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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 67 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BRIGHTSTAR LOTTERY PLC 6,707.0 $104K 0.00% NEW $15.48
1322 SPTL SPDR SERIES TRUST 3,922.0 $104K 0.00% NEW $26.47 -1.7%
1323 SA SEABRIDGE GOLD INC Basic Materials 3,500.0 $104K 0.00% NEW $29.59 +9.2%
1324 HUBS HUBSPOT INC Technology 258.0 $104K 0.00% NEW $401.30 -50.5%
1325 AKRE PROFESIONALLY MANAGED PORTFO 1,579.0 $103K 0.00% NEW $65.51 -16.6%
1326 FFIV F5 INC Technology 405.0 $103K 0.00% NEW $255.26 +50.2%
1327 CGCP CAPITAL GRP FIXED INCM ETF T 4,558.0 $103K 0.00% NEW $22.64 -1.1%
1328 SLF SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 Financial Services 1,651.0 $103K 0.00% NEW $62.40 +15.2%
1329 OSK OSHKOSH CORP Industrials 819.0 $103K 0.00% NEW $125.65 +3.2%
1330 VTWO VANGUARD SCOTTSDALE FDS 1,030.0 $103K 0.00% NEW $99.53 +18.5%
1331 KEY KEYCORP Financial Services 4,824.0 $102K 0.00% NEW $21.24 +0.5%
1332 WPP WPP PLC NEW Communication Services 4,554.0 $102K 0.00% NEW $22.46 -16.4%
1333 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 1,004.0 $102K 0.00% NEW $101.82 +10.6%
1334 IYG ISHARES TR 1,107.0 $102K 0.00% NEW $92.28 -6.1%
1335 VFMV VANGUARD WELLINGTON FD 782.0 $102K 0.00% NEW $130.42 +8.7%
1336 HEI HEICO CORP NEW Industrials 315.0 $102K 0.00% NEW $323.59 +6.6%
1337 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,128.0 $102K 0.00% NEW $90.03 -4.5%
1338 QQQI NEOS ETF TRUST 1,869.0 $101K 0.00% NEW $53.85 +6.0%
1339 HL HECLA MNG CO Basic Materials 5,224.0 $100K 0.00% NEW $19.19 -8.3%
1340 TOL TOLL BROTHERS INC Consumer Cyclical 740.0 $100K 0.00% NEW $135.22 +2.1%
Page 67 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%