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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 22 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RL RALPH LAUREN CORP Consumer Cyclical 15,370.0 $6.2M 0.04% +14K +756.7% $401.41 -9.1%
422 NOC NORTHROP GRUMMAN CORP Industrials 12,082.0 $6.2M 0.04% +10K +568.2% $509.29 +6.8%
423 MORGAN STANLEY ETF TRUST 122,788.0 $6.1M 0.04% NEW $49.99
424 TEL TE CONNECTIVITY PLC Technology 30,300.0 $6.1M 0.04% +29K +2136.2% $201.61 -0.8%
425 TMO THERMO FISHER SCIENTIFIC INC Healthcare 12,159.0 $6.1M 0.04% +8K +221.5% $501.34 +25.3%
426 FTSM FIRST TR EXCHANGE-TRADED FD 101,801.0 $6.1M 0.04% +61K +151.2% $59.73 +0.3%
427 SLV ISHARES SILVER TR Financial Services 113,663.0 $6.1M 0.04% +103K +1009.7% $53.47 +16.1%
428 VMC VULCAN MATLS CO Basic Materials 20,534.0 $6.1M 0.04% +11K +123.7% $295.01 -6.7%
429 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 482,581.0 $6.0M 0.04% +253K +109.8% $12.52 -3.7%
430 AZN ASTRAZENECA PLC Healthcare 31,841.0 $6.0M 0.04% +25K +373.7% $189.60 -10.8%
431 CL COLGATE PALMOLIVE CO Consumer Defensive 65,662.0 $6.0M 0.04% +39K +148.6% $91.68 +0.0%
432 TTC TORO CO Industrials 61,718.0 $6.0M 0.04% +58K +1564.0% $97.42 +1.7%
433 FDVV FIDELITY COVINGTON TRUST 99,465.0 $6.0M 0.04% +90K +938.9% $60.29 +4.9%
434 LAMR LAMAR ADVERTISING CO Real Estate 38,436.0 $6.0M 0.04% +37K +3519.2% $155.98 -2.3%
435 TAXF AMERICAN CENTY ETF TR 117,636.0 $6.0M 0.04% NEW $50.84 -1.8%
436 REGN REGENERON PHARMACEUTICALS Healthcare 9,563.0 $6.0M 0.04% +9K +1460.0% $623.56 +34.1%
437 VONE VANGUARD SCOTTSDALE FDS 17,451.0 $5.9M 0.04% +4K +26.3% $338.72 +2.4%
438 DFLV DIMENSIONAL ETF TRUST 147,749.0 $5.8M 0.04% +46K +45.4% $39.54 +6.2%
439 AIRR FIRST TR EXCHANGE TRADED FD 43,818.0 $5.8M 0.04% +27K +161.4% $133.25 -16.1%
440 LHX L3HARRIS TECHNOLOGIES INC Industrials 20,078.0 $5.8M 0.04% +6K +45.1% $290.58 -9.5%
Page 22 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%