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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 82 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CAG CONAGRA BRANDS INC Consumer Defensive 2,663.0 $49K 0.00% NEW $18.35 -28.1%
1622 LDUR PIMCO ETF TR 507.0 $49K 0.00% NEW $95.95 -0.7%
1623 YUMC YUM CHINA HLDGS INC Consumer Cyclical 1,019.0 $49K 0.00% NEW $47.73 -10.1%
1624 CTRE CARETRUST REIT INC Real Estate 1,344.0 $49K 0.00% NEW $36.16 +2.5%
1625 UTZ UTZ BRANDS INC Consumer Defensive 4,670.0 $48K 0.00% NEW $10.38 -32.1%
1626 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 539.0 $48K 0.00% NEW $89.86 -2.1%
1627 TIC TIC SOLUTIONS INC Industrials 4,788.0 $48K 0.00% NEW $10.11 -16.7%
1628 BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR Basic Materials 1,731.0 $48K 0.00% NEW $27.83 +17.1%
1629 IMCR IMMUNOCORE HLDGS PLC ADS Healthcare 1,386.0 $48K 0.00% NEW $34.71 -17.6%
1630 IDEV ISHARES TR 582.0 $48K 0.00% NEW $82.48 +8.6%
1631 APA APA CORPORATION Energy 1,960.0 $48K 0.00% NEW $24.47 +35.0%
1632 WDFC WD 40 CO Basic Materials 243.0 $48K 0.00% NEW $196.90 +15.4%
1633 COPX GLOBAL X COPPER MINERS ETF 663.0 $48K 0.00% NEW $71.79 +19.1%
1634 CGGO CAPITAL GROUP GBL GROWTH EQT 1,362.0 $47K 0.00% NEW $34.66 +22.5%
1635 IYY ISHARES DOW JONES US ETF 284.0 $47K 0.00% NEW $165.81 +9.8%
1636 W WAYFAIR INC Consumer Cyclical 468.0 $47K 0.00% NEW $100.41 -11.8%
1637 CVE CENOVUS ENERGY INC Energy 2,769.0 $47K 0.00% NEW $16.92 +48.7%
1638 NWS NEWS CORP NEW Communication Services 1,580.0 $47K 0.00% NEW $29.63 -3.0%
1639 IDCC INTERDIGITAL INC Technology 147.0 $47K 0.00% NEW $318.39 -7.0%
1640 XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM 338.0 $47K 0.00% NEW $138.46 +24.1%
Page 82 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%