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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 66 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 39,210.0 $629K 0.00% +35K +802.8% $16.03 +12.5%
1302 PBP INVESCO EXCHANGE TRADED FD T 27,430.0 $628K 0.00% +10K +60.2% $22.90 +1.8%
1303 FCOM FIDELITY COVINGTON TRUST 9,037.0 $628K 0.00% +9K +2011.5% $69.49 +1.2%
1304 CEF SPROTT ASSET MANAGEMENT LP Financial Services 15,605.0 $628K 0.00% +13K +550.2% $40.23 +17.8%
1305 OGE OGE ENERGY CORP Utilities 12,881.0 $627K 0.00% +12K +2144.1% $48.66 -5.4%
1306 AIM ETF PRODUCTS TRUST 21,069.0 $625K 0.00% +2K +10.9% $29.68
1307 CVNA CARVANA CO Consumer Cyclical 9,450.0 $622K 0.00% +9K +3251.1% $65.82 +12.6%
1308 PTCT PTC THERAPEUTICS INC Healthcare 7,589.0 $619K 0.00% +7K +2019.8% $81.57 -12.0%
1309 ASTS AST SPACEMOBILE INC Technology 6,954.0 $618K 0.00% +5K +278.4% $88.87 -30.9%
1310 RING ISHARES INC 9,548.0 $617K 0.00% +9K +2537.6% $64.60 +40.9%
1311 KNSL KINSALE CAP GROUP INC Financial Services 1,870.0 $617K 0.00% +438.0 +30.6% $329.83 +15.8%
1312 OLED UNIVERSAL DISPLAY CORP Technology 7,116.0 $616K 0.00% +6K +562.0% $86.59 -2.0%
1313 SMG SCOTTS MIRACLE-GRO CO Basic Materials 9,047.0 $616K 0.00% +6K +226.7% $68.11 -11.0%
1314 UGI UGI CORP NEW Utilities 17,795.0 $615K 0.00% +13K +300.2% $34.54 +10.7%
1315 LCID LUCID GROUP INC Consumer Cyclical 91,875.0 $615K 0.00% +91K +8641.7% $6.69 -23.9%
1316 SCHE SCHWAB STRATEGIC TR 16,894.0 $613K 0.00% +12K +267.2% $36.26 +2.8%
1317 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,825.0 $611K 0.00% +5K +310.4% $89.48 -24.9%
1318 ETHW BITWISE ETHEREUM ETF Financial Services 54,102.0 $610K 0.00% +50K +1304.9% $11.28 +58.5%
1319 PBR PETROLEO BRASILEIRO S A Energy 37,694.0 $609K 0.00% +37K +4303.5% $16.16 +12.9%
1320 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,485.0 $608K 0.00% +2K +2222.4% $244.77 -15.7%
Page 66 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%