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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4075 New
Page 102 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 FID FIRST TR EXCHANGE TRADED FD 1,141.0 $23K 0.00% NEW $20.55 +6.8%
2022 RNR RENAISSANCERE HLDGS LTD Financial Services 83.0 $23K 0.00% NEW $282.29 +6.0%
2023 EXG EATON VANCE TAX-MANAGED GLOBAL COM Financial Services 2,456.0 $23K 0.00% NEW $9.53 +0.7%
2024 TIGO MILLICOM INTL CELLULAR S A Communication Services 422.0 $23K 0.00% NEW $55.44 +52.3%
2025 LNC LINCOLN NATL CORP IND Financial Services 525.0 $23K 0.00% NEW $44.51 -16.5%
2026 BSY BENTLEY SYS INC Technology 612.0 $23K 0.00% NEW $38.17 -23.0%
2027 HLX HELIX ENERGY SOLUTIONS GRP I Energy 3,719.0 $23K 0.00% NEW $6.27 +38.6%
2028 STLA STELLANTIS N.V Consumer Cyclical 2,131.0 $23K 0.00% NEW $10.93 -42.0%
2029 XHE STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF 264.0 $23K 0.00% NEW $88.14 -6.6%
2030 EGBN EAGLE BANCORP INC MD Financial Services 1,086.0 $23K 0.00% NEW $21.42 +28.8%
2031 IVLU ISHARES TR 610.0 $23K 0.00% NEW $38.05 +10.9%
2032 ITB ISHARES TR 241.0 $23K 0.00% NEW $96.30 +3.1%
2033 RDN RADIAN GROUP INC Financial Services 644.0 $23K 0.00% NEW $35.99 -3.6%
2034 PUBM PUBMATIC INC COM CL A Technology 2,602.0 $23K 0.00% NEW $8.87 +27.4%
2035 KNF KNIFE RIVER CORP Basic Materials 328.0 $23K 0.00% NEW $70.35 +22.6%
2036 GPN GLOBAL PMTS INC Industrials 298.0 $23K 0.00% NEW $77.40 -13.6%
2037 CAPITAL CLEAN ENERGY CARRIERS CORP COM NPV 1,102.0 $23K 0.00% NEW $20.87
2038 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 773.0 $23K 0.00% NEW $29.66 -1.0%
2039 FETH FIDELITY ETHEREUM FUND Financial Services 774.0 $23K 0.00% NEW $29.62 -42.6%
2040 WBS WEBSTER FINL CORP Financial Services 364.0 $23K 0.00% NEW $62.94 +20.1%
Page 102 of 204  ·  4,075 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
Financial Services 25.8%
Technology 25.4%
Healthcare 10.8%
Consumer Cyclical 9.2%
Industrials 7.7%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.7%
Basic Materials 1.7%