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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 23 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PUT BLUE OWL CAPITAL CORPORATION 10,000.0 $109K 0.00% NEW $10.87
442 UPWK UPWORK INC Industrials 12,936.0 $108K 0.00% NEW $8.36 +2.0%
443 PIONEER ACQUISITION I CORP 10,500.0 $107K 0.00% NEW $10.23
444 HD CALL HOME DEPOT INC Consumer Cyclical 300.0 $106K 0.00% NEW $352.68 -4.5%
445 SPIRE GLOBAL INC 5,650.0 $105K 0.00% NEW $18.60
446 AMR ALPHA METALLURGICAL RESOUR I Energy 628.0 $104K 0.00% NEW $164.94 +26.5%
447 DDFJ INNOVATOR ETFS TRUST 5,200.0 $103K 0.00% NEW $19.77 +1.5%
448 CAL REDWOOD ACQUISITION CORP 9,980.0 $103K 0.00% NEW $10.30
449 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 12,966.0 $102K 0.00% NEW $7.90 -6.6%
450 PLAY DAVE &BUSTERS ENTMT INC Communication Services 8,976.0 $102K 0.00% NEW $11.40 -10.6%
451 GESHER ACQUISITION CORP. II 9,800.0 $102K 0.00% NEW $10.43
452 HL HECLA MINING COMPANY Basic Materials 6,600.0 $102K 0.00% NEW $15.43 +33.7%
453 DDS DILLARDS INC Consumer Cyclical 191.0 $101K 0.00% NEW $528.42 +22.4%
454 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 19,376.0 $101K 0.00% NEW $5.20 -3.1%
455 SPBU AIM ETF PRODUCTS TRUST 3,316.0 $100K 0.00% NEW $30.24 +1.3%
456 PACS PACS GROUP INC Financial Services 2,331.0 $99K 0.00% NEW $42.64 +3.1%
457 FLJP FRANKLIN TEMPLETON ETF TR 2,500.0 $99K 0.00% NEW $39.75 +2.5%
458 EVN EATON VANCE MUN INCOME TR Financial Services 8,770.0 $99K 0.00% NEW $11.26 -4.1%
459 AIVI WISDOMTREE TR 1,753.0 $99K 0.00% NEW $56.30 +7.6%
460 IPAC ISHARES TR 1,200.0 $98K 0.00% NEW $81.93 +4.4%
Page 23 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%