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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 125 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 MDYV SPDR SERIES TRUST 115.0 $10K NEW $84.97 +10.0%
2482 DEI DOUGLAS EMMETT INC Real Estate 889.0 $10K NEW $10.99 +6.5%
2483 BKH BLACK HILLS CORP Utilities 140.0 $10K NEW $69.51 +4.7%
2484 HIO WESTERN ASSET HIGH INCOME OPPO COM Financial Services 2,620.0 $10K NEW $3.71 -2.2%
2485 MARB FIRST TR EXCH TRADED FD III 470.0 $10K NEW $20.64 +1.3%
2486 DOO BRP INC COM SUN VTG Consumer Cyclical 137.0 $10K NEW $70.81 -15.9%
2487 GXO GXO LOGISTICS INCORPORATED Industrials 184.0 $10K NEW $52.64 -7.6%
2488 CGCB CAPITAL GRP FIXED INCM ETF T 365.0 $10K NEW $26.53 -1.1%
2489 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 94.0 $10K NEW $102.96 +7.9%
2490 PSK SPDR SERIES TRUST 305.0 $10K NEW $31.69 -2.6%
2491 TFSL TFS FINL CORP Financial Services 716.0 $10K NEW $13.38 +22.7%
2492 HAMILTON INSURANCE GROUP LTD 343.0 $10K NEW $27.90
2493 POR PORTLAND GEN ELEC CO Utilities 199.0 $10K NEW $47.99 +4.6%
2494 RYN RAYONIER INC Real Estate 441.0 $10K NEW $21.65 -3.1%
2495 KWEB KRANESHARES TRUST 280.0 $10K NEW $34.05 -25.9%
2496 EWZ ISHARES INC 300.0 $10K NEW $31.77 +6.2%
2497 LGND LIGAND PHARMACEUTICALS INC Healthcare 50.0 $9K NEW $189.08 +45.4%
2498 COLB COLUMBIA BKG SYS INC Financial Services 338.0 $9K NEW $27.95 +9.3%
2499 TRDA ENTRADA THERAPEUTICS INC Healthcare 918.0 $9K NEW $10.28 -31.0%
2500 BBEU J P MORGAN EXCHANGE TRADED F 128.0 $9K NEW $73.45 +6.8%
Page 125 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%