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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 74 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 CUBE CUBESMART Real Estate 1,930.0 $70K 0.00% NEW $36.05 +12.7%
1462 BCSF BAIN CAP SPECIALTY FIN INC COM STK Financial Services 5,000.0 $70K 0.00% NEW $13.91 -11.1%
1463 SYLD CAMBRIA SHAREHOLDER YIELD ETF 1,000.0 $70K 0.00% NEW $69.52 +12.3%
1464 FVAL FIDELITY VALUE FACTOR ETF 959.0 $69K 0.00% NEW $72.27 +7.9%
1465 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF 1,322.0 $69K 0.00% NEW $52.39 +0.2%
1466 AAON AAON INC Industrials 907.0 $69K 0.00% NEW $76.26 +79.3%
1467 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 1,155.0 $68K 0.00% NEW $59.08 +42.1%
1468 VUZI VUZIX CORP COM USD0.001 Technology 18,028.0 $68K 0.00% NEW $3.78 -12.4%
1469 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 8,656.0 $68K 0.00% NEW $7.86 +206.4%
1470 PSN PARSONS CORP DEL Industrials 1,098.0 $68K 0.00% NEW $61.80 -15.5%
1471 THC TENET HEALTHCARE CORP Healthcare 341.0 $68K 0.00% NEW $198.72 -13.2%
1472 RGA REINSURANCE GRP OF AMERICA I Financial Services 333.0 $68K 0.00% NEW $203.46 +3.5%
1473 JULZ TRUESHARES STRUCTURED OUTCOME (JULY) ETF 1,600.0 $67K 0.00% NEW $42.12 +7.4%
1474 LEN LENNAR CORP Consumer Cyclical 655.0 $67K 0.00% NEW $102.83 -12.7%
1475 RNP COHEN &STEERS REIT &PFD &IN COM Financial Services 3,385.0 $67K 0.00% NEW $19.86 +0.1%
1476 ANNALY CAPITAL MANAGEMENT IN 3,003.0 $67K 0.00% NEW $22.36
1477 KBE STATE STREET SPDR S&P BANK ETF 1,102.0 $67K 0.00% NEW $60.69 +8.3%
1478 RBLX ROBLOX CORP Technology 825.0 $67K 0.00% NEW $81.02 -36.4%
1479 CYBERARK SOFTWARE LTD COM ILS0.01 149.0 $66K 0.00% NEW $446.06
1480 FDS FACTSET RESH SYS INC Financial Services 229.0 $66K 0.00% NEW $290.19 -23.7%
Page 74 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%