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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 116 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 CALM CAL MAINE FOODS INC Consumer Defensive 179.0 $14K NEW $79.57 -2.3%
2302 MAX MEDIAALPHA INC Communication Services 1,099.0 $14K NEW $12.95 -21.8%
2303 GNW GENWORTH FINL INC Financial Services 1,575.0 $14K NEW $9.03 -0.9%
2304 REZI RESIDEO TECHNOLOGIES INC Industrials 403.0 $14K NEW $35.12 -9.1%
2305 COCO VITA COCO CO INC Consumer Defensive 266.0 $14K NEW $53.01 +58.5%
2306 OLMA OLEMA PHARMACEUTICALS INC Healthcare 564.0 $14K NEW $25.00 -62.0%
2307 BANR BANNER CORP Financial Services 225.0 $14K NEW $62.66 +3.5%
2308 UVV UNIVERSAL CORP VA Consumer Defensive 266.0 $14K NEW $52.66 -1.0%
2309 FTRE FORTREA HLDGS INC Healthcare 811.0 $14K NEW $17.25 -11.2%
2310 BDC BELDEN INC Technology 120.0 $14K NEW $116.55 +5.8%
2311 FTAI AVIATION LTD 71.0 $14K NEW $196.86
2312 PVAL PUTNAM ETF TRUST FOCUSED LAR CAP 306.0 $14K NEW $45.57 +12.8%
2313 FCFS FIRSTCASH HOLDINGS INC Financial Services 87.0 $14K NEW $159.95 +41.9%
2314 CART MAPLEBEAR INC Consumer Cyclical 309.0 $14K NEW $44.98 -1.0%
2315 GUT GABELLI UTILITY TRUST COM USD0.001 Financial Services 2,301.0 $14K NEW $6.03 +4.6%
2316 BBSI BARRETT BUSINESS SVCS INC Industrials 383.0 $14K NEW $36.21 -8.8%
2317 FCN FTI CONSULTING INC Industrials 81.0 $14K NEW $170.83 -14.8%
2318 IAT ISHARES TR 250.0 $14K NEW $55.15 +7.8%
2319 FXH FIRST TR EXCHANGE TRADED FD 121.0 $14K NEW $113.83 +1.4%
2320 FTRI FIRST TR EXCHANGE TRADED FD 874.0 $14K NEW $15.66 +6.5%
Page 116 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%