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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 64 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 KRC KILROY REALTY CORP Real Estate 17,862.0 $669K 0.00% +17K +1340.5% $37.47 -2.1%
1262 SCHO SCHWAB STRATEGIC TR 27,709.0 $669K 0.00% +19K +212.8% $24.14 -0.1%
1263 SE SEA LTD Consumer Cyclical 6,979.0 $669K 0.00% +2K +47.7% $95.83 +23.5%
1264 DGRW WISDOMTREE TR 6,989.0 $668K 0.00% +4K +166.2% $95.62 +4.2%
1265 ASB ASSOCIATED BANC-CORP Financial Services 21,622.0 $665K 0.00% +19K +603.6% $30.77 +0.1%
1266 TDOC TELADOC HEALTH INC Healthcare 78,220.0 $663K 0.00% +44K +126.8% $8.48 -25.0%
1267 HUN HUNTSMAN CORP Basic Materials 62,061.0 $659K 0.00% +46K +288.9% $10.62 -9.1%
1268 MXL MAXLINEAR INC Technology 5,145.0 $659K 0.00% +5K +1056.2% $128.03 -50.5%
1269 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,220.0 $658K 0.00% +6K +663.2% $91.20 -17.2%
1270 CFFN CAPITOL FED FINL INC Financial Services 77,180.0 $657K 0.00% +76K +4702.7% $8.51 +1.5%
1271 KLIC KULICKE & SOFFA INDS INC Technology 4,896.0 $655K 0.00% +4K +434.5% $133.76 -36.7%
1272 CSTM CONSTELLIUM SE Basic Materials 20,526.0 $654K 0.00% +19K +1499.8% $31.87 -14.0%
1273 G GENPACT LIMITED Technology 23,780.0 $654K 0.00% +11K +83.8% $27.50 +36.5%
1274 PNR PENTAIR PLC Industrials 8,517.0 $653K 0.00% +8K +7934.9% $76.66 -19.0%
1275 BOCT INNOVATOR ETFS TRUST 12,304.0 $652K 0.00% +689.0 +5.9% $53.02 +2.9%
1276 VLTO VERALTO CORP Industrials 7,356.0 $652K 0.00% +6K +377.7% $88.68 +10.9%
1277 CPK CHESAPEAKE UTILS CORP Utilities 5,312.0 $651K 0.00% +5K +2503.9% $122.46 +8.9%
1278 ZTS ZOETIS INC Healthcare 9,047.0 $650K 0.00% +8K +492.5% $71.86 +4.4%
1279 FDIS FIDELITY COVINGTON TRUST 6,318.0 $650K 0.00% +6K +1899.4% $102.83 -1.5%
1280 SPGP INVESCO EXCHANGE TRADED FD T 5,300.0 $648K 0.00% +3K +100.1% $122.29 +4.2%
Page 64 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%