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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 109 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 LASR NLIGHT INC Technology 488.0 $18K 0.00% NEW $37.51 +72.6%
2162 PPC PILGRIMS PRIDE CORP Consumer Defensive 468.0 $18K 0.00% NEW $38.99 -29.9%
2163 VECO VEECO INSTRS INC DEL Technology 637.0 $18K 0.00% NEW $28.58 +178.7%
2164 NTAP NETAPP INC Technology 170.0 $18K 0.00% NEW $107.09 +49.1%
2165 KE KIMBALL ELECTRONICS INC Industrials 654.0 $18K 0.00% NEW $27.82 -9.1%
2166 WEX WEX INC Technology 122.0 $18K 0.00% NEW $148.98 -14.4%
2167 DCOM DIME CMNTY BANCSHARES INC Financial Services 601.0 $18K 0.00% NEW $30.09 +29.6%
2168 TRMK TRUSTMARK CORP Financial Services 464.0 $18K 0.00% NEW $38.95 +14.7%
2169 BPOP POPULAR INC Financial Services 145.0 $18K 0.00% NEW $124.52 +27.9%
2170 QCRH QCR HOLDINGS INC COM STK USD1 Financial Services 216.0 $18K 0.00% NEW $83.30 +14.0%
2171 GGG GRACO INC Industrials 219.0 $18K 0.00% NEW $81.97 -7.2%
2172 PDBC INVESCO ACTVELY MNGD ETC FD 1,354.0 $18K 0.00% NEW $13.25 +24.5%
2173 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 347.0 $18K 0.00% NEW $51.66 -32.3%
2174 MAN MANPOWERGROUP INC WIS Industrials 600.0 $18K 0.00% NEW $29.73 +12.8%
2175 CNX CNX RES CORP Energy 485.0 $18K 0.00% NEW $36.77 -11.1%
2176 BHE BENCHMARK ELECTRS INC Technology 417.0 $18K 0.00% NEW $42.76 +115.6%
2177 ICFI ICF INTERNATIONAL INC Industrials 209.0 $18K 0.00% NEW $85.30 -22.0%
2178 MUR MURPHY OIL CORP Energy 570.0 $18K 0.00% NEW $31.25 +9.7%
2179 SJM SMUCKER J M CO Consumer Defensive 182.0 $18K 0.00% NEW $97.85 +13.3%
2180 CHWY CHEWY INC Consumer Cyclical 538.0 $18K 0.00% NEW $33.05 -44.9%
Page 109 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%