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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 88 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,732.0 $427K 0.00% +2K +198.1% $114.41 -15.8%
1742 IONQ IONQ INC Technology 7,982.0 $425K 0.00% +5K +147.7% $53.26 -26.4%
1743 EXPD EXPEDITORS INTL WASH INC Industrials 2,607.0 $425K 0.00% +1K +111.8% $162.98 +17.2%
1744 STLA CALL STELLANTIS N.V Consumer Cyclical 74,000.0 $425K 0.00% NEW $5.74 -5.6%
1745 GCBC GREENE CNTY BANCORP INC Financial Services 12,627.0 $424K 0.00% +13K +10000.0% $33.59 +3.8%
1746 HRL HORMEL FOODS CORP Consumer Defensive 17,084.0 $424K 0.00% +6K +49.8% $24.82 -13.2%
1747 PJUL INNOVATOR ETFS TRUST 8,670.0 $423K 0.00% +2K +24.0% $48.81 +1.9%
1748 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 36,035.0 $423K 0.00% +19K +112.7% $11.74 -4.3%
1749 ESNT ESSENT GROUP LTD Financial Services 6,567.0 $422K 0.00% +6K +1100.5% $64.28 +7.2%
1750 RRX REGAL REXNORD CORPORATION Industrials 1,765.0 $420K 0.00% +1K +238.8% $238.19 -33.9%
1751 ARRY ARRAY TECHNOLOGIES INC Energy 56,474.0 $418K 0.00% NEW $7.41 -38.1%
1752 PFS PROVIDENT FINL SVCS INC Financial Services 17,681.0 $418K 0.00% +17K +4150.2% $23.64 -0.5%
1753 AXON AXON ENTERPRISE INC Industrials 820.0 $417K 0.00% +763.0 +1338.6% $508.25 +18.2%
1754 XMPT VANECK ETF TRUST 18,600.0 $416K 0.00% NEW $22.34 -3.7%
1755 OKTA OKTA INC Technology 3,041.0 $415K 0.00% +900.0 +42.0% $136.45 +21.8%
1756 IHDG WISDOMTREE TR 7,916.0 $415K 0.00% +8K +8794.4% $52.38 +2.2%
1757 HAMILTON INSURANCE GROUP LTD 12,216.0 $415K 0.00% +12K +2031.9% $33.94
1758 CAM AB ACTIVE ETFS INC 16,470.0 $414K 0.00% $25.16 -1.3%
1759 VICR VICOR CORP Technology 1,091.0 $414K 0.00% +1K +1354.7% $379.78 -50.6%
1760 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,601.0 $414K 0.00% +2K +109.6% $115.01 -0.6%
Page 88 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%