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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 45 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 GDDY GODADDY INC Technology 17,425.0 $1.5M 0.01% +17K +2804.2% $84.88 +12.6%
882 LYG LLOYDS BANKING GROUP PLC Financial Services 253,609.0 $1.5M 0.01% +182K +255.2% $5.83 +3.6%
883 IPGP IPG PHOTONICS CORP Technology 12,595.0 $1.5M 0.01% +13K +10000.0% $117.32 -36.7%
884 MCY MERCURY GENL CORP NEW Financial Services 13,828.0 $1.5M 0.01% +14K +10000.0% $106.62 -1.5%
885 DFUV DIMENSIONAL ETF TRUST 26,654.0 $1.5M 0.01% +26K +2234.0% $55.01 +4.4%
886 BCS BARCLAYS PLC Financial Services 54,571.0 $1.5M 0.01% +36K +186.6% $26.86 +1.0%
887 VRNS VARONIS SYS INC Technology 34,842.0 $1.5M 0.01% +34K +3102.4% $41.96 -1.3%
888 NVST ENVISTA HOLDINGS CORPORATION Healthcare 55,481.0 $1.5M 0.01% +46K +512.4% $26.35 +5.5%
889 WAL WESTERN ALLIANCE BANCORP Financial Services 17,735.0 $1.5M 0.01% +17K +2233.6% $82.20 -3.2%
890 CHD CHURCH & DWIGHT CO INC Consumer Defensive 15,033.0 $1.5M 0.01% +15K +3996.2% $96.89 +6.2%
891 VSAT VIASAT INC Technology 16,217.0 $1.5M 0.01% +15K +1080.3% $89.81 -20.4%
892 BITB BITWISE BITCOIN ETF TR Financial Services 45,643.0 $1.5M 0.01% +20K +78.7% $31.86 +33.7%
893 NTAP NETAPP INC Technology 9,357.0 $1.4M 0.01% +9K +1077.0% $154.77 +25.3%
894 CBSH COMMERCE BANCSHARES INC Financial Services 25,049.0 $1.4M 0.01% +20K +428.4% $57.75 +1.3%
895 MUR MURPHY OIL CORP Energy 44,398.0 $1.4M 0.01% +44K +10000.0% $32.56 +6.5%
896 XPO XPO INC Industrials 7,033.0 $1.4M 0.01% +3K +80.1% $205.30 -6.3%
897 AFL AFLAC INC Financial Services 12,314.0 $1.4M 0.01% +10K +472.7% $117.25 +0.2%
898 KHC KRAFT HEINZ CO Consumer Defensive 60,960.0 $1.4M 0.01% +45K +293.9% $23.62 +5.0%
899 COOPER COS INC 20,016.0 $1.4M 0.01% +13K +194.5% $71.71
900 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,275.0 $1.4M 0.01% +5K +1553.6% $271.95 -16.7%
Page 45 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%