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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 97 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 APG API GROUP CORP Industrials 752.0 $29K 0.00% NEW $38.26 +11.2%
1922 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 302.0 $29K 0.00% NEW $94.71 +32.1%
1923 SEPW ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF 892.0 $28K 0.00% NEW $31.92 +4.4%
1924 VCTR VICTORY CAP HLDGS INC Financial Services 450.0 $28K 0.00% NEW $63.09 +37.9%
1925 PETROLEO BRASILEIRO S A SP ADR NON VTG 2,515.0 $28K 0.00% NEW $11.27
1926 BROWN FORMAN CORP 1,077.0 $28K 0.00% NEW $26.31
1927 DBO INVESCO DB MULTI-SECTOR COMMOD OIL FD Financial Services 2,304.0 $28K 0.00% NEW $12.20 +54.8%
1928 CRI CARTERS INC Consumer Cyclical 866.0 $28K 0.00% NEW $32.43 +31.2%
1929 BIP BROOKFIELD INFRASTRUCTURE PARTN L.P Utilities 808.0 $28K 0.00% NEW $34.74 +8.1%
1930 UPBOUND GROUP INC 1,597.0 $28K 0.00% NEW $17.56
1931 CDX SIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD ETF 1,260.0 $28K 0.00% NEW $22.26 -4.6%
1932 TLSI TRISALUS LIFE SCIENCES INC Healthcare 4,008.0 $28K 0.00% NEW $6.98 -41.5%
1933 CARS CARS COM INC Consumer Cyclical 2,291.0 $28K 0.00% NEW $12.20 -18.4%
1934 MAT MATTEL INC Consumer Cyclical 1,409.0 $28K 0.00% NEW $19.83 -29.2%
1935 CSW INDUSTRIALS INC 95.0 $28K 0.00% NEW $293.54
1936 HESM HESS MIDSTREAM LP CL A SHS Energy 808.0 $28K 0.00% NEW $34.49 +6.7%
1937 TMC TMC THE METALS COMPANY INC Basic Materials 4,510.0 $28K 0.00% NEW $6.17 -16.9%
1938 MIDCAP FINANCIAL INVSTMNT CORP COM NEW 2,424.0 $28K 0.00% NEW $11.44
1939 SMCI SUPER MICRO COMPUTER INC Technology 942.0 $28K 0.00% NEW $29.27 +4.7%
1940 FOX FOX CORP Communication Services 423.0 $27K 0.00% NEW $64.93 -27.7%
Page 97 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%