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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 9 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JBHT HUNT J B TRANS SVCS INC Industrials 69,718.0 $20.2M 0.13% +55K +378.6% $289.43 -10.2%
162 PAYX PAYCHEX INC Industrials 202,087.0 $19.9M 0.13% +175K +652.2% $98.33 +28.1%
163 XTEN BONDBLOXX ETF TRUST 435,819.0 $19.9M 0.13% +28K +7.0% $45.58 -2.5%
164 VUSB VANGUARD BD INDEX FDS 398,105.0 $19.8M 0.13% NEW $49.78 -0.1%
165 PM PHILIP MORRIS INTL INC Consumer Defensive 108,887.0 $19.7M 0.13% +95K +689.1% $180.92 +5.8%
166 PFE PFIZER INC Healthcare 811,104.0 $19.5M 0.13% +731K +915.7% $24.08 +16.2%
167 DFEM DIMENSIONAL ETF TRUST 478,612.0 $19.5M 0.13% -57K -10.7% $40.64 -2.7%
168 ETN EATON CORP PLC Industrials 45,507.0 $19.4M 0.13% +30K +185.4% $426.13 -4.1%
169 MO ALTRIA GROUP INC Consumer Defensive 265,735.0 $19.1M 0.13% +227K +587.1% $71.95 -4.8%
170 IGSB ISHARES TR 360,543.0 $18.9M 0.12% +58K +19.1% $52.41 -0.5%
171 IAU ISHARES GOLD TR Financial Services 249,615.0 $18.8M 0.12% +153K +158.8% $75.51 +15.8%
172 MBB ISHARES TR 198,697.0 $18.8M 0.12% +100K +101.1% $94.52 -1.3%
173 PAAA PGIM ETF TR 364,643.0 $18.7M 0.12% NEW $51.27 +0.4%
174 IALT BLACKROCK ETF TRUST 665,563.0 $18.7M 0.12% NEW $28.05 +3.0%
175 DAL DELTA AIR LINES INC Industrials 197,853.0 $18.5M 0.12% +180K +1008.0% $93.66 -11.9%
176 IEF ISHARES TR 194,779.0 $18.4M 0.12% +194K +10000.0% $94.57 -1.6%
177 IWM ISHARES TR 61,143.0 $18.4M 0.12% +28K +86.3% $300.46 -0.8%
178 VGK VANGUARD INTL EQUITY INDEX F 206,708.0 $18.3M 0.12% +206K +10000.0% $88.54 +4.6%
179 BA BOEING CO Industrials 84,534.0 $18.3M 0.12% +78K +1207.6% $216.47 -2.8%
180 CMI CUMMINS INC Industrials 25,591.0 $18.3M 0.12% +24K +1649.2% $713.20 -19.9%
Page 9 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%