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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 43 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 Q QNITY ELECTRONICS INC Technology 12,754.0 $2.1M 0.01% +12K +1188.3% $163.30 -22.4%
842 IRM IRON MTN INC DEL Real Estate 16,454.0 $2.1M 0.01% +12K +312.9% $126.31 -2.9%
843 EVSM MORGAN STANLEY ETF TRUST 41,226.0 $2.1M 0.01% NEW $50.31 -0.2%
844 HEICO CORP NEW 8,030.0 $2.1M 0.01% +2K +38.8% $257.94
845 UBS UBS GROUP AG Financial Services 41,789.0 $2.1M 0.01% +37K +702.1% $49.56 +9.9%
846 PHM PULTE GROUP INC Consumer Cyclical 15,056.0 $2.1M 0.01% +9K +154.9% $137.21 -7.2%
847 ENTERGY CORP NEW 17,934.0 $2.1M 0.01% +10K +138.9% $114.85
848 INTF ISHARES TR 50,167.0 $2.1M 0.01% +49K +3049.2% $40.96 +5.1%
849 FV FIRST TR EXCHANGE TRADED FD 27,068.0 $2.1M 0.01% +17K +167.2% $75.88 -1.9%
850 REXR REXFORD INDL RLTY INC Real Estate 61,175.0 $2.0M 0.01% +11K +22.0% $33.50 +11.4%
851 LVS LAS VEGAS SANDS CORP Consumer Cyclical 44,307.0 $2.0M 0.01% +42K +1811.4% $46.19 -1.1%
852 TCBI TEXAS CAP BANCSHARES INC Financial Services 19,814.0 $2.0M 0.01% +20K +10000.0% $103.26 -5.3%
853 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 40,700.0 $2.0M 0.01% +37K +1136.3% $49.98 +6.4%
854 BTU PEABODY ENGR CORP Energy 87,876.0 $2.0M 0.01% +85K +2579.2% $23.12 +23.6%
855 AA ALCOA CORP Basic Materials 38,958.0 $2.0M 0.01% +34K +718.5% $52.14 -2.6%
856 VANGUARD NY TAX FREE FDS 19,456.0 $2.0M 0.01% NEW $104.00
857 IPO RENAISSANCE CAP GREENWICH FD 33,938.0 $2.0M 0.01% NEW $59.42 -7.3%
858 HESM HESS MIDSTREAM LP Energy 53,608.0 $2.0M 0.01% +54K +10000.0% $37.60 +5.7%
859 POCT INNOVATOR ETFS TRUST 43,283.0 $2.0M 0.01% +36K +524.5% $46.41 +2.3%
860 BC BRUNSWICK CORP Consumer Cyclical 23,798.0 $2.0M 0.01% +23K +1884.8% $84.24 -5.6%
Page 43 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%