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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 43 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NVST ENVISTA HOLDINGS CORPORATION Healthcare 13,431.0 $292K 0.01% NEW $21.71 +8.3%
842 A AGILENT TECHNOLOGIES INC Healthcare 2,137.0 $291K 0.01% NEW $136.07 -14.8%
843 ACI ALBERTSONS COS INC Consumer Defensive 16,886.0 $290K 0.01% NEW $17.17 -5.8%
844 ESS ESSEX PPTY TR INC Real Estate 1,105.0 $289K 0.01% NEW $261.68 +6.5%
845 CPT CAMDEN PPTY TR Real Estate 2,626.0 $289K 0.01% NEW $110.08 -1.5%
846 MUSA MURPHY USA INC Consumer Cyclical 715.0 $289K 0.01% NEW $403.76 +28.1%
847 DTM DT MIDSTREAM INC COMMON STOCK Energy 2,405.0 $288K 0.01% NEW $119.68 +23.0%
848 PCG PG&E CORP Utilities 17,894.0 $288K 0.01% NEW $16.07 +3.2%
849 ACWV ISHARES INC 2,420.0 $287K 0.01% NEW $118.75 +3.0%
850 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 10,908.0 $287K 0.01% NEW $26.33 -9.7%
851 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 6,632.0 $287K 0.01% NEW $43.30 +57.8%
852 WAT WATERS CORP Healthcare 756.0 $287K 0.01% NEW $379.83 -9.8%
853 GL GLOBE LIFE INC Financial Services 2,052.0 $287K 0.01% NEW $139.86 +9.4%
854 RYLD GLOBAL X FDS 18,745.0 $287K 0.01% NEW $15.30 +2.8%
855 MOAT VANECK ETF TRUST 2,768.0 $287K 0.01% NEW $103.58 -1.4%
856 FEZ SPDR EURO STOXX 50 ETF 4,448.0 $286K 0.01% NEW $64.39 +6.0%
857 PAPR INNOVATOR ETFS TRUST 7,316.0 $286K 0.01% NEW $39.12 +7.5%
858 NVCR NOVOCURE LTD Healthcare 21,933.0 $284K 0.01% NEW $12.93 +35.4%
859 BCS BARCLAYS PLC Financial Services 11,124.0 $283K 0.01% NEW $25.45 -3.8%
860 LSTR LANDSTAR SYS INC Industrials 1,964.0 $282K 0.01% NEW $143.67 +40.5%
Page 43 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%