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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 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TLN TALEN ENERGY CORP Utilities 174.0 $67K -23.0 -11.7% $384.27 -20.5%
102 VVV VALVOLINE INC Energy 1,639.0 $65K -5K -74.0% $39.54 -15.6%
103 LRN STRIDE INC Consumer Defensive 733.0 $63K -637.0 -46.5% $86.24 -1.4%
104 IOO ISHARES GLOBAL 100 ETF 444.0 $61K -8.0 -1.8% $136.66 +4.8%
105 BRIGHTSTAR LOTTERY PLC 5,645.0 $61K -918.0 -14.0% $10.72
106 SPTI SPDR PORTFOLIO INTMDT TERM T 1,984.0 $56K -49.0 -2.4% $28.39 -1.0%
107 DAVE INC 149.0 $56K -161.0 -51.9% $372.59
108 MTBA SIMPLIFY EXCHANGE TRADED FUN 1,102.0 $54K -3K -70.3% $49.07 -0.7%
109 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 2,896.0 $54K -1K -28.8% $18.64 +2.2%
110 TRNO TERRENO RLTY CORP Real Estate 814.0 $53K -486.0 -37.4% $64.77 +6.4%
111 LITHIUM ARGENTINA AG 6,150.0 $51K -2K -23.1% $8.27
112 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,766.0 $50K -829.0 -31.9% $28.11 +13.1%
113 SXI STANDEX INTL CORP Industrials 136.0 $49K -27.0 -16.6% $359.27 -15.7%
114 EWU ISHARES TR 1,039.0 $48K -2K -70.3% $46.14 +6.4%
115 SNN SMITH &NEPHEW PLC Healthcare 1,624.0 $47K -643.0 -28.4% $28.81 +2.8%
116 FTGS FIRST TR EXCHANGE-TRADED FD 1,264.0 $47K -819.0 -39.3% $37.00 +6.6%
117 AOK ISHARES TR 1,115.0 $46K -279.0 -20.0% $41.48 -0.4%
118 EE EXCELERATE ENERGY INC Utilities 1,196.0 $45K -497.0 -29.4% $37.98 +3.8%
119 LANDBRIDGE COMPANY LLC 563.0 $45K -301.0 -34.8% $79.31
120 CIFR CIPHER DIGITAL INC Financial Services 1,810.0 $44K -906.0 -33.4% $24.50 -37.3%
Page 6 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%