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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 51 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 IXC ISHARES TR 24,256.0 $1.2M 0.01% +22K +1111.6% $49.13 +15.4%
1002 CWB SPDR SERIES TRUST 11,006.0 $1.2M 0.01% +10K +665.9% $107.81 -3.6%
1003 PJUN INNOVATOR ETFS TRUST 27,394.0 $1.2M 0.01% +20K +251.7% $43.23 +2.1%
1004 AIM ETF PRODUCTS TRUST 38,102.0 $1.2M 0.01% +20K +116.0% $31.07
1005 CVLT COMMVAULT SYS INC Technology 8,312.0 $1.2M 0.01% +8K +7065.5% $141.73 -0.3%
1006 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,451.0 $1.2M 0.01% +5K +1269.6% $215.72 -7.5%
1007 MOOG INC 2,772.0 $1.2M 0.01% +3K +10000.0% $423.84
1008 NLR VANECK ETF TRUST 10,104.0 $1.2M 0.01% +6K +157.1% $115.98 +7.9%
1009 CHDN CHURCHILL DOWNS INC Consumer Cyclical 13,040.0 $1.2M 0.01% +7K +135.3% $89.64 -3.8%
1010 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 67,277.0 $1.2M 0.01% +63K +1420.4% $17.35 -4.0%
1011 EWJ ISHARES INC 12,440.0 $1.2M 0.01% +9K +239.1% $93.26 +2.7%
1012 ENTG ENTEGRIS INC Technology 6,437.0 $1.2M 0.01% +4K +127.7% $179.84 -20.0%
1013 EBAY EBAY INC. Consumer Cyclical 10,311.0 $1.2M 0.01% +10K +3204.8% $111.75 -8.4%
1014 DT DYNATRACE INC Technology 26,108.0 $1.1M 0.01% +24K +920.6% $43.91 +21.2%
1015 HUBS HUBSPOT INC Technology 6,269.0 $1.1M 0.01% +6K +1368.2% $182.51 +39.1%
1016 BEN FRANKLIN RESOURCES INC Financial Services 34,310.0 $1.1M 0.01% +8K +29.8% $33.27 +5.8%
1017 AIZ ASSURANT INC Financial Services 4,242.0 $1.1M 0.01% +3K +222.8% $268.59 +6.6%
1018 QTEC FIRST TR EXCHANGE-TRADED FD 3,395.0 $1.1M 0.01% +1K +49.7% $334.69 -4.3%
1019 POR PORTLAND GEN ELEC CO Utilities 21,888.0 $1.1M 0.01% +21K +4045.4% $51.83 -4.2%
1020 AER AERCAP HOLDINGS NV Industrials 7,768.0 $1.1M 0.01% +4K +123.2% $145.79 +0.9%
Page 51 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%