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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 36 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 QYLD GLOBAL X FDS 146,942.0 $2.7M 0.02% +40K +36.8% $18.43 -1.5%
702 JBL JABIL INC Technology 7,344.0 $2.7M 0.02% +7K +2381.1% $367.94 -15.5%
703 MHK MOHAWK INDS INC Consumer Cyclical 22,099.0 $2.7M 0.02% +19K +528.0% $121.33 +8.9%
704 ENFR ALPS ETF TR 70,212.0 $2.7M 0.02% +70K +10000.0% $38.10 +5.0%
705 ACYN FIRST TR EXCHANGE-TRADED FD 128,630.0 $2.7M 0.02% +126K +4897.3% $20.79 -0.0%
706 IGV ISHARES TR 29,498.0 $2.7M 0.02% +29K +5729.6% $90.60 +13.0%
707 AFSM FIRST TR EXCHNG TRADED FD VI 64,966.0 $2.7M 0.02% NEW $41.10 -1.2%
708 NEAR ISHARES U S ETF TR 52,596.0 $2.7M 0.02% +52K +10000.0% $50.66 -0.1%
709 DRAM ROUNDHILL ETF TRUST 36,071.0 $2.7M 0.02% NEW $73.85 -23.6%
710 LITE LUMENTUM HLDGS INC Technology 3,094.0 $2.7M 0.02% +2K +191.6% $858.06 +9.4%
711 PFF ISHARES TR 87,005.0 $2.7M 0.02% +67K +335.1% $30.49 +0.7%
712 CARR CARRIER GLOBAL CORPORATION Industrials 36,045.0 $2.6M 0.02% +27K +299.2% $73.35 -19.9%
713 ASH ASHLAND INC Basic Materials 40,095.0 $2.6M 0.02% NEW $65.89 +12.8%
714 MDYG SPDR SERIES TRUST 23,559.0 $2.6M 0.02% +23K +6216.1% $112.09 -1.8%
715 BLACKROCK ETF TRUST 83,010.0 $2.6M 0.02% NEW $31.78
716 SEIC SEI INVTS CO Financial Services 30,065.0 $2.6M 0.02% +11K +55.6% $87.71 +26.3%
717 VOD VODAFONE GROUP PLC Communication Services 199,343.0 $2.6M 0.02% +195K +4894.8% $13.22 +20.5%
718 ATO ATMOS ENERGY CORP Utilities 15,304.0 $2.6M 0.02% +4K +37.9% $172.26 -1.6%
719 S SENTINELONE INC Technology 154,602.0 $2.6M 0.02% +149K +2510.2% $16.97 +20.9%
720 SPYD SPDR SERIES TRUST 54,945.0 $2.6M 0.02% +48K +658.5% $47.71 +5.7%
Page 36 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%