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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 19 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MAIN MAIN STR CAP CORP Financial Services 151,274.0 $7.8M 0.05% NEW $51.88 +13.6%
362 BLK BLACKROCK INC Financial Services 8,032.0 $7.7M 0.05% +6K +305.4% $961.55 +21.9%
363 HDV ISHARES TR 281,487.0 $7.7M 0.05% +262K +1311.3% $27.41 +9.2%
364 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 26,303.0 $7.7M 0.05% +23K +650.0% $293.19 +4.5%
365 GSIE GOLDMAN SACHS ETF TR 168,494.0 $7.7M 0.05% +157K +1400.4% $45.70 +5.3%
366 SBUX STARBUCKS CORP Consumer Cyclical 75,006.0 $7.7M 0.05% +47K +170.2% $102.19 +5.2%
367 XLY SELECT SECTOR SPDR TR 65,327.0 $7.7M 0.05% +64K +3811.8% $117.28 +0.9%
368 COF CAPITAL ONE FINL CORP Financial Services 37,902.0 $7.6M 0.05% +29K +328.8% $200.62 +7.8%
369 ROK ROCKWELL AUTOMATION INC Industrials 15,345.0 $7.6M 0.05% +14K +1389.8% $495.09 -13.2%
370 CVS CVS HEALTH CORP Healthcare 73,240.0 $7.6M 0.05% +62K +551.5% $103.45 -9.0%
371 REVS COLUMBIA ETF TR I 239,615.0 $7.5M 0.05% NEW $31.44 +8.6%
372 IWO ISHARES TR 19,078.0 $7.5M 0.05% +4K +23.9% $393.98 -2.7%
373 ICVT ISHARES TR 61,700.0 $7.5M 0.05% +31K +100.9% $121.74 -5.8%
374 FIW FIRST TR EXCHANGE-TRADED FD 68,509.0 $7.5M 0.05% +787.0 +1.2% $109.52 +1.4%
375 DDOG DATADOG INC Technology 28,722.0 $7.5M 0.05% +27K +1865.9% $260.36 -13.3%
376 CIEN CIENA CORP Technology 15,225.0 $7.5M 0.05% +11K +285.0% $490.56 -24.2%
377 TOL TOLL BROTHERS INC Consumer Cyclical 45,152.0 $7.4M 0.05% +43K +2606.9% $164.75 -10.5%
378 PWR QUANTA SVCS INC Industrials 10,311.0 $7.4M 0.05% +9K +711.2% $720.05 -14.3%
379 HWM HOWMET AEROSPACE INC Industrials 27,515.0 $7.4M 0.05% +24K +751.6% $268.87 -2.1%
380 GSLC GOLDMAN SACHS ETF TR 52,061.0 $7.4M 0.05% +50K +2749.5% $141.89 +2.8%
Page 19 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%