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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 71 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 MC MOELIS & CO Financial Services 11,046.0 $723K 0.01% +10K +1725.8% $65.42 +4.6%
1402 ZS ZSCALER INC Technology 5,110.0 $721K 0.01% NEW $141.15 +30.5%
1403 SR SPIRE INC Utilities 9,224.0 $720K 0.01% +8K +856.9% $78.09 +5.7%
1404 SPHY SPDR SERIES TRUST 30,706.0 $720K 0.01% +23K +307.2% $23.44 -0.5%
1405 OZ BELPOINTE PREP LLC Real Estate 15,890.0 $720K 0.01% NEW $45.29 +5.7%
1406 BMAR INNOVATOR ETFS TRUST 12,468.0 $718K 0.01% +961.0 +8.3% $57.63 +2.4%
1407 FMAT FIDELITY COVINGTON TRUST 12,248.0 $717K 0.01% +11K +778.0% $58.51 +4.3%
1408 CF CF INDUSTRIES HOLD Basic Materials 6,608.0 $715K 0.01% NEW $108.26 +16.2%
1409 FDN FIRST TR EXCHANGE-TRADED FD 2,702.0 $715K 0.01% +2K +286.0% $264.72 +11.2%
1410 APTIV PLC 11,622.0 $713K 0.01% +6K +121.2% $61.38
1411 FELG FIDELITY COVINGTON TRUST 16,239.0 $710K 0.01% +13K +400.1% $43.75 +0.8%
1412 BAND BANDWIDTH INC Technology 11,184.0 $708K 0.01% +11K +9067.2% $63.30 -22.6%
1413 FNDA SCHWAB STRATEGIC TR 18,531.0 $705K 0.01% +9K +98.4% $38.06 -1.9%
1414 OVL LISTED FDS TR 12,450.0 $705K 0.01% NEW $56.61 +1.0%
1415 CFR CULLEN FROST BANKERS INC Financial Services 4,540.0 $702K 0.01% +1K +39.0% $154.52 +4.6%
1416 BDEC INNOVATOR ETFS TRUST 13,182.0 $701K 0.01% +1K +10.5% $53.20 +2.8%
1417 THEMES ETF TR 17,197.0 $698K 0.01% $40.60
1418 AIVL WISDOMTREE TR 5,324.0 $698K 0.01% NEW $131.13 +2.7%
1419 NWL NEWELL BRANDS INC Consumer Defensive 113,641.0 $698K 0.01% +105K +1293.3% $6.14 +0.5%
1420 DNL WISDOMTREE TR 15,060.0 $695K 0.01% -841.0 -5.3% $46.18 +0.9%
Page 71 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%