SERIES TRUST 10,274.0 $1.8M 0.01% +4K +53.5% $171.80 +16.3%
812 WBD WARNER BROS DISCOVERY INC Communication Services 66,137.0 $1.8M 0.01% +60K +1001.2% $26.66 +7.8%
813 CMRE COSTAMARE INC Industrials 125,474.0 $1.8M 0.01% +116K +1253.7% $14.02 +5.8%
814 JMUB J P MORGAN EXCHANGE TRADED F 34,627.0 $1.8M 0.01% +31K +754.8% $50.65 -1.9%
815 GTLB GITLAB INC Technology 57,394.0 $1.8M 0.01% +55K +1928.8% $30.53 +35.3%
816 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,716.0 $1.7M 0.01% +3K +202.7% $370.60 -3.2%
817 VMBS VANGUARD SCOTTSDALE FDS 37,289.0 $1.7M 0.01% +33K +787.0% $46.81 -1.0%
818 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 13,568.0 $1.7M 0.01% +13K +7354.9% $128.54 +1.4%
819 FIDELITY COVINGTON TRUST 22,451.0 $1.7M 0.01% +16K +225.8% $77.25
820 STT STATE STR CORP Financial Services 10,224.0 $1.7M 0.01% +8K +373.3% $169.61 +14.2%
Page 41 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%