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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 67 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 11,783.0 $835K 0.01% +11K +841.9% $70.88 +5.5%
1322 HUDSON PACIFIC PROPERTIES IN 54,530.0 $828K 0.01% NEW $15.19
1323 ARKG ARK ETF TR 19,660.0 $827K 0.01% +5K +37.8% $42.06 +13.3%
1324 NOCT INNOVATOR ETFS TRUST 13,199.0 $825K 0.01% NEW $62.52 +1.9%
1325 PGX INVESCO EXCH TRADED FD TR II 76,106.0 $825K 0.01% +40K +110.9% $10.84 -2.2%
1326 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,424.0 $821K 0.01% +1K +287.0% $576.44 -7.9%
1327 CGCP CAPITAL GRP FIXED INCM ETF T 36,769.0 $820K 0.01% +32K +723.7% $22.29 -1.2%
1328 DOC HEALTHPEAK PROPERTIES INC Real Estate 38,272.0 $819K 0.01% +28K +288.4% $21.40 -2.1%
1329 CACI CACI INTL INC Technology 1,765.0 $818K 0.01% +1K +262.4% $463.26 +35.6%
1330 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 7,000.0 $817K 0.01% NEW $116.67 +59.7%
1331 PATH UIPATH INC Technology 75,054.0 $816K 0.01% +75K +10000.0% $10.87 +67.0%
1332 FXU FIRST TR EXCHANGE-TRADED FD 16,388.0 $809K 0.01% +16K +10000.0% $49.34 -4.1%
1333 TKO TKO GROUP HOLDINGS INC Communication Services 4,004.0 $806K 0.01% +4K +2255.3% $201.31 -8.3%
1334 WEBULL CORP 123,141.0 $803K 0.01% +122K +10000.0% $6.52
1335 PNW PINNACLE WEST CAP CORP Utilities 7,485.0 $801K 0.01% +4K +131.6% $107.00 -8.7%
1336 MSTR STRATEGY INC Technology 9,206.0 $800K 0.01% +7K +240.8% $86.93 +46.4%
1337 XRAY DENTSPLY SIRONA INC Healthcare 75,424.0 $800K 0.01% NEW $10.61 +4.8%
1338 BKGI BNY MELLON ETF TRUST 17,765.0 $799K 0.01% $44.97 -1.6%
1339 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 9,680.0 $798K 0.01% +3K +53.3% $82.40 -2.8%
1340 AIM ETF PRODUCTS TRUST 26,214.0 $797K 0.01% +11K +69.6% $30.42
Page 67 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%