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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 46 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 46,279.0 $1.8M 0.01% +19K +67.2% $38.73 +65.0%
902 SPG SIMON PPTY GROUP INC NEW Real Estate 8,010.0 $1.8M 0.01% +7K +672.4% $223.67 -3.6%
903 VIXY PROSHARES TR II Financial Services 83,332.0 $1.8M 0.01% NEW $21.29 -17.7%
904 SPTS SPDR SERIES TRUST 61,052.0 $1.8M 0.01% -17K -21.4% $29.01 -0.1%
905 VNOM VIPER ENERGY INC Energy 41,728.0 $1.8M 0.01% +42K +10000.0% $42.40 +4.7%
906 QTUM ETF SER SOLUTIONS 10,687.0 $1.8M 0.01% +11K +9193.0% $165.39 -8.9%
907 SSO PROSHARES TR 26,208.0 $1.8M 0.01% +8K +40.8% $67.38 +5.7%
908 XSW SPDR SERIES TRUST 10,274.0 $1.8M 0.01% +4K +53.5% $171.80 +22.3%
909 WBD WARNER BROS DISCOVERY INC Communication Services 66,137.0 $1.8M 0.01% +60K +1001.2% $26.66 +8.5%
910 CMRE COSTAMARE INC Industrials 125,474.0 $1.8M 0.01% +116K +1253.7% $14.02 +8.6%
911 TOST TOAST INC Technology 63,176.0 $1.8M 0.01% NEW $27.82 +27.5%
912 JMUB J P MORGAN EXCHANGE TRADED F 34,627.0 $1.8M 0.01% +31K +754.8% $50.65 -1.9%
913 GTLB GITLAB INC Technology 57,394.0 $1.8M 0.01% +55K +1928.8% $30.53 +44.8%
914 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,716.0 $1.7M 0.01% +3K +202.7% $370.60 -3.9%
915 VMBS VANGUARD SCOTTSDALE FDS 37,289.0 $1.7M 0.01% +33K +787.0% $46.81 -0.9%
916 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 13,568.0 $1.7M 0.01% +13K +7354.9% $128.54 +0.9%
917 FIDELITY COVINGTON TRUST 22,451.0 $1.7M 0.01% +16K +225.8% $77.25
918 STT STATE STR CORP Financial Services 10,224.0 $1.7M 0.01% +8K +373.3% $169.61 +14.2%
919 DUOL DUOLINGO INC Technology 15,045.0 $1.7M 0.01% NEW $115.02 +25.1%
920 CBOE CBOE GLOBAL MKTS INC Financial Services 7,117.0 $1.7M 0.01% +4K +170.0% $242.67 +30.4%
Page 46 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%