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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 72 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DB DEUTSCHE BANK A G Financial Services 2,048.0 $79K 0.00% NEW $38.56 -8.5%
1422 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 1,457.0 $79K 0.00% NEW $54.17 +51.3%
1423 OVV OVINTIV INC Energy 2,013.0 $79K 0.00% NEW $39.19 +33.7%
1424 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,610.0 $78K 0.00% NEW $48.58 +76.1%
1425 TTD THE TRADE DESK INC Technology 2,049.0 $78K 0.00% NEW $37.96 -51.2%
1426 MNDY MONDAY COM LTD Technology 527.0 $78K 0.00% NEW $147.56 -51.5%
1427 CCC CCC INTELLIGENT SOLUTIONS HL Technology 9,781.0 $78K 0.00% NEW $7.95 -44.5%
1428 XLRE SELECT SECTOR SPDR TR 1,923.0 $78K 0.00% NEW $40.34 +8.7%
1429 KVUE KENVUE INC Consumer Defensive 4,463.0 $77K 0.00% NEW $17.33 +4.6%
1430 EGP EASTGROUP PPTYS INC Real Estate 432.0 $77K 0.00% NEW $178.14 +12.3%
1431 AIA ISHARES TR 787.0 $77K 0.00% NEW $97.48 +53.0%
1432 CHD CHURCH & DWIGHT CO INC Consumer Defensive 914.0 $77K 0.00% NEW $83.89 +14.0%
1433 AN AUTONATION INC Consumer Cyclical 370.0 $76K 0.00% NEW $206.48 -8.6%
1434 GLPG GALAPAGOS NV Healthcare 2,335.0 $76K 0.00% NEW $32.70 -12.4%
1435 VDE VANGUARD WORLD FD 605.0 $76K 0.00% NEW $125.99 +20.5%
1436 HRB BLOCK H & R INC Consumer Cyclical 1,742.0 $76K 0.00% NEW $43.58 -21.1%
1437 SCHE SCHWAB STRATEGIC TR 2,292.0 $75K 0.00% NEW $32.74 +12.6%
1438 GH GUARDANT HEALTH INC Healthcare 733.0 $75K 0.00% NEW $102.14 +29.0%
1439 IGIB ISHARES TR 1,386.0 $75K 0.00% NEW $53.88 -1.5%
1440 HRI HERC HLDGS INC Industrials 503.0 $75K 0.00% NEW $148.38 +4.5%
Page 72 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%