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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 56 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 NUE NUCOR CORP Basic Materials 1,054.0 $172K 0.01% NEW $163.06 +51.2%
1102 IUS INVESCO RAFI STRATEGIC US ETF 3,004.0 $172K 0.01% NEW $57.16 +14.6%
1103 RDY DR REDDYS LABS LTD Healthcare 12,151.0 $171K 0.01% NEW $14.04 -3.3%
1104 VRSK VERISK ANALYTICS INC Industrials 761.0 $170K 0.01% NEW $223.63 -23.3%
1105 B BARRICK MNG CORP Basic Materials 3,900.0 $170K 0.01% NEW $43.55 -5.3%
1106 FHN FIRST HORIZON CORPORATION Financial Services 7,106.0 $170K 0.01% NEW $23.90 +1.3%
1107 LULU LULULEMON ATHLETICA INC Consumer Cyclical 817.0 $170K 0.01% NEW $207.81 -36.9%
1108 LEU CENTRUS ENERGY CORP Energy 698.0 $169K 0.01% NEW $242.76 -25.8%
1109 NEWSMAX INC COM SHS CLASS B 21,897.0 $169K 0.01% NEW $7.73
1110 WSO WATSCO INC Industrials 502.0 $169K 0.01% NEW $336.91 +13.1%
1111 FDLO FIDELITY COVINGTON TRUST 2,526.0 $169K 0.01% NEW $66.76 +5.1%
1112 AGX ARGAN INC Industrials 536.0 $168K 0.01% NEW $313.10 +115.1%
1113 RGTI RIGETTI COMPUTING INC Technology 7,574.0 $168K 0.01% NEW $22.15 +11.2%
1114 SR SPIRE INC Utilities 2,025.0 $167K 0.01% NEW $82.71 +3.6%
1115 CNH INDL N V 18,149.0 $167K 0.01% NEW $9.22
1116 TH TARGET HOSPITALITY CORP Industrials 20,884.0 $167K 0.01% NEW $8.01 +128.8%
1117 TRP TC ENERGY CORP Energy 3,029.0 $167K 0.01% NEW $55.04 +23.9%
1118 ESI ELEMENT SOLUTIONS INC Basic Materials 6,666.0 $167K 0.01% NEW $24.99 +71.7%
1119 RSPT INVESCO EXCHANGE TRADED FD T 3,659.0 $167K 0.01% NEW $45.51 +36.0%
1120 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 978.0 $166K 0.01% NEW $170.00 +39.7%
Page 56 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%