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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 195 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3881 GAMB GAMBLING.COM GROUP LIMITED ORD NPV Consumer Cyclical 13.0 $71.0 NEW $5.46 -54.8%
3882 TNGX TANGO THERAPEUTICS INC COM Healthcare 8.0 $71.0 NEW $8.88 +137.5%
3883 CWCO CONSOLIDATED WATER CO LTD Utilities 2.0 $71.0 NEW $35.50 -18.2%
3884 AAOI APPLIED OPTOELECTRONICS INC Technology 2.0 $70.0 NEW $35.00 +405.2%
3885 RBCAA REPUBLIC BANCORP INC KY CL A Financial Services 1.0 $69.0 NEW $69.00 +13.7%
3886 REM ISHARES TR 3.0 $67.0 NEW $22.33 -2.3%
3887 KSCP KNIGHTSCOPE INC CL A NEW Industrials 18.0 $67.0 NEW $3.72 -22.6%
3888 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 19.0 $65.0 NEW $3.42 +60.8%
3889 EWCZ EUROPEAN WAX CTR INC CLASS A COM Consumer Defensive 18.0 $65.0 NEW $3.61 +61.2%
3890 LWLG LIGHTWAVE LOGIC INC COM Basic Materials 20.0 $65.0 NEW $3.25 +305.2%
3891 CITIUS PHARMACEUTICALS INC COM 84.0 $65.0 NEW $0.77
3892 VITL VITAL FARMS INC COM Consumer Defensive 2.0 $64.0 NEW $32.00 -70.5%
3893 CTLP CANTALOUPE INC COM Technology 6.0 $64.0 NEW $10.67 +5.0%
3894 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 1.0 $62.0 NEW $62.00 +2.4%
3895 LAW CS DISCO INC COM Technology 8.0 $62.0 NEW $7.75 -52.0%
3896 LQDT LIQUIDITY SVCS INC COM Consumer Cyclical 2.0 $61.0 NEW $30.50 +12.1%
3897 CTKB CYTEK BIOSCIENCES INC COM Healthcare 12.0 $61.0 NEW $5.08 -22.1%
3898 ADCT ADC THERAPEUTICS SA COM CHF0.08 Healthcare 17.0 $60.0 NEW $3.53 -3.7%
3899 PBYI PUMA BIOTECHNOLOGY INC Healthcare 10.0 $60.0 NEW $6.00 +17.5%
3900 CHARGEPOINT HOLDINGS INC COM SHS 9.0 $60.0 NEW $6.67
Page 195 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%