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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 6 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MA MASTERCARD INCORPORATED Financial Services 54,818.0 $28.2M 0.19% +41K +306.3% $513.60 +16.8%
102 PNC PNC FINL SVCS GROUP INC Financial Services 114,053.0 $28.1M 0.19% +80K +233.6% $246.08 -1.0%
103 AVEM AMERICAN CENTY ETF TR 287,031.0 $27.7M 0.18% +264K +1162.5% $96.49 -3.5%
104 XLK SELECT SECTOR SPDR TR 142,236.0 $27.1M 0.18% +117K +469.5% $190.52 -5.5%
105 C CITIGROUP INC Financial Services 192,816.0 $27.0M 0.18% +168K +672.5% $139.96 -5.9%
106 TRV TRAVELERS COMPANIES INC Financial Services 81,086.0 $26.8M 0.18% +76K +1548.1% $330.12 +12.2%
107 DFAU DIMENSIONAL ETF TRUST 517,726.0 $26.8M 0.18% +201K +63.6% $51.69 +2.3%
108 AFLG FIRST TR EXCHNG TRADED FD VI 606,040.0 $26.3M 0.17% +47K +8.4% $43.42 +3.0%
109 PG PROCTER & GAMBLE CO Consumer Defensive 179,023.0 $26.3M 0.17% +129K +260.3% $146.64 -0.0%
110 T AT&T INC Communication Services 1,258,587.0 $26.1M 0.17% +1.2M +1535.4% $20.70 +24.1%
111 FNDF SCHWAB STRATEGIC TR 488,766.0 $25.8M 0.17% +477K +3988.7% $52.76 +5.4%
112 VGT VANGUARD WORLD FD 212,382.0 $25.4M 0.17% +208K +5287.7% $119.52 -2.6%
113 VIG VANGUARD SPECIALIZED FUNDS 106,915.0 $25.3M 0.17% +51K +91.0% $236.62 +3.4%
114 BLUE OWL TECHNOLOGY FIN CORP 2,436,370.0 $25.3M 0.17% +1.2M +104.4% $10.37
115 RDVI FIRST TR EXCHANGE-TRADED FD 858,837.0 $25.2M 0.17% +96K +12.6% $29.40 -0.2%
116 QCOM QUALCOMM INC Technology 135,115.0 $25.0M 0.17% +127K +1515.8% $184.79 -14.2%
117 UPS UNITED PARCEL SVCS INC Industrials 230,676.0 $24.8M 0.16% +215K +1347.0% $107.50 -4.4%
118 CTAS CINTAS CORP Industrials 144,844.0 $24.6M 0.16% +137K +1791.4% $170.08 +21.9%
119 CRWD CROWDSTRIKE HLDGS INC Technology 32,266.0 $24.6M 0.16% +29K +776.8% $190.78 -0.1%
120 DFCF DIMENSIONAL ETF TRUST 581,581.0 $24.5M 0.16% +436K +300.5% $42.21 -1.6%
Page 6 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%