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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 115 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 KFRC KFORCE INC Industrials 483.0 $15K NEW $30.89 +46.9%
2282 BRBR BELLRING BRANDS INC Consumer Defensive 558.0 $15K NEW $26.73 -64.6%
2283 ORA ORMAT TECHNOLOGIES INC Utilities 135.0 $15K NEW $110.47 +15.6%
2284 GSBC GREAT SOUTHN BANCORP INC Financial Services 242.0 $15K NEW $61.56 +20.6%
2285 PARR PAR PAC HOLDINGS INC Energy 422.0 $15K NEW $35.14 +44.8%
2286 JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 230.0 $15K NEW $64.42 +18.6%
2287 DX DYNEX CAP INC COM Real Estate 1,056.0 $15K NEW $14.01 -6.8%
2288 VISN COMMSCOPE HLDG CO INC Technology 813.0 $15K NEW $18.13 -30.2%
2289 UMI USCF ETF TR 300.0 $15K NEW $49.08 +18.1%
2290 CNM CORE & MAIN INC Industrials 281.0 $15K NEW $51.97 -6.5%
2291 UGP ULTRAPAR PARTICIPACOES SA SP ADR REP COM Energy 3,870.0 $15K NEW $3.77 +27.3%
2292 NSP INSPERITY INC Industrials 376.0 $15K NEW $38.72 -6.5%
2293 DMLP DORCHESTER MINERALS LP COM UNIT Energy 651.0 $15K NEW $22.35 +11.9%
2294 MXI ISHARES TR 150.0 $14K NEW $96.64 +14.1%
2295 KLARNA GROUP PLC ORD USD0.0001 500.0 $14K NEW $28.91
2296 FNDX SCHWAB STRATEGIC TR 530.0 $14K NEW $27.23 +14.0%
2297 CRSR CORSAIR GAMING INC Technology 2,424.0 $14K NEW $5.94 +50.7%
2298 DBMF LITMAN GREGORY FDS TR 513.0 $14K NEW $28.04 +10.3%
2299 FDBC FIDELITY D & D BANCORP INC Financial Services 329.0 $14K NEW $43.53 +14.1%
2300 Z ZILLOW GROUP INC Communication Services 209.0 $14K NEW $68.22 -52.9%
Page 115 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%