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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 57 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 IXC ISHARES TR 24,256.0 $1.2M 0.01% +22K +1111.6% $49.13 +16.0%
1122 CWB SPDR SERIES TRUST 11,006.0 $1.2M 0.01% +10K +665.9% $107.81 -3.5%
1123 PJUN INNOVATOR ETFS TRUST 27,394.0 $1.2M 0.01% +20K +251.7% $43.23 +2.0%
1124 AIM ETF PRODUCTS TRUST 38,102.0 $1.2M 0.01% +20K +116.0% $31.07
1125 BUFD FIRST TR EXCHNG TRADED FD VI 39,736.0 $1.2M 0.01% -253.0 -0.6% $29.72 +2.1%
1126 CVLT COMMVAULT SYS INC Technology 8,312.0 $1.2M 0.01% +8K +7065.5% $141.73 -1.0%
1127 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,451.0 $1.2M 0.01% +5K +1269.6% $215.72 -7.3%
1128 MOOG INC 2,772.0 $1.2M 0.01% +3K +10000.0% $423.84
1129 NLR VANECK ETF TRUST 10,104.0 $1.2M 0.01% +6K +157.1% $115.98 +7.8%
1130 CHDN CHURCHILL DOWNS INC Consumer Cyclical 13,040.0 $1.2M 0.01% +7K +135.3% $89.64 -3.5%
1131 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 67,277.0 $1.2M 0.01% +63K +1420.4% $17.35 -3.2%
1132 EWJ ISHARES INC 12,440.0 $1.2M 0.01% +9K +239.1% $93.26 +2.8%
1133 NVR NVR INC Consumer Cyclical 170.0 $1.2M 0.01% NEW $6813.41 -6.6%
1134 ENTG ENTEGRIS INC Technology 6,437.0 $1.2M 0.01% +4K +127.7% $179.84 -19.2%
1135 EBAY EBAY INC. Consumer Cyclical 10,311.0 $1.2M 0.01% +10K +3204.8% $111.75 -8.5%
1136 CORT CORCEPT THERAPEUTICS INC Healthcare 13,204.0 $1.1M 0.01% NEW $86.95 +34.5%
1137 DT DYNATRACE INC Technology 26,108.0 $1.1M 0.01% +24K +920.6% $43.91 +21.7%
1138 HUBS HUBSPOT INC Technology 6,269.0 $1.1M 0.01% +6K +1368.2% $182.51 +40.2%
1139 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 109,800.0 $1.1M 0.01% NEW $10.40 -0.3%
1140 BEN FRANKLIN RESOURCES INC Financial Services 34,310.0 $1.1M 0.01% +8K +29.8% $33.27 +4.7%
Page 57 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%