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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 30 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EVTR MORGAN STANLEY ETF TRUST 73,135.0 $3.7M 0.03% NEW $50.71 -0.6%
582 BLUE OWL CAPITAL CORPORATION 339,843.0 $3.7M 0.02% +258K +317.7% $10.87
583 CDNS CADENCE DESIGN SYSTEM INC Technology 9,830.0 $3.7M 0.02% +6K +142.3% $375.32 -11.6%
584 CGNG CAPITAL GROUP NEW GEOGRAPHY 98,233.0 $3.7M 0.02% +98K +10000.0% $37.46 -1.2%
585 MKC MCCORMICK & CO INC Consumer Defensive 72,847.0 $3.7M 0.02% +50K +224.2% $50.42 +8.1%
586 FVD FIRST TR EXCHANGE-TRADED FD 76,036.0 $3.7M 0.02% +25K +48.1% $48.18 +5.8%
587 ISHARES TR 73,643.0 $3.6M 0.02% +56K +318.0% $49.55
588 NTNX NUTANIX INC Technology 71,599.0 $3.6M 0.02% +68K +2197.8% $50.96 +30.4%
589 PSTG EVERPURE INC 46,279.0 $3.6M 0.02% +42K +1065.7% $78.79
590 SJM SMUCKER J M CO Consumer Defensive 32,345.0 $3.6M 0.02% +16K +99.3% $112.50 +11.5%
591 POOL POOL CORP Industrials 16,924.0 $3.6M 0.02% +17K +5715.8% $214.90 -13.3%
592 ARCC ARES CAPITAL CORP Financial Services 195,960.0 $3.6M 0.02% +167K +570.2% $18.53 +7.6%
593 ROP ROPER TECHNOLOGIES INC Industrials 10,712.0 $3.6M 0.02% +4K +54.5% $338.39 +22.2%
594 GRNJ TIDAL TRUST III 115,245.0 $3.6M 0.02% NEW $31.44 -6.2%
595 MDB MONGODB INC Technology 10,727.0 $3.6M 0.02% +10K +2172.7% $335.90 +20.5%
596 GGOV BLACKROCK ETF TRUST II 71,587.0 $3.6M 0.02% NEW $50.29 -0.1%
597 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 328,860.0 $3.6M 0.02% +327K +10000.0% $10.92 -11.8%
598 SPYV SPDR SERIES TRUST 58,820.0 $3.6M 0.02% +51K +636.0% $60.79 +4.6%
599 GSK GSK PLC Healthcare 68,126.0 $3.6M 0.02% +48K +232.0% $52.42 -0.7%
600 APOS APOLLO GLOBAL MGMT INC 29,816.0 $3.5M 0.02% +24K +445.5% $118.31
Page 30 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%