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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 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USMC PRINCIPAL EXCHANGE TRADED FD 8,002.0 $593K 0.00% NEW $74.13 +2.3%
162 VFLO VICTORY PORTFOLIOS II 12,882.0 $589K 0.00% NEW $45.75 +21.2%
163 BDCI BTC DEV CORP Financial Services 58,348.0 $588K 0.00% NEW $10.07 +0.5%
164 GEN GEN DIGITAL INC Technology 23,605.0 $588K 0.00% NEW $24.89 +17.0%
165 TOTL SSGA ACTIVE ETF TR 14,832.0 $585K 0.00% NEW $39.47 -1.6%
166 AMD PUT ADVANCED MICRO DEVICES INC Technology 1,000.0 $581K 0.00% NEW $580.91 -21.4%
167 INTERPRIVATE INVTS PARTNERS 58,300.0 $578K 0.00% NEW $9.92
168 MCKINLEY ACQUISITION CORP 56,617.0 $575K 0.00% NEW $10.15
169 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 25,600.0 $570K 0.00% NEW $22.26 -3.5%
170 BLRK BLUEROCK ACQUISITION CORP Financial Services 56,796.0 $567K 0.00% NEW $9.98 +0.9%
171 PPH VANECK ETF TRUST 5,150.0 $563K 0.00% NEW $109.35 +6.5%
172 COLD AMERICOLD REALTY TRUST INC Real Estate 35,783.0 $563K 0.00% NEW $15.72 -3.9%
173 PZT INVESCO EXCH TRADED FD TR II 24,730.0 $562K 0.00% NEW $22.73 -3.1%
174 RANGE CAP ACQUISITION CORP I 55,120.0 $557K 0.00% NEW $10.11
175 FRD FRIEDMAN INDS INC Basic Materials 17,234.0 $555K 0.00% NEW $32.18 +30.7%
176 LATA GALATA ACQUISITION CORP II Financial Services 53,628.0 $542K 0.00% NEW $10.11 +0.4%
177 OSCR OSCAR HEALTH INC Healthcare 18,781.0 $536K 0.00% NEW $28.52 +11.5%
178 CARTESIAN GROWTH CORP IV 53,500.0 $535K 0.00% NEW $10.00
179 ACYS FIRST TR EXCHANGE-TRADED FD 25,977.0 $534K 0.00% NEW $20.54 -0.2%
180 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 8,935.0 $530K 0.00% NEW $59.36 -7.6%
Page 9 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%