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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 44 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GRMN GARMIN LTD Technology 6,529.0 $1.6M 0.01% +5K +233.4% $237.54 +21.7%
862 COPX GLOBAL X FDS 20,121.0 $1.5M 0.01% +19K +1831.0% $76.97 +24.1%
863 FERG FERGUSON ENTERPRISES INC Industrials 6,513.0 $1.5M 0.01% +5K +362.9% $237.32 -0.7%
864 NDSN NORDSON CORP Industrials 5,115.0 $1.5M 0.01% +3K +137.0% $301.69 +10.9%
865 BHP BHP BILLITON LIMITED Basic Materials 18,445.0 $1.5M 0.01% +17K +968.0% $83.31 +15.6%
866 TCAF T ROWE PRICE EXCHANGE-TRADED 37,357.0 $1.5M 0.01% +4K +13.6% $41.10 +4.1%
867 FTRE FORTREA HLDGS INC Healthcare 88,116.0 $1.5M 0.01% +85K +2715.2% $17.40 +6.5%
868 CDW CDW CORP Technology 10,857.0 $1.5M 0.01% +7K +156.4% $140.64 +0.6%
869 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,323.0 $1.5M 0.01% +2K +102.9% $459.13 +19.8%
870 ADSK AUTODESK INC Technology 7,842.0 $1.5M 0.01% +7K +506.5% $194.42 +31.0%
871 KBWB INVESCO EXCH TRADED FD TR II 16,346.0 $1.5M 0.01% +16K +10000.0% $92.98 +3.8%
872 XCEM COLUMBIA ETF TR II 28,712.0 $1.5M 0.01% +28K +5820.0% $52.88 -3.5%
873 CQP CHENIERE ENERGY PARTNERS L P Energy 24,870.0 $1.5M 0.01% +25K +10000.0% $60.95 +12.5%
874 SHM SPDR SERIES TRUST 31,457.0 $1.5M 0.01% +14K +81.2% $47.97 -0.4%
875 IDU ISHARES TR 13,159.0 $1.5M 0.01% +10K +313.5% $114.61 -3.6%
876 ESI ELEMENT SOLUTIONS INC Basic Materials 31,572.0 $1.5M 0.01% +25K +391.7% $47.75 -24.6%
877 RHI ROBERT HALF INC. Industrials 48,982.0 $1.5M 0.01% +45K +1228.2% $30.70 +45.1%
878 GLNK GRAYSCALE CHAINLINK TR ETF Financial Services 232,622.0 $1.5M 0.01% +168K +261.9% $6.40 +56.7%
879 DOX AMDOCS LTD Technology 29,356.0 $1.5M 0.01% +11K +57.0% $50.54 +23.2%
880 TENB TENABLE HLDGS INC Technology 40,212.0 $1.5M 0.01% +39K +3427.4% $36.88 -8.7%
Page 44 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%