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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 50 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 RHI ROBERT HALF INC. Industrials 48,982.0 $1.5M 0.01% +45K +1228.2% $30.70 +46.5%
982 POWL POWELL INDS INC Industrials 5,237.0 $1.5M 0.01% NEW $286.36 -32.8%
983 GLNK GRAYSCALE CHAINLINK TR ETF Financial Services 232,622.0 $1.5M 0.01% +168K +261.9% $6.40 +64.7%
984 BLACKROCK ETF TRUST II 29,880.0 $1.5M 0.01% -93K -75.7% $49.80
985 DOX AMDOCS LTD Technology 29,356.0 $1.5M 0.01% +11K +57.0% $50.54 +24.1%
986 TENB TENABLE HLDGS INC Technology 40,212.0 $1.5M 0.01% +39K +3427.4% $36.88 +2.0%
987 GDDY GODADDY INC Technology 17,425.0 $1.5M 0.01% +17K +2804.2% $84.88 +14.3%
988 LYG LLOYDS BANKING GROUP PLC Financial Services 253,609.0 $1.5M 0.01% +182K +255.2% $5.83 +1.5%
989 IPGP IPG PHOTONICS CORP Technology 12,595.0 $1.5M 0.01% +13K +10000.0% $117.32 -34.2%
990 MCY MERCURY GENL CORP NEW Financial Services 13,828.0 $1.5M 0.01% +14K +10000.0% $106.62 -3.7%
991 DFUV DIMENSIONAL ETF TRUST 26,654.0 $1.5M 0.01% +26K +2234.0% $55.01 +3.8%
992 BCS BARCLAYS PLC Financial Services 54,571.0 $1.5M 0.01% +36K +186.6% $26.86 +0.0%
993 VRNS VARONIS SYS INC Technology 34,842.0 $1.5M 0.01% +34K +3102.4% $41.96 +6.7%
994 NVST ENVISTA HOLDINGS CORPORATION Healthcare 55,481.0 $1.5M 0.01% +46K +512.4% $26.35 +4.1%
995 WAL WESTERN ALLIANCE BANCORP Financial Services 17,735.0 $1.5M 0.01% +17K +2233.6% $82.20 -4.2%
996 CHD CHURCH & DWIGHT CO INC Consumer Defensive 15,033.0 $1.5M 0.01% +15K +3996.2% $96.89 +5.7%
997 VSAT VIASAT INC Technology 16,217.0 $1.5M 0.01% +15K +1080.3% $89.81 -19.0%
998 BITB BITWISE BITCOIN ETF TR Financial Services 45,643.0 $1.5M 0.01% +20K +78.7% $31.86 +36.2%
999 REET ISHARES TR 52,516.0 $1.5M 0.01% NEW $27.62 +1.0%
1000 NTAP NETAPP INC Technology 9,357.0 $1.4M 0.01% +9K +1077.0% $154.77 +23.2%
Page 50 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%