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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 123 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 CCB COASTAL FINL CORP WA Financial Services 92.0 $11K NEW $114.60 -37.5%
2442 BSJS INVESCO EXCH TRD SLF IDX FD 476.0 $10K NEW $22.02 -0.7%
2443 VNDA VANDA PHARMACEUTICALS INC Healthcare 1,188.0 $10K NEW $8.82 -34.2%
2444 BMI BADGER METER INC Technology 60.0 $10K NEW $174.42 -22.3%
2445 CGXU CAPITAL GROUP INTL FOCUS EQT 354.0 $10K NEW $29.55 +22.2%
2446 EQBK EQUITY BANCSHARES INC Financial Services 234.0 $10K NEW $44.65 +4.4%
2447 NGVT INGEVITY CORP Basic Materials 176.0 $10K NEW $59.18 +24.0%
2448 ALGM ALLEGRO MICROSYSTEMS INC Technology 393.0 $10K NEW $26.38 +123.7%
2449 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 100.0 $10K NEW $103.37 +8.7%
2450 UFEB INNOVATOR ETFS TRUST 280.0 $10K NEW $36.79 +5.1%
2451 FUBOTV INC 4,076.0 $10K NEW $2.52
2452 AIT APPLIED INDL TECHNOLOGIES IN Industrials 40.0 $10K NEW $256.77 +31.6%
2453 STNG SCORPIO TANKERS INC Energy 202.0 $10K NEW $50.83 +58.5%
2454 PUTNAM ETF TRUST FRANKLIN MUNI HI 887.0 $10K NEW $11.57
2455 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 138.0 $10K NEW $74.04 +38.3%
2456 FRONTIER COMMUNICATIONS PARE 268.0 $10K NEW $38.07
2457 DAC DANAOS CORP COM USD0.01 POST REV SPLT Industrials 108.0 $10K NEW $94.41 +33.4%
2458 SPXL DIREXION SHS ETF TR 46.0 $10K NEW $221.37 +23.2%
2459 LAUR LAUREATE EDUCATION INC Consumer Defensive 302.0 $10K NEW $33.71 +8.1%
2460 AVNS AVANOS MED INC Healthcare 904.0 $10K NEW $11.23 +122.1%
Page 123 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%