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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 11 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSJQ INVESCO EXCH TRD SLF IDX FD 19,802.0 $455K 0.00% NEW $22.96 -0.4%
202 SECU BLACKROCK ETF TRUST II 9,073.0 $452K 0.00% NEW $49.86 -0.5%
203 ETX EATON VANCE MUN INCOME TERM Financial Services 23,928.0 $449K 0.00% NEW $18.75 -3.5%
204 NWE NORTHWESTERN ENERGY GROUP IN Utilities 6,250.0 $448K 0.00% NEW $71.62 -2.7%
205 IBMO ISHARES TR 16,894.0 $433K 0.00% NEW $25.64 -0.0%
206 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,106.0 $433K 0.00% NEW $391.46 -4.8%
207 URGN UROGEN PHARMA LTD Healthcare 11,739.0 $432K 0.00% NEW $36.80 +25.4%
208 MEAR ISHARES U S ETF TR 8,516.0 $429K 0.00% NEW $50.38 -0.3%
209 STLA CALL STELLANTIS N.V Consumer Cyclical 74,000.0 $425K 0.00% NEW $5.74 -9.1%
210 ARRY ARRAY TECHNOLOGIES INC Energy 56,474.0 $418K 0.00% NEW $7.41 -38.3%
211 XMPT VANECK ETF TRUST 18,600.0 $416K 0.00% NEW $22.34 -3.9%
212 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 37,171.0 $413K 0.00% NEW $11.11 -3.6%
213 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 26,138.0 $411K 0.00% NEW $15.72 -2.5%
214 IBMP ISHARES TR 16,142.0 $410K 0.00% NEW $25.42 -0.1%
215 BIII BLACK SPADE ACQUISITION III Financial Services 40,995.0 $408K 0.00% NEW $9.95 +0.7%
216 FTSD FRANKLIN ETF TR 4,448.0 $403K 0.00% NEW $90.51 -0.4%
217 LNC LINCOLN NATL CORP IND Financial Services 11,385.0 $402K 0.00% NEW $35.35 +19.9%
218 XLF PUT SELECT SECTOR SPDR TR 7,500.0 $402K 0.00% NEW $53.61 +8.6%
219 FRANKLIN XRP TRUST 35,278.0 $400K 0.00% NEW $11.35
220 PPTA PERPETUA RESOURCES CORP Basic Materials 19,282.0 $400K 0.00% NEW $20.76 +24.9%
Page 11 of 77  ·  1,528 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%