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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 111 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,293.0 $216K 0.00% +4K +320.8% $40.87 +10.2%
2202 SG SWEETGREEN INC Consumer Cyclical 24,503.0 $216K 0.00% NEW $8.81 -20.9%
2203 CMPS COMPASS PATHWAYS PLC Healthcare 15,240.0 $216K 0.00% +15K +6250.0% $14.15 -3.0%
2204 FOUR SHIFT4 PMTS INC Technology 4,432.0 $216K 0.00% NEW $48.64 -9.6%
2205 FXR FIRST TR EXCHANGE-TRADED FD 2,362.0 $215K 0.00% NEW $91.12 -4.0%
2206 CCS CENTURY COMMUNITIES INC Consumer Cyclical 2,997.0 $215K 0.00% +3K +1128.3% $71.66 -3.5%
2207 DB DEUTSCHE BK AG Financial Services 6,353.0 $214K 0.00% +3K +89.1% $33.76 +19.5%
2208 AEGON LTD 25,356.0 $214K 0.00% +25K +10000.0% $8.44
2209 VERSIGENT PLC 5,082.0 $213K 0.00% NEW $42.01
2210 DCOR DIMENSIONAL ETF TRUST 2,601.0 $213K 0.00% -254.0 -8.9% $81.98 +3.2%
2211 FIRST TR EXCHNG TRADED FD VI 6,462.0 $213K 0.00% NEW $32.91
2212 MTX MINERALS TECHNOLOGIES INC Basic Materials 2,873.0 $213K 0.00% +3K +1790.1% $73.97 -2.6%
2213 ELAN ELANCO ANIMAL HEALTH INC Healthcare 8,623.0 $212K 0.00% +6K +258.1% $24.61 -2.0%
2214 AROC ARCHROCK INC Energy 5,202.0 $212K 0.00% +1K +38.9% $40.71 -23.3%
2215 ARE CALL ALEXANDRIA REAL ESTATE EQ IN Real Estate 4,000.0 $211K 0.00% NEW $52.85 -2.4%
2216 EEMX SPDR INDEX SHS FDS 3,904.0 $211K 0.00% NEW $54.15 -2.1%
2217 APG API GROUP CORP Industrials 4,984.0 $211K 0.00% +4K +287.0% $42.35 -6.3%
2218 WEX WEX INC Technology 1,496.0 $211K 0.00% +753.0 +101.3% $141.09 +39.9%
2219 XMHQ INVESCO EXCHANGE TRADED FD T 1,869.0 $211K 0.00% -82.0 -4.2% $112.87 +4.6%
2220 EPI WISDOMTREE TR 4,916.0 $210K 0.00% +2K +70.6% $42.78 +0.5%
Page 111 of 261  ·  5,206 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%