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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 176 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 1,250.0 $38K NEW $30.03 +4.2%
3502 WTI W &T OFFSHORE INC Energy 11,911.0 $38K +10K +398.4% $3.15 +13.3%
3503 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 304.0 $38K +247.0 +433.3% $123.40 +9.5%
3504 INDI INDIE SEMICONDUCTOR INC Technology 8,352.0 $38K NEW $4.49 -15.8%
3505 WYFI WHITEFIBER INC Technology 965.0 $37K NEW $38.85 -54.3%
3506 IIF MORGAN STANLEY INDIA INVT FD Financial Services 1,641.0 $37K NEW $22.82 +1.3%
3507 GDXJ VANECK ETF TRUST 381.0 $37K $98.25 +31.1%
3508 LEGR FIRST TR EXCHANGE TRADED FD 582.0 $37K +291.0 +100.0% $64.25 +4.3%
3509 CLVT CLARIVATE PLC Technology 17,312.0 $37K NEW $2.16 -6.5%
3510 DSGX DESCARTES SYS GROUP INC Technology 540.0 $37K +523.0 +3076.5% $69.24 +18.2%
3511 DFTX DEFINIUM THERAPEUTICS INC Healthcare 793.0 $37K +327.0 +70.2% $47.04 -12.9%
3512 BROOKFIELD BUSINESS CORP 1,248.0 $37K +911.0 +270.3% $29.85
3513 FXO FIRST TR EXCHANGE-TRADED FD 596.0 $37K -100.0 -14.4% $62.46 +6.1%
3514 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 1,271.0 $37K +859.0 +208.5% $29.28 +19.9%
3515 FMAO FARMERS & MERCHANTS BANCORP Financial Services 1,212.0 $37K +1K +692.2% $30.58 +12.0%
3516 MAIR MADISON AIR SOLUTIONS CORP Industrials 946.0 $37K NEW $39.00 -32.5%
3517 SSRM SSR MINING IN Basic Materials 1,299.0 $37K NEW $28.28 +31.9%
3518 FDHY FIDELITY COVINGTON TRUST 747.0 $37K +501.0 +203.7% $49.03 -0.2%
3519 GKOS GLAUKOS CORP Healthcare 262.0 $37K +230.0 +718.8% $139.76 +28.7%
3520 XHS SPDR SERIES TRUST 277.0 $37K $132.10 +2.0%
Page 176 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%