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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 88 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 SLQD ISHARES TR 5,037.0 $254K 0.00% +5K +1347.4% $50.37 -0.5%
1742 DFSD DIMENSIONAL ETF TRUST 5,301.0 $253K 0.00% +284.0 +5.7% $47.75 -1.0%
1743 TDAY USA TODAY CO INC Communication Services 29,576.0 $253K 0.00% +28K +1845.8% $8.55 -25.8%
1744 R RYDER SYS INC Industrials 957.0 $252K 0.00% +800.0 +509.6% $263.77 -6.8%
1745 ACM AECOM Industrials 3,616.0 $252K 0.00% +3K +262.3% $69.80 -0.9%
1746 ICF ISHARES TR 3,730.0 $252K 0.00% +278.0 +8.1% $67.63 +0.2%
1747 ICFI ICF INTL INC Industrials 3,456.0 $252K 0.00% +3K +1863.6% $72.86 +23.8%
1748 FDIG FIDELITY COVINGTON TRUST 5,889.0 $252K 0.00% +6K +4766.9% $42.73 +1.5%
1749 PECO PHILLIPS EDISON & CO INC Real Estate 6,045.0 $252K 0.00% +6K +7551.9% $41.63 -6.1%
1750 EGBN EAGLE BANCORPORATION INC Financial Services 8,827.0 $251K 0.00% +8K +1003.4% $28.39 -2.9%
1751 SEADRILL LTD 6,621.0 $250K 0.00% +6K +4595.7% $37.82
1752 WEN WENDYS CO Consumer Cyclical 30,168.0 $250K 0.00% +28K +1532.5% $8.29 -0.2%
1753 JETS ETF SER SOLUTIONS 7,502.0 $249K 0.00% +7K +3119.7% $33.22 -12.2%
1754 RLAY RELAY THERAPEUTICS INC Healthcare 13,256.0 $248K 0.00% +13K +5739.6% $18.71 +0.3%
1755 ROIV ROIVANT SCIENCES LTD Healthcare 6,989.0 $247K 0.00% +5K +186.8% $35.39 -1.9%
1756 FDLO FIDELITY COVINGTON TRUST 3,615.0 $247K 0.00% +1K +45.2% $68.34 +7.0%
1757 LAZ LAZARD INC Financial Services 5,876.0 $246K 0.00% +5K +949.3% $41.94 +4.0%
1758 KBE SPDR SERIES TRUST 3,610.0 $246K 0.00% +3K +231.2% $68.22 +0.3%
1759 CBL CBL &ASSOC PPTYS INC Real Estate 4,637.0 $246K 0.00% +4K +3284.7% $53.09 +3.7%
1760 IOSP INNOSPEC INC Basic Materials 3,014.0 $245K 0.00% +3K +894.7% $81.39 +17.2%
Page 88 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%