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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 59 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CMS CMS ENERGY CORP Utilities 11,048.0 $845K 0.01% +7K +152.8% $76.50 -10.7%
1162 LEA LEAR CORP Consumer Cyclical 6,302.0 $845K 0.01% +6K +1407.7% $134.06 -7.8%
1163 ING ING GROEP N.V. Financial Services 26,831.0 $842K 0.01% +21K +395.4% $31.38 +11.9%
1164 JLL JONES LANG LASALLE INC Real Estate 2,707.0 $839K 0.01% +2K +580.1% $309.95 +22.2%
1165 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 27,785.0 $838K 0.01% +27K +3517.8% $30.17 +16.0%
1166 EMBJ EMBRAER S.A. Industrials 13,131.0 $838K 0.01% +12K +949.6% $63.80 +18.2%
1167 RTO RENTOKIL INITIAL PLC Industrials 29,247.0 $837K 0.01% +18K +150.4% $28.61 -18.0%
1168 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 11,783.0 $835K 0.01% +11K +841.9% $70.88 +4.9%
1169 ARKG ARK ETF TR 19,660.0 $827K 0.01% +5K +37.8% $42.06 +18.6%
1170 PGX INVESCO EXCH TRADED FD TR II 76,106.0 $825K 0.01% +40K +110.9% $10.84 -1.8%
1171 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,424.0 $821K 0.01% +1K +287.0% $576.44 -8.3%
1172 CGCP CAPITAL GRP FIXED INCM ETF T 36,769.0 $820K 0.01% +32K +723.7% $22.29 -0.9%
1173 DOC HEALTHPEAK PROPERTIES INC Real Estate 38,272.0 $819K 0.01% +28K +288.4% $21.40 -0.8%
1174 CACI CACI INTL INC Technology 1,765.0 $818K 0.01% +1K +262.4% $463.26 +36.8%
1175 PATH UIPATH INC Technology 75,054.0 $816K 0.01% +75K +10000.0% $10.87 +68.6%
1176 FXU FIRST TR EXCHANGE-TRADED FD 16,388.0 $809K 0.01% +16K +10000.0% $49.34 -3.1%
1177 TKO TKO GROUP HOLDINGS INC Communication Services 4,004.0 $806K 0.01% +4K +2255.3% $201.31 -8.4%
1178 WEBULL CORP 123,141.0 $803K 0.01% +122K +10000.0% $6.52
1179 PNW PINNACLE WEST CAP CORP Utilities 7,485.0 $801K 0.01% +4K +131.6% $107.00 -8.5%
1180 MSTR STRATEGY INC Technology 9,206.0 $800K 0.01% +7K +240.8% $86.93 +58.1%
Page 59 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%