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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 66 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 INDA ISHARES TR 17,661.0 $872K 0.01% +4K +27.3% $49.39 +0.3%
1302 DSI ISHARES TR 6,119.0 $871K 0.01% +3K +91.2% $142.39 +3.5%
1303 TNET TRINET GROUP INC Industrials 17,559.0 $869K 0.01% +17K +2660.8% $49.49 +42.0%
1304 ESGE ISHARES INC 15,776.0 $863K 0.01% +14K +594.7% $54.69 -1.2%
1305 BKR BAKER HUGHES COMPANY Energy 15,530.0 $862K 0.01% +14K +1081.0% $55.50 +12.4%
1306 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 14,172.0 $860K 0.01% +12K +702.5% $60.67 +24.0%
1307 ESTC ELASTIC N V Technology 15,067.0 $859K 0.01% +13K +859.1% $57.02 +75.2%
1308 BBWI BATH & BODY WORKS INC Consumer Cyclical 36,847.0 $852K 0.01% +32K +641.4% $23.13 -16.9%
1309 GLPI GAMING & LEISURE P Real Estate 19,133.0 $852K 0.01% +12K +156.8% $44.53 -4.4%
1310 CACC CREDIT ACCEP CORP MICH Financial Services 1,334.0 $849K 0.01% +807.0 +153.1% $636.74 -6.6%
1311 NFG NATIONAL FUEL GAS CO Energy 10,961.0 $846K 0.01% +9K +552.4% $77.21 +7.5%
1312 PFEB INNOVATOR ETFS TRUST 19,643.0 $846K 0.01% +6K +41.5% $43.06 +2.0%
1313 CMS CMS ENERGY CORP Utilities 11,048.0 $845K 0.01% +7K +152.8% $76.50 -10.8%
1314 LEA LEAR CORP Consumer Cyclical 6,302.0 $845K 0.01% +6K +1407.7% $134.06 -7.5%
1315 DBC INVESCO DB COMMDY INDX TRCK Financial Services 31,596.0 $842K 0.01% -766.0 -2.4% $26.66 +15.5%
1316 ING ING GROEP N.V. Financial Services 26,831.0 $842K 0.01% +21K +395.4% $31.38 +12.3%
1317 JLL JONES LANG LASALLE INC Real Estate 2,707.0 $839K 0.01% +2K +580.1% $309.95 +22.0%
1318 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 27,785.0 $838K 0.01% +27K +3517.8% $30.17 +12.0%
1319 EMBJ EMBRAER S.A. Industrials 13,131.0 $838K 0.01% +12K +949.6% $63.80 +13.7%
1320 RTO RENTOKIL INITIAL PLC Industrials 29,247.0 $837K 0.01% +18K +150.4% $28.61 -17.8%
Page 66 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%