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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 27 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OSK OSHKOSH CORP Industrials 29,502.0 $4.5M 0.03% +29K +10000.0% $153.48 +1.1%
522 VOYA VOYA FINANCIAL INC Financial Services 49,941.0 $4.5M 0.03% +24K +92.9% $90.53 +11.1%
523 OXY OCCIDENTAL PETE CORP Energy 92,882.0 $4.5M 0.03% +86K +1332.3% $48.57 +20.3%
524 XLP SELECT SECTOR SPDR TR 54,044.0 $4.5M 0.03% +43K +407.7% $83.07 +4.2%
525 ADBE ADOBE INC Technology 21,772.0 $4.5M 0.03% +18K +431.9% $205.02 +33.6%
526 PDI PIMCO DYNAMIC INCOME FD Financial Services 266,894.0 $4.5M 0.03% +262K +5860.1% $16.70 -7.4%
527 FNV FRANCO NEV CORP Basic Materials 21,183.0 $4.4M 0.03% +21K +4045.4% $208.44 +30.4%
528 SNPS SYNOPSYS INC Technology 9,877.0 $4.4M 0.03% +8K +526.7% $446.07 -8.4%
529 ACN ACCENTURE PLC IRELAND Technology 35,207.0 $4.4M 0.03% +24K +220.2% $124.44 +50.2%
530 CENCORA INC 15,355.0 $4.3M 0.03% +12K +308.7% $282.98
531 FSIG FIRST TR EXCHANGE-TRADED FD 230,021.0 $4.3M 0.03% +216K +1524.2% $18.86 -0.3%
532 NYT NEW YORK TIMES CO MTN BE Communication Services 61,679.0 $4.3M 0.03% +55K +810.5% $69.98 -2.0%
533 AME AMETEK INC Industrials 17,667.0 $4.3M 0.03% +15K +556.8% $241.93 -0.1%
534 KRP KIMBELL RTY PARTNERS LP Energy 292,394.0 $4.2M 0.03% NEW $14.53 +4.4%
535 TFC TRUIST FINL CORP Financial Services 85,253.0 $4.2M 0.03% +59K +221.7% $49.82 +1.0%
536 HAS HASBRO INC Consumer Cyclical 51,295.0 $4.2M 0.03% +41K +411.9% $82.59 +17.1%
537 BKNG BOOKING HOLDINGS INC Consumer Cyclical 23,651.0 $4.2M 0.03% +22K +1778.5% $178.24 +19.9%
538 AVIG AMERICAN CENTY ETF TR 101,790.0 $4.2M 0.03% -5K -4.6% $41.41 -1.1%
539 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 47,492.0 $4.2M 0.03% +47K +5396.8% $88.60 -37.3%
540 DHR DANAHER CORP DEL Healthcare 22,030.0 $4.2M 0.03% +11K +108.0% $190.48 +13.4%
Page 27 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%