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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 55 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 AMH AMERICAN HOMES 4 RENT Real Estate 38,174.0 $1.3M 0.01% +29K +313.1% $33.52 -0.2%
1082 PPL PPL CORP Utilities 35,157.0 $1.3M 0.01% +22K +170.7% $36.35 -5.3%
1083 GCOW PACER FDS TR 29,497.0 $1.3M 0.01% +25K +501.4% $43.30 +9.2%
1084 WDAY WORKDAY INC Technology 10,430.0 $1.3M 0.01% +7K +218.0% $122.43 +58.1%
1085 ACMR ACM RESH INC Technology 10,058.0 $1.3M 0.01% +10K +10000.0% $126.89 -36.6%
1086 QFLR INNOVATOR ETFS TRUST 34,961.0 $1.3M 0.01% +1K +3.5% $36.48 -3.5%
1087 SFLR INNOVATOR ETFS TRUST 32,867.0 $1.3M 0.01% +3K +8.7% $38.58 +1.2%
1088 OMF ONEMAIN HLDGS INC Financial Services 20,754.0 $1.3M 0.01% +19K +851.1% $60.97 +4.8%
1089 AGL AGILON HEALTH INC Healthcare 11,805.0 $1.3M 0.01% +12K +4208.4% $107.18 -12.1%
1090 RY ROYAL BK CDA Financial Services 6,106.0 $1.3M 0.01% +5K +424.6% $206.97 -1.2%
1091 RGA REINSURANCE GROUP AMER INC Financial Services 5,904.0 $1.3M 0.01% +5K +756.9% $212.65 +15.7%
1092 FEGE RBB FUND TRUST 25,647.0 $1.3M 0.01% NEW $48.92 +8.9%
1093 FISV FISERV INC Technology 25,554.0 $1.3M 0.01% +16K +177.2% $49.05 +7.2%
1094 GWRE GUIDEWIRE SOFTWARE INC Technology 10,162.0 $1.3M 0.01% +4K +57.3% $123.05 +63.4%
1095 NWSA NEWS CORP NEW Communication Services 50,316.0 $1.2M 0.01% +49K +4153.2% $24.83 +25.6%
1096 CLX CLOROX CO DEL Consumer Defensive 13,076.0 $1.2M 0.01% +12K +2116.3% $95.44 +8.6%
1097 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 72,440.0 $1.2M 0.01% +66K +1038.5% $17.20 -3.0%
1098 GTES GATES INDL CORP PLC Industrials 44,358.0 $1.2M 0.01% +23K +104.0% $27.97 -5.7%
1099 MAN MANPOWERGROUP INC WIS Industrials 36,674.0 $1.2M 0.01% +29K +378.3% $33.77 +84.2%
1100 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 117,144.0 $1.2M 0.01% +115K +5115.7% $10.57 +7.2%
Page 55 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%