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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 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AOM ISHARES TR 6,044.0 $302K 0.00% -697.0 -10.3% $49.89 -0.3%
42 AXTA AXALTA COATING SYS LTD Basic Materials 8,459.0 $289K 0.00% -3K -29.0% $34.22 +5.4%
43 DBX DROPBOX INC Technology 10,267.0 $282K 0.00% -1K -11.3% $27.47 +27.0%
44 BJUL INNOVATOR ETFS TRUST 5,113.0 $278K 0.00% -6K -54.8% $54.31 +1.8%
45 BYD BOYD GAMING CORP Consumer Cyclical 2,967.0 $262K 0.00% -516.0 -14.8% $88.33 -8.3%
46 USO UNITED STS OIL FD LP Financial Services 2,429.0 $259K 0.00% -5K -67.3% $106.44 +24.2%
47 AGCO AGCO CORP Industrials 2,152.0 $258K 0.00% -81.0 -3.6% $119.69 -8.0%
48 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,798.0 $252K 0.00% -565.0 -23.9% $140.01 +3.2%
49 SPTL SPDR SERIES TRUST 9,181.0 $241K 0.00% -915.0 -9.1% $26.23 -3.8%
50 FBT FIRST TR EXCHANGE-TRADED FD 945.0 $234K 0.00% -71.0 -7.0% $247.89 +8.5%
51 WTFC WINTRUST FINL CORP Financial Services 1,441.0 $231K 0.00% -744.0 -34.0% $160.62 -5.4%
52 SLGN SILGAN HLDGS INC Consumer Cyclical 4,946.0 $229K 0.00% -716.0 -12.7% $46.39 -8.4%
53 DCOR DIMENSIONAL ETF TRUST 2,601.0 $213K 0.00% -254.0 -8.9% $81.98 +2.9%
54 XMHQ INVESCO EXCHANGE TRADED FD T 1,869.0 $211K 0.00% -82.0 -4.2% $112.87 +5.2%
55 TYL TYLER TECHNOLOGIES INC Technology 689.0 $202K 0.00% -268.0 -28.0% $292.46 +21.7%
56 QS QUANTUMSCAPE CORP Consumer Cyclical 25,514.0 $193K 0.00% -31K -55.2% $7.56 -24.3%
57 JBGS JBG SMITH PPTYS Real Estate 12,652.0 $186K 0.00% -915.0 -6.7% $14.67 -14.8%
58 HISF FIRST TR EXCHANGE-TRADED FD 4,160.0 $184K 0.00% -50.0 -1.2% $44.33 -1.1%
59 HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 1,735.0 $162K 0.00% -2K -51.5% $93.51 -0.6%
60 MAGS LISTED FDS TR 2,495.0 $160K 0.00% -248.0 -9.0% $64.29 +4.5%
Page 3 of 11  ·  216 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%