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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 120 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 MFS ACTIVE EXCHANGE TRADED F 5,458.0 $165K 0.00% NEW $30.32
2382 AEHR AEHR TEST SYS Technology 1,719.0 $165K 0.00% +1K +309.3% $96.06 -17.5%
2383 IVT INVENTRUST PPTYS CORP Real Estate 4,662.0 $165K 0.00% NEW $35.40 -8.7%
2384 OWLET INC 28,706.0 $165K 0.00% +14K +100.0% $5.74
2385 ALV AUTOLIV INC Consumer Cyclical 1,415.0 $164K 0.00% NEW $116.17 +4.3%
2386 SPIB SPDR SERIES TRUST 4,911.0 $164K 0.00% +616.0 +14.3% $33.46 -1.1%
2387 SUNPOWER INC 238,831.0 $164K 0.00% $0.69
2388 FACT II ACQUISITION CORP 15,440.0 $164K 0.00% NEW $10.63
2389 ACH ACCENDRA HEALTH INC Healthcare 47,890.0 $164K 0.00% +48K +10000.0% $3.42 -64.6%
2390 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,176.0 $164K 0.00% +910.0 +342.1% $139.14 -6.1%
2391 COMT ISHARES U S ETF TR 5,381.0 $163K 0.00% +5K +714.1% $30.37 +15.4%
2392 WMG WARNER MUSIC GROUP CORP Communication Services 6,034.0 $163K 0.00% +4K +140.4% $27.07 +4.2%
2393 NNY NUVEEN N Y MUN VALUE FD Financial Services 18,652.0 $163K 0.00% NEW $8.74 -6.6%
2394 HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 1,735.0 $162K 0.00% -2K -51.5% $93.51 -0.5%
2395 NVDY TIDAL TRUST II 13,000.0 $162K 0.00% NEW $12.44 +1.8%
2396 ALDF ALDEL FINL II INC Financial Services 15,134.0 $162K 0.00% NEW $10.69 +1.0%
2397 XOVR ENTREPRENEURSHARES SERIES TR 7,674.0 $162K 0.00% +7K +3222.1% $21.05 -1.7%
2398 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 84,106.0 $161K 0.00% NEW $1.92 -12.5%
2399 DXC DXC TECHNOLOGY CO Technology 18,215.0 $161K 0.00% NEW $8.85 +27.7%
2400 THFF FIRST FINANCIAL CORPORATION Financial Services 2,080.0 $161K 0.00% +2K +2211.1% $77.44 +1.1%
Page 120 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%