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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 54 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 5,838.0 $1.0M 0.01% +2K +48.7% $178.95 +21.7%
1062 DEO DIAGEO PLC Consumer Defensive 12,955.0 $1.0M 0.01% +11K +483.6% $80.38 +14.6%
1063 BNL BROADSTONE NET LEASE INC Real Estate 50,331.0 $1.0M 0.01% +29K +137.9% $20.67 +2.2%
1064 FE FIRSTENERGY CORP Utilities 21,838.0 $1.0M 0.01% +14K +193.8% $47.54 -2.7%
1065 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,288.0 $1.0M 0.01% +2K +113.1% $240.94 +4.2%
1066 RBC RBC BEARINGS INC Industrials 1,601.0 $1.0M 0.01% +1K +450.2% $644.06 -21.0%
1067 XOP SPDR SERIES TRUST 6,671.0 $1.0M 0.01% +7K +8344.3% $154.27 +20.2%
1068 PROP PRAIRIE OPER CO Financial Services 1,423,685.0 $1.0M 0.01% +37K +2.7% $0.72 -25.9%
1069 MFG MIZUHO FINANCIAL GROUP INC Financial Services 107,210.0 $1.0M 0.01% +99K +1277.8% $9.58 +9.0%
1070 LMUB ISHARES TR 19,986.0 $1.0M 0.01% +18K +1215.7% $51.22 -3.6%
1071 EXC EXELON CORP Utilities 21,955.0 $1.0M 0.01% +17K +303.6% $46.62 -5.7%
1072 PD PAGERDUTY INC Technology 105,937.0 $1.0M 0.01% +106K +10000.0% $9.65 +30.9%
1073 ANNALY CAPITAL MANAGEMENT IN 45,478.0 $1.0M 0.01% +43K +1980.4% $22.36
1074 IGF ISHARES TR 15,264.0 $1.0M 0.01% +380.0 +2.5% $66.60 -1.5%
1075 SWK STANLEY BLACK & DECKER INC Industrials 10,780.0 $1.0M 0.01% +7K +208.4% $94.12 +5.4%
1076 W WAYFAIR INC Consumer Cyclical 10,953.0 $1.0M 0.01% +11K +3421.9% $92.42 +13.6%
1077 IEX IDEX CORP Industrials 4,450.0 $1.0M 0.01% +4K +10000.0% $226.95 +3.1%
1078 NXST NEXSTAR MEDIA GROUP INC Communication Services 5,655.0 $1.0M 0.01% +5K +428.5% $178.59 +0.7%
1079 AES AES CORP Utilities 68,864.0 $1.0M 0.01% +66K +2626.2% $14.66 +0.6%
1080 EXI ISHARES TR 5,029.0 $1.0M 0.01% +5K +2773.7% $200.50 +0.3%
Page 54 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%