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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 65 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CGXU CAPITAL GROUP INTL FOCUS EQT 18,684.0 $647K 0.00% +5K +32.8% $34.62 +2.1%
1282 AIM ETF PRODUCTS TRUST 18,947.0 $647K 0.00% +5K +32.2% $34.14
1283 VNO VORNADO RLTY TR Real Estate 16,434.0 $646K 0.00% +15K +899.6% $39.30 -1.5%
1284 SPMD SPDR SERIES TRUST 9,558.0 $646K 0.00% +9K +994.9% $67.56 -0.6%
1285 SUI SUN CMNTYS INC Real Estate 5,363.0 $643K 0.00% +4K +231.7% $119.91 +2.7%
1286 AIM ETF PRODUCTS TRUST 20,128.0 $643K 0.00% +4K +26.0% $31.93
1287 RPM RPM INTL INC Basic Materials 5,777.0 $642K 0.00% +5K +744.6% $111.14 -4.9%
1288 DFAX DIMENSIONAL ETF TRUST 17,426.0 $642K 0.00% +12K +238.8% $36.84 +4.3%
1289 EFAV ISHARES TR 7,296.0 $640K 0.00% +5K +257.3% $87.70 +7.2%
1290 BUFB INNOVATOR ETFS TRUST 16,228.0 $638K 0.00% +8K +100.0% $39.31 +2.4%
1291 UDR UDR INC Real Estate 15,967.0 $637K 0.00% +10K +187.6% $39.92 -7.1%
1292 PERIMETER SOLUTIONS INC 17,843.0 $636K 0.00% +3K +17.2% $35.65
1293 ESML ISHARES TR 11,343.0 $634K 0.00% +9K +302.4% $55.93 -0.5%
1294 DOCN DIGITALOCEAN HLDGS INC Technology 4,025.0 $632K 0.00% +4K +1974.7% $157.04 -22.5%
1295 FOXA FOX CORP Communication Services 12,109.0 $632K 0.00% +6K +106.3% $52.16 +28.9%
1296 GJUN FIRST TR EXCHNG TRADED FD VI 15,318.0 $631K 0.00% +8K +100.0% $41.19 +1.8%
1297 CMPR CIMPRESS PLC Communication Services 6,200.0 $631K 0.00% +6K +7194.1% $101.70 -12.5%
1298 NCNO NCINO INC Technology 38,565.0 $631K 0.00% +35K +992.2% $16.35 +42.6%
1299 PHR PHREESIA INC Healthcare 61,119.0 $629K 0.00% +60K +5057.7% $10.29 +15.3%
1300 BAPR INNOVATOR ETFS TRUST 11,806.0 $629K 0.00% +1K +12.7% $53.26 +2.3%
Page 65 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%