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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 46 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 STRL STERLING INFRASTRUCTURE INC Industrials 1,700.0 $1.4M 0.01% +1K +143.6% $839.36 -39.5%
902 ISTB ISHARES TR 29,525.0 $1.4M 0.01% +20K +226.3% $48.25 -0.3%
903 CGSD CAPITAL GRP FIXED INCM ETF T 55,345.0 $1.4M 0.01% +35K +169.4% $25.73 +0.1%
904 DXCM DEXCOM INC Healthcare 21,139.0 $1.4M 0.01% +17K +382.7% $67.35 +32.9%
905 AZO AUTOZONE INC Consumer Cyclical 445.0 $1.4M 0.01% +293.0 +192.8% $3198.96 -7.7%
906 IYF ISHARES TR 11,162.0 $1.4M 0.01% +11K +1940.6% $127.51 +7.7%
907 STNG SCORPIO TANKERS INC Energy 20,528.0 $1.4M 0.01% +20K +2138.6% $69.26 +11.6%
908 PICK ISHARES INC 24,382.0 $1.4M 0.01% +24K +4293.1% $58.15 +13.7%
909 SAP SAP SE Technology 9,182.0 $1.4M 0.01% +7K +366.8% $154.11 +41.3%
910 ARES ARES MANAGEMENT CORPORATION Financial Services 12,695.0 $1.4M 0.01% +9K +291.6% $111.31 +29.5%
911 GFS GLOBALFOUNDRIES INC Technology 17,140.0 $1.4M 0.01% +16K +1408.8% $82.41 -44.1%
912 HEFA ISHARES TR 29,956.0 $1.4M 0.01% +13K +78.2% $46.93 +0.6%
913 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,908.0 $1.4M 0.01% +1K +59.0% $359.00 -2.7%
914 PINS PINTEREST INC Communication Services 66,648.0 $1.4M 0.01% +64K +2438.0% $21.03 +10.7%
915 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 36,710.0 $1.4M 0.01% +2K +5.2% $38.15 +4.3%
916 ARKK ARK ETF TR 17,314.0 $1.4M 0.01% +6K +52.1% $80.82 +8.0%
917 NDAQ NASDAQ INC Financial Services 17,702.0 $1.4M 0.01% +12K +206.1% $78.82 +27.5%
918 UMAR INNOVATOR ETFS TRUST 33,000.0 $1.4M 0.01% +16K +100.0% $42.25 +1.9%
919 NATWEST GROUP PLC 78,828.0 $1.4M 0.01% +75K +2143.9% $17.63
920 IRIDIUM COMMUNICATIONS INC 25,318.0 $1.4M 0.01% +23K +880.6% $54.85
Page 46 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%