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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 83 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 HHH HOWARD HUGHES HOLDINGS INC Real Estate 585.0 $47K 0.00% NEW $79.77 -16.2%
1642 MSA MSA SAFETY INC Industrials 290.0 $46K 0.00% NEW $160.26 +2.6%
1643 LFUS LITTELFUSE INC Technology 184.0 $46K 0.00% NEW $252.39 +90.1%
1644 COMT ISHARES U S ETF TR 1,863.0 $46K 0.00% NEW $24.90 +26.0%
1645 ACHR ARCHER AVIATION INC Industrials 6,152.0 $46K 0.00% NEW $7.52 -25.9%
1646 VCR VANGUARD WORLD FD CONSUM DIS ETF 117.0 $46K 0.00% NEW $395.18 -0.2%
1647 MSGE SPHERE ENTERTAINMENT CO Communication Services 485.0 $46K 0.00% NEW $95.08 -22.8%
1648 LMAT LEMAITRE VASCULAR INC Healthcare 568.0 $46K 0.00% NEW $81.07 +15.9%
1649 VRSN VERISIGN INC Technology 189.0 $46K 0.00% NEW $242.95 +8.9%
1650 SPXC SPX TECHNOLOGIES INC Industrials 229.0 $46K 0.00% NEW $200.06 +21.4%
1651 HLI HOULIHAN LOKEY INC Financial Services 263.0 $46K 0.00% NEW $174.19 -19.2%
1652 FSLR FIRST SOLAR INC Energy 175.0 $46K 0.00% NEW $261.23 -1.4%
1653 STEX STREAMEX CORP COM Financial Services 15,000.0 $45K 0.00% NEW $3.03 -69.8%
1654 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,184.0 $45K 0.00% NEW $38.34 -2.4%
1655 SXI STANDEX INTL CORP Industrials 208.0 $45K 0.00% NEW $217.54 +44.9%
1656 AVT AVNET INC Technology 940.0 $45K 0.00% NEW $48.08 +90.2%
1657 IYK ISHARES TR 675.0 $45K 0.00% NEW $66.92 +6.9%
1658 IEF ISHARES TR 469.0 $45K 0.00% NEW $96.22 -1.9%
1659 KLIC KULICKE & SOFFA INDS INC Technology 989.0 $45K 0.00% NEW $45.58 +167.4%
1660 OZK BANK OZK LITTLE ROCK ARK Financial Services 978.0 $45K 0.00% NEW $46.02 +7.0%
Page 83 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%