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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 71 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 FDT FIRST TR EXCH TRD ALPHDX FD 5,418.0 $513K 0.00% +5K +2157.5% $94.68 +1.6%
1402 FMAG FIDELITY COVINGTON TRUST 13,917.0 $512K 0.00% +14K +10000.0% $36.77 -1.9%
1403 SHC SOTERA HEALTH CO Healthcare 28,807.0 $511K 0.00% +26K +1134.2% $17.75 +8.6%
1404 DLR DIGITAL RLTY TR INC Real Estate 2,839.0 $510K 0.00% +3K +7573.0% $179.55 +3.3%
1405 HLI HOULIHAN LOKEY INC Financial Services 3,788.0 $508K 0.00% +4K +6009.7% $134.13 -0.8%
1406 GDEC FIRST TR EXCHNG TRADED FD VI 12,752.0 $508K 0.00% +6K +100.0% $39.80 +2.2%
1407 UFCS UNITED FIRE GROUP INC Financial Services 9,677.0 $507K 0.00% +10K +8540.2% $52.44 +2.9%
1408 VAL VALARIS LTD Energy 6,971.0 $506K 0.00% +3K +66.2% $72.60 +18.9%
1409 RSPM INVESCO EXCHANGE TRADED FD T 13,096.0 $506K 0.00% +7K +100.0% $38.64 +5.6%
1410 MIDD MIDDLEBY CORP Industrials 2,936.0 $505K 0.00% +829.0 +39.4% $172.01 -34.5%
1411 FENI FIDELITY COVINGTON TRUST 12,558.0 $504K 0.00% +8K +165.2% $40.13 +3.2%
1412 TAN INVESCO EXCH TRADED FD TR II 8,520.0 $504K 0.00% +686.0 +8.8% $59.15 -17.8%
1413 CNS COHEN & STEERS INC Financial Services 6,590.0 $502K 0.00% +5K +397.0% $76.14 +8.7%
1414 IGIB ISHARES TR 9,416.0 $501K 0.00% +8K +624.9% $53.17 -1.8%
1415 MTN VAIL RESORTS INC Consumer Cyclical 3,674.0 $500K 0.00% +1K +53.1% $136.14 +4.3%
1416 FCAL FIRST TR EXCH TRADED FD III 10,070.0 $500K 0.00% +8K +319.6% $49.65 -2.6%
1417 PAYC PAYCOM SOFTWARE INC Technology 3,974.0 $499K 0.00% +2K +105.9% $125.68 +89.8%
1418 PFO FLAHERTY &CRUMRINE PFD INCO Financial Services 54,038.0 $499K 0.00% +50K +1164.0% $9.24 -1.9%
1419 ASAN ASANA INC Technology 71,105.0 $498K 0.00% +69K +3188.8% $7.00 +45.6%
1420 RELY REMITLY GLOBAL INC Technology 22,057.0 $494K 0.00% +21K +1552.2% $22.41 +18.5%
Page 71 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%