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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 83 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 IGIB ISHARES TR 9,416.0 $501K 0.00% +8K +624.9% $53.17 -1.8%
1642 MTN VAIL RESORTS INC Consumer Cyclical 3,674.0 $500K 0.00% +1K +53.1% $136.14 +4.3%
1643 FCAL FIRST TR EXCH TRADED FD III 10,070.0 $500K 0.00% +8K +319.6% $49.65 -2.6%
1644 PAYC PAYCOM SOFTWARE INC Technology 3,974.0 $499K 0.00% +2K +105.9% $125.68 +89.8%
1645 PFO FLAHERTY &CRUMRINE PFD INCO Financial Services 54,038.0 $499K 0.00% +50K +1164.0% $9.24 -1.9%
1646 ASAN ASANA INC Technology 71,105.0 $498K 0.00% +69K +3188.8% $7.00 +45.6%
1647 RELY REMITLY GLOBAL INC Technology 22,057.0 $494K 0.00% +21K +1552.2% $22.41 +18.5%
1648 FDV FEDERATED HERMES ETF TRUST 15,728.0 $494K 0.00% NEW $31.39 +6.9%
1649 NMR NOMURA HLDGS INC Financial Services 56,029.0 $492K 0.00% +51K +1028.9% $8.78 +17.3%
1650 FIRST TR EXCHNG TRADED FD VI 12,765.0 $490K 0.00% NEW $38.41
1651 CGMM CAPITAL GROUP EQUITY ETF TR 14,847.0 $490K 0.00% NEW $32.97 -0.5%
1652 CEREBRAS SYSTEMS INC 2,214.0 $489K 0.00% NEW $221.02
1653 WKC WORLD KINECT CORPORATION Energy 14,848.0 $489K 0.00% +14K +2654.7% $32.94 +7.6%
1654 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 20,450.0 $488K 0.00% +20K +5676.8% $23.88 -1.0%
1655 GJUL FIRST TR EXCHNG TRADED FD VI 11,213.0 $488K 0.00% NEW $43.49 +2.3%
1656 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,521.0 $487K 0.00% NEW $74.72 +0.5%
1657 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 8,080.0 $487K 0.00% +6K +326.2% $60.22 +23.5%
1658 SMIN ISHARES TR 6,864.0 $485K 0.00% -304.0 -4.2% $70.73 +1.5%
1659 IYR ISHARES TR 4,711.0 $482K 0.00% NEW $102.25 +1.2%
1660 RYANAIR HOLDINGS PLC 7,430.0 $481K 0.00% +7K +817.3% $64.76
Page 83 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%