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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 54 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 RF REGIONS FINANCIAL CORP NEW Financial Services 43,901.0 $1.3M 0.01% +31K +242.3% $30.20 +0.7%
1062 FMHI FIRST TR EXCH TRADED FD III 27,282.0 $1.3M 0.01% +2K +6.6% $48.49 -2.3%
1063 WY WEYERHAEUSER CO Real Estate 55,155.0 $1.3M 0.01% +46K +487.2% $23.94 -1.0%
1064 JMBS JANUS DETROIT STR TR 29,334.0 $1.3M 0.01% +29K +10000.0% $44.99 -0.8%
1065 SON SONOCO PRODS CO Consumer Cyclical 23,417.0 $1.3M 0.01% +19K +448.5% $56.35 +0.6%
1066 AGX ARGAN INC Industrials 1,652.0 $1.3M 0.01% +1K +196.1% $798.44 -42.4%
1067 DES WISDOMTREE TR 32,404.0 $1.3M 0.01% -4K -11.6% $40.68 -0.3%
1068 MUSA MURPHY USA INC Consumer Cyclical 2,436.0 $1.3M 0.01% +2K +281.2% $538.89 -5.5%
1069 LFUS LITTELFUSE INC Technology 2,879.0 $1.3M 0.01% +3K +3171.6% $455.23 -7.5%
1070 FHN FIRST HORIZON CORPORATION Financial Services 50,920.0 $1.3M 0.01% +27K +115.7% $25.64 -4.8%
1071 IYC ISHARES TR 12,906.0 $1.3M 0.01% +12K +2033.2% $101.10 -0.1%
1072 OMC OMNICOM GROUP INC Communication Services 17,882.0 $1.3M 0.01% +13K +251.0% $72.83 +20.7%
1073 RGLD ROYAL GOLD INC Basic Materials 6,505.0 $1.3M 0.01% +5K +438.5% $199.61 +34.7%
1074 DLB DOLBY LABORATORIES INC Technology 24,652.0 $1.3M 0.01% +8K +47.0% $52.58 +18.7%
1075 MTG MGIC INVT CORP WIS Financial Services 45,897.0 $1.3M 0.01% +40K +637.2% $28.20 +10.2%
1076 DIVB ISHARES TR 21,008.0 $1.3M 0.01% NEW $61.60 +11.8%
1077 SONY SONY GROUP CORP Technology 64,330.0 $1.3M 0.01% +50K +357.7% $20.06 +20.0%
1078 XYL XYLEM INC Industrials 10,853.0 $1.3M 0.01% +10K +1170.8% $118.21 -4.7%
1079 DTCR GLOBAL X FDS 42,184.0 $1.3M 0.01% NEW $30.37 -6.2%
1080 FDRR FIDELITY COVINGTON TRUST 19,723.0 $1.3M 0.01% +15K +355.5% $64.88 +7.2%
Page 54 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%