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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 33 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 68,224.0 $3.1M 0.02% +61K +885.5% $45.52 +33.4%
642 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 58,632.0 $3.1M 0.02% +53K +1020.4% $52.65 +18.9%
643 FR FIRST INDL RLTY TR INC Real Estate 50,131.0 $3.1M 0.02% +42K +519.9% $61.31 +2.5%
644 RBRK RUBRIK INC. Technology 38,266.0 $3.1M 0.02% +38K +10000.0% $80.28 +19.7%
645 JMST J P MORGAN EXCHANGE TRADED F 60,143.0 $3.1M 0.02% +47K +375.6% $51.00 -0.1%
646 ESGU ISHARES TR 18,695.0 $3.1M 0.02% +16K +607.1% $163.67 +2.6%
647 VPU VANGUARD WORLD FD 15,618.0 $3.1M 0.02% +14K +1040.0% $195.72 -3.9%
648 DFIV DIMENSIONAL ETF TRUST 56,436.0 $3.0M 0.02% +55K +3058.1% $54.02 +7.8%
649 MMLG FIRST TR EXCHNG TRADED FD VI 83,416.0 $3.0M 0.02% -1K -1.2% $36.54 -1.2%
650 CRS CARPENTER TECHNOLOGY CORP Industrials 4,940.0 $3.0M 0.02% +5K +1503.9% $616.88 -21.6%
651 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 15,760.0 $3.0M 0.02% +13K +387.5% $193.23 +5.5%
652 WAB WABTEC Industrials 11,290.0 $3.0M 0.02% +9K +466.5% $269.59 +11.5%
653 OC OWENS CORNING NEW Industrials 19,108.0 $3.0M 0.02% +17K +640.6% $158.96 -8.3%
654 ROST ROSS STORES INC Consumer Cyclical 14,269.0 $3.0M 0.02% +12K +559.7% $212.85 +11.0%
655 MTB M & T BK CORP Financial Services 12,749.0 $3.0M 0.02% NEW $238.01 +1.5%
656 VFH VANGUARD WORLD FD 23,046.0 $3.0M 0.02% +22K +1555.6% $131.60 +8.1%
657 TDIV FIRST TR EXCHANGE TRADED FD 26,383.0 $3.0M 0.02% +22K +567.9% $114.88 -0.2%
658 CCJ CAMECO CORP Energy 29,571.0 $3.0M 0.02% +28K +1673.9% $101.86 +5.4%
659 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 34,980.0 $3.0M 0.02% +15K +76.4% $86.09 +17.8%
660 FLS FLOWSERVE CORP Industrials 40,569.0 $3.0M 0.02% +36K +855.5% $74.16 +11.7%
Page 33 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%