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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 57 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CGW INVESCO EXCH TRADED FD TR II 13,844.0 $910K 0.01% +3K +25.6% $65.73 -0.6%
1122 PAPR INNOVATOR ETFS TRUST 21,505.0 $907K 0.01% +14K +190.6% $42.20 +1.9%
1123 YETI YETI HLDGS INC Consumer Cyclical 18,309.0 $907K 0.01% +12K +191.8% $49.56 -15.6%
1124 SU SUNCOR ENERGY INC NEW Energy 16,882.0 $906K 0.01% +10K +157.4% $53.68 +23.7%
1125 FN FABRINET Technology 1,603.0 $901K 0.01% +1K +975.8% $562.08 -23.0%
1126 SBAC SBA COMMUNICATIONS CORP Real Estate 5,096.0 $899K 0.01% +3K +198.0% $176.43 +6.0%
1127 VTWO VANGUARD SCOTTSDALE FDS 7,390.0 $897K 0.01% +6K +617.5% $121.42 -0.2%
1128 DGX QUEST DIAGNOSTICS INC Healthcare 4,228.0 $896K 0.01% +3K +476.8% $211.96 +15.4%
1129 EA ELECTRONIC ARTS INC Communication Services 4,369.0 $896K 0.01% +3K +344.5% $205.05 +2.3%
1130 PRF INVESCO EXCHANGE TRADED FD T 16,520.0 $893K 0.01% +610.0 +3.8% $54.03 +3.8%
1131 IDV ISHARES TR 21,515.0 $891K 0.01% +21K +2393.1% $41.43 +7.8%
1132 DY DYCOM INDS INC Industrials 1,763.0 $891K 0.01% +1K +431.0% $505.59 -39.1%
1133 FCFS FIRSTCASH HOLDINGS INC Financial Services 4,108.0 $889K 0.01% +4K +964.2% $216.36 +3.6%
1134 AEM AGNICO EAGLE MINES LTD Basic Materials 5,727.0 $888K 0.01% +5K +554.5% $155.14 +38.9%
1135 SOUTHSTATE BK CORP 8,888.0 $888K 0.01% +9K +3266.7% $99.90
1136 MKTX MARKETAXESS HLDGS INC Financial Services 7,818.0 $887K 0.01% +6K +240.2% $113.49 +43.1%
1137 STM STMICROELECTRONICS N V Technology 11,834.0 $886K 0.01% +11K +1548.2% $74.89 -31.4%
1138 RNR RENAISSANCERE HLDGS LTD Financial Services 2,795.0 $886K 0.01% +2K +810.4% $316.90 +4.3%
1139 BIOHAVEN LTD 59,487.0 $885K 0.01% +55K +1104.2% $14.88
1140 IP INTERNATIONAL PAPER CO Consumer Cyclical 23,230.0 $885K 0.01% +21K +787.0% $38.10 +4.7%
Page 57 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%