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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 90 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 NVCR NOVOCURE LTD Healthcare 26,690.0 $404K 0.00% +7K +36.1% $15.15 +17.6%
1782 IYK ISHARES TR 5,546.0 $403K 0.00% +5K +721.6% $72.66 +3.4%
1783 FTSD FRANKLIN ETF TR 4,448.0 $403K 0.00% NEW $90.51 -0.5%
1784 LNC LINCOLN NATL CORP IND Financial Services 11,385.0 $402K 0.00% NEW $35.35 +22.5%
1785 XLF PUT SELECT SECTOR SPDR TR 7,500.0 $402K 0.00% NEW $53.61 +8.4%
1786 CCC CCC INTELLIGENT SOLUTIONS HL Technology 77,843.0 $402K 0.00% +12K +18.7% $5.16 +45.2%
1787 LPG DORIAN LPG LTD Energy 11,538.0 $401K 0.00% +11K +2127.4% $34.78 +43.1%
1788 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 22,803.0 $400K 0.00% +21K +1204.5% $17.56 +16.9%
1789 FRANKLIN XRP TRUST 35,278.0 $400K 0.00% NEW $11.35
1790 PPTA PERPETUA RESOURCES CORP Basic Materials 19,282.0 $400K 0.00% NEW $20.76 +21.0%
1791 CDE COEUR MNG INC Basic Materials 24,526.0 $400K 0.00% NEW $16.32 +29.5%
1792 MILLROSE PPTYS INC 13,292.0 $399K 0.00% +13K +3435.1% $30.05
1793 BSJR INVESCO EXCH TRD SLF IDX FD 17,866.0 $399K 0.00% NEW $22.35 +0.0%
1794 ILCV ISHARES TR 3,943.0 $399K 0.00% +3K +194.7% $101.23 +7.4%
1795 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 6,193.0 $399K 0.00% NEW $64.45 -1.1%
1796 VTP VANGUARD MALVERN FDS 5,201.0 $399K 0.00% NEW $76.65 -1.9%
1797 FORM FORMFACTOR INC Technology 2,483.0 $397K 0.00% +2K +478.8% $159.93 -36.4%
1798 SWX SOUTHWEST GAS HLDGS INC Utilities 4,462.0 $396K 0.00% +4K +1798.7% $88.68 +0.5%
1799 RPG INVESCO EXCHANGE TRADED FD T 6,194.0 $395K 0.00% +5K +648.1% $63.85 -10.6%
1800 HQY HEALTHEQUITY INC Healthcare 4,376.0 $395K 0.00% +4K +866.0% $90.33 +6.7%
Page 90 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%