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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 3 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INMU BLACKROCK ETF TRUST II 2,463,671.0 $59.7M 0.40% +306K +14.2% $24.25 -2.0%
42 BERKSHIRE HATHAWAY INC DEL 116,509.0 $58.3M 0.39% +101K +654.0% $500.39
43 CLOZ SERIES PORTFOLIOS TR 2,188,929.0 $57.8M 0.38% +676K +44.6% $26.42 -0.6%
44 DFUS DIMENSIONAL ETF TRUST 703,277.0 $57.6M 0.38% +649K +1187.0% $81.94 +2.1%
45 RDVY FIRST TR EXCHANGE TRADED FD 709,083.0 $57.5M 0.38% +228K +47.5% $81.06 +1.1%
46 SGOV ISHARES TR 561,309.0 $56.5M 0.38% +469K +506.5% $100.67 -0.0%
47 LLY ELI LILLY & CO Healthcare 46,821.0 $56.2M 0.37% +40K +569.1% $1199.45 +4.6%
48 IEMG ISHARES INC 677,057.0 $56.1M 0.37% +625K +1194.0% $82.84 -1.5%
49 CVX CHEVRON CORPORATION Energy 330,878.0 $54.8M 0.36% +304K +1139.7% $165.76 +23.8%
50 SHV ISHARES TR 495,679.0 $54.7M 0.36% +493K +10000.0% $110.35 -0.0%
51 WMT WALMART INC Consumer Defensive 475,928.0 $53.9M 0.36% +423K +801.9% $113.26 -8.4%
52 V VISA INC Financial Services 157,055.0 $53.9M 0.36% +131K +513.7% $343.09 +8.1%
53 RTX RTX CORPORATION Industrials 279,030.0 $52.9M 0.35% +256K +1096.4% $189.73 +10.6%
54 IUSV ISHARES TR 450,235.0 $49.6M 0.33% +444K +7242.4% $110.15 +4.3%
55 AMD ADVANCED MICRO DEVICES INC Technology 85,318.0 $49.6M 0.33% +67K +374.6% $580.91 -18.5%
56 AGG ISHARES TR 493,378.0 $48.8M 0.32% +366K +287.2% $98.98 -1.6%
57 UNH UNITEDHEALTH GROUP INC Healthcare 116,619.0 $48.5M 0.32% +104K +805.9% $415.63 -6.1%
58 CSCO CISCO SYS INC Technology 404,460.0 $47.5M 0.32% +328K +430.0% $117.46 -5.5%
59 CAT CATERPILLAR INC Industrials 42,605.0 $45.3M 0.30% +39K +1027.7% $1063.63 -22.2%
60 IJR ISHARES TR 305,374.0 $45.3M 0.30% +282K +1212.7% $148.31 -0.7%
Page 3 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%