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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 35 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DOV DOVER CORP Industrials 12,549.0 $2.8M 0.02% +11K +1025.5% $224.27 -8.7%
682 KMB KIMBERLY-CLARK CORP Consumer Defensive 25,575.0 $2.8M 0.02% +20K +339.7% $109.77 +0.5%
683 DOW DOW HLDGS INC Basic Materials 102,508.0 $2.8M 0.02% +89K +647.1% $27.36 +10.9%
684 ALB ALBEMARLE CORP Basic Materials 20,698.0 $2.8M 0.02% +20K +2735.3% $135.03 -0.4%
685 HYG ISHARES TR 34,900.0 $2.8M 0.02% +34K +3131.5% $79.97 -0.1%
686 PPG PPG INDS INC Basic Materials 22,918.0 $2.8M 0.02% +17K +286.0% $121.29 -5.7%
687 HST HOST HOTELS & RESORTS INC Real Estate 117,232.0 $2.8M 0.02% +111K +1718.4% $23.71 -5.4%
688 ULTA ULTA BEAUTY INC Consumer Cyclical 6,091.0 $2.8M 0.02% +5K +350.2% $453.83 +19.7%
689 GWW WW GRAINGER INC Industrials 2,032.0 $2.8M 0.02% +2K +693.8% $1360.17 -1.8%
690 CALF PACER FDS TR 54,504.0 $2.8M 0.02% +47K +588.3% $50.61 +13.5%
691 IXUS ISHARES TR 28,884.0 $2.8M 0.02% +22K +331.7% $95.44 +2.7%
692 KKR KKR & CO INC 30,012.0 $2.8M 0.02% +23K +335.0% $91.78
693 DPZ DOMINOS PIZZA INC Consumer Cyclical 9,296.0 $2.8M 0.02% +3K +51.9% $296.06 +16.4%
694 KMX CARMAX INC Consumer Cyclical 51,935.0 $2.7M 0.02% +49K +1520.9% $52.89 +20.7%
695 IXN ISHARES TR 19,000.0 $2.7M 0.02% +18K +1224.0% $144.48 -4.0%
696 UAL UNITED AIRLS HLDGS INC Industrials 20,087.0 $2.7M 0.02% +18K +774.1% $135.99 -15.6%
697 EXPAND ENERGY CORPORATION 29,870.0 $2.7M 0.02% +27K +1134.3% $91.19
698 MET METLIFE INC Financial Services 32,171.0 $2.7M 0.02% +26K +391.0% $84.61 +14.1%
699 GPIQ GOLDMAN SACHS ETF TR 45,866.0 $2.7M 0.02% +31K +213.3% $59.31 -4.6%
700 HYGH ISHARES U S ETF TR 31,288.0 $2.7M 0.02% NEW $86.61 +0.3%
Page 35 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%