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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 7 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JEPI J P MORGAN EXCHANGE TRADED F 432,321.0 $24.4M 0.16% +236K +120.7% $56.48 +2.9%
122 WDC WESTERN DIGITAL CORP Technology 38,169.0 $24.4M 0.16% +33K +584.8% $638.72 -31.8%
123 FNDX SCHWAB STRATEGIC TR 781,859.0 $24.3M 0.16% +759K +3305.2% $31.10 +4.7%
124 IEFA ISHARES TR 251,175.0 $24.3M 0.16% +198K +375.9% $96.58 +4.2%
125 QUAL ISHARES TR 110,053.0 $24.1M 0.16% +56K +102.6% $219.43 +2.0%
126 GD GENERAL DYNAMICS CORP Industrials 67,665.0 $24.0M 0.16% +63K +1512.6% $354.24 +8.3%
127 GSY INVESCO ACTIVELY MANAGED EXC 473,790.0 $23.8M 0.16% +142K +42.7% $50.15 -0.1%
128 SCHD SCHWAB STRATEGIC TR 746,317.0 $23.7M 0.16% +513K +220.0% $31.71 +11.0%
129 AEP AMERICAN ELEC PWR CO INC Utilities 172,534.0 $23.6M 0.16% +164K +2035.1% $136.81 -10.8%
130 RSP INVESCO EXCHANGE TRADED FD T 110,744.0 $23.6M 0.16% +43K +62.4% $212.77 +4.3%
131 AMAT APPLIED MATLS INC Technology 32,497.0 $23.5M 0.16% +23K +228.2% $723.01 -33.0%
132 ORCL ORACLE CORP Technology 160,155.0 $23.5M 0.16% +128K +399.5% $146.55 -2.8%
133 VRT VERTIV HOLDINGS CO Industrials 69,752.0 $23.4M 0.15% +64K +1018.7% $334.82 -23.8%
134 GLD SPDR GOLD TR Financial Services 63,213.0 $23.3M 0.15% +55K +673.2% $368.38 +15.8%
135 ITW ILLINOIS TOOL WKS INC Industrials 85,390.0 $23.1M 0.15% +68K +385.8% $270.47 +5.0%
136 MGV VANGUARD WORLD FD 141,114.0 $23.1M 0.15% +11K +8.5% $163.45 +3.0%
137 KMI KINDER MORGAN INC DEL Energy 712,052.0 $22.8M 0.15% +685K +2553.3% $31.97 -3.0%
138 MTZ MASTEC INC Industrials 54,314.0 $22.6M 0.15% +36K +196.3% $416.05 -38.6%
139 IJH ISHARES TR 289,162.0 $22.3M 0.15% +203K +234.1% $77.11 -1.2%
140 NFLX NETFLIX INC. Communication Services 311,654.0 $22.3M 0.15% +249K +395.7% $71.40 +12.1%
Page 7 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%