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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 62 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CMF ISHARES CALIFORNIA MUNI BOND ETF 12,669.0 $730K 0.01% +5K +63.3% $57.64 -2.1%
1222 SPAB SPDR SERIES TRUST 28,580.0 $729K 0.01% +18K +171.7% $25.52 -1.3%
1223 BIBL NORTHERN LTS FD TR IV 12,595.0 $729K 0.01% +6K +85.7% $57.88 -2.7%
1224 PHO INVESCO EXCHANGE TRADED FD T 10,546.0 $728K 0.01% +9K +457.7% $69.08 +4.5%
1225 RKT ROCKET COS INC Financial Services 46,206.0 $728K 0.01% +31K +200.8% $15.75 -9.6%
1226 FTGC FIRST TR EXCHANGE TRAD FD VI 26,881.0 $727K 0.01% +22K +479.1% $27.05 +13.2%
1227 ON ON SEMICONDUCTOR CORP Technology 7,688.0 $727K 0.01% +7K +665.7% $94.53 -20.9%
1228 BSEP INNOVATOR ETFS TRUST 13,722.0 $724K 0.01% +2K +12.9% $52.73 +2.5%
1229 MC MOELIS & CO Financial Services 11,046.0 $723K 0.01% +10K +1725.8% $65.42 +4.9%
1230 SR SPIRE INC Utilities 9,224.0 $720K 0.01% +8K +856.9% $78.09 +5.7%
1231 SPHY SPDR SERIES TRUST 30,706.0 $720K 0.01% +23K +307.2% $23.44 -0.3%
1232 BMAR INNOVATOR ETFS TRUST 12,468.0 $718K 0.01% +961.0 +8.3% $57.63 +2.5%
1233 FMAT FIDELITY COVINGTON TRUST 12,248.0 $717K 0.01% +11K +778.0% $58.51 +4.7%
1234 FDN FIRST TR EXCHANGE-TRADED FD 2,702.0 $715K 0.01% +2K +286.0% $264.72 +11.0%
1235 APTIV PLC 11,622.0 $713K 0.01% +6K +121.2% $61.38
1236 FELG FIDELITY COVINGTON TRUST 16,239.0 $710K 0.01% +13K +400.1% $43.75 +1.7%
1237 BAND BANDWIDTH INC Technology 11,184.0 $708K 0.01% +11K +9067.2% $63.30 -18.1%
1238 FNDA SCHWAB STRATEGIC TR 18,531.0 $705K 0.01% +9K +98.4% $38.06 -1.2%
1239 CFR CULLEN FROST BANKERS INC Financial Services 4,540.0 $702K 0.01% +1K +39.0% $154.52 +4.4%
1240 BDEC INNOVATOR ETFS TRUST 13,182.0 $701K 0.01% +1K +10.5% $53.20 +2.9%
Page 62 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%