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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 8 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VONG VANGUARD SCOTTSDALE FDS 173,096.0 $22.1M 0.15% +151K +677.0% $127.81 -2.5%
142 SCHP SCHWAB STRATEGIC TR 828,847.0 $22.0M 0.15% +42K +5.3% $26.50 -1.9%
143 MS MORGAN STANLEY Financial Services 105,002.0 $21.9M 0.15% +63K +148.4% $209.04 +2.4%
144 HD HOME DEPOT INC Consumer Cyclical 62,212.0 $21.9M 0.14% +46K +295.3% $352.68 -4.3%
145 GS GOLDMAN SACHS GROUP INC Financial Services 21,336.0 $21.6M 0.14% +17K +437.6% $1011.36 +2.5%
146 NVO NOVO-NORDISK A S Healthcare 449,006.0 $21.5M 0.14% +443K +7509.0% $47.94 -2.1%
147 SMH VANECK ETF TRUST 32,615.0 $21.4M 0.14% +32K +3755.2% $655.89 -16.6%
148 LRCX LAM RESEARCH CORP Technology 49,337.0 $21.4M 0.14% +38K +328.5% $433.33 -28.4%
149 BTI BRITISH AMERN TOB PLC Consumer Defensive 343,275.0 $21.2M 0.14% +327K +1998.4% $61.76 -8.2%
150 CNQ CANADIAN NAT RES LTD MED TER Energy 531,029.0 $21.0M 0.14% +518K +3970.1% $39.50 +28.3%
151 BMY BRISTOL-MYERS SQUIBB CO Healthcare 363,882.0 $21.0M 0.14% +291K +397.7% $57.62 +16.8%
152 IYW ISHARES TR 82,347.0 $20.8M 0.14% +59K +247.0% $252.23 -3.2%
153 MINT PIMCO ETF TR 201,520.0 $20.3M 0.14% +130K +182.9% $100.81 -0.1%
154 VZ VERIZON COMMUNICATIONS INC Communication Services 476,906.0 $20.2M 0.13% +381K +398.7% $42.34 +18.4%
155 JBHT HUNT J B TRANS SVCS INC Industrials 69,718.0 $20.2M 0.13% +55K +378.6% $289.43 -10.2%
156 PAYX PAYCHEX INC Industrials 202,087.0 $19.9M 0.13% +175K +652.2% $98.33 +28.1%
157 XTEN BONDBLOXX ETF TRUST 435,819.0 $19.9M 0.13% +28K +7.0% $45.58 -2.5%
158 PM PHILIP MORRIS INTL INC Consumer Defensive 108,887.0 $19.7M 0.13% +95K +689.1% $180.92 +5.8%
159 PFE PFIZER INC Healthcare 811,104.0 $19.5M 0.13% +731K +915.7% $24.08 +16.2%
160 ETN EATON CORP PLC Industrials 45,507.0 $19.4M 0.13% +30K +185.4% $426.13 -4.1%
Page 8 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%