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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 9 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MO ALTRIA GROUP INC Consumer Defensive 265,735.0 $19.1M 0.13% +227K +587.1% $71.95 -4.8%
162 IGSB ISHARES TR 360,543.0 $18.9M 0.12% +58K +19.1% $52.41 -0.5%
163 IAU ISHARES GOLD TR Financial Services 249,615.0 $18.8M 0.12% +153K +158.8% $75.51 +15.8%
164 MBB ISHARES TR 198,697.0 $18.8M 0.12% +100K +101.1% $94.52 -1.3%
165 DAL DELTA AIR LINES INC Industrials 197,853.0 $18.5M 0.12% +180K +1008.0% $93.66 -11.9%
166 IEF ISHARES TR 194,779.0 $18.4M 0.12% +194K +10000.0% $94.57 -1.6%
167 IWM ISHARES TR 61,143.0 $18.4M 0.12% +28K +86.3% $300.46 -0.8%
168 VGK VANGUARD INTL EQUITY INDEX F 206,708.0 $18.3M 0.12% +206K +10000.0% $88.54 +4.6%
169 BA BOEING CO Industrials 84,534.0 $18.3M 0.12% +78K +1207.6% $216.47 -2.8%
170 CMI CUMMINS INC Industrials 25,591.0 $18.3M 0.12% +24K +1649.2% $713.20 -19.9%
171 TECHNIPFMC PLC 274,948.0 $18.2M 0.12% +261K +1893.0% $66.30
172 AMGN AMGEN INC Healthcare 50,310.0 $18.2M 0.12% +45K +862.1% $362.12 +22.6%
173 ES EVERSOURCE ENERGY Utilities 252,056.0 $18.2M 0.12% +243K +2800.5% $72.27 -1.4%
174 BSV VANGUARD BD INDEX FDS 230,538.0 $18.0M 0.12% +70K +43.3% $77.91 -0.4%
175 GM GENERAL MTRS CO Consumer Cyclical 229,905.0 $17.7M 0.12% +207K +906.1% $77.08 +12.8%
176 JCI JOHNSON CONTROLS INTERNATION Industrials 120,377.0 $17.6M 0.12% +110K +1058.1% $146.11 -2.1%
177 DFAC DIMENSIONAL ETF TRUST 394,802.0 $17.5M 0.12% +42K +11.9% $44.36 +2.5%
178 CPT CAMDEN PPTY TR Real Estate 152,966.0 $17.5M 0.12% +138K +903.4% $114.49 -4.7%
179 ANET ARISTA NETWORKS INC Technology 102,811.0 $17.5M 0.12% +93K +989.6% $169.88 +10.8%
180 CGDV CAPITAL GROUP DIVIDEND VALUE 351,383.0 $17.3M 0.12% +285K +425.7% $49.28 +1.5%
Page 9 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%