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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 85 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 GDXJ VANECK ETF TRUST 384.0 $44K 0.00% NEW $113.78 -6.7%
1682 DFSV DIMENSIONAL ETF TRUST 1,327.0 $44K 0.00% NEW $32.89 +16.2%
1683 WAL WESTERN ALLIANCE BANCORP Financial Services 518.0 $44K 0.00% NEW $84.07 -6.3%
1684 CHH CHOICE HOTELS INTL INC Consumer Cyclical 453.0 $43K 0.00% NEW $95.26 +15.3%
1685 FXN FIRST TR EXCHANGE TRADED FD 2,616.0 $43K 0.00% NEW $16.47 +24.8%
1686 EELV INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 1,571.0 $43K 0.00% NEW $27.43 +2.8%
1687 HOMB HOME BANCSHARES INC Financial Services 1,548.0 $43K 0.00% NEW $27.77 +0.0%
1688 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 1,479.0 $43K 0.00% NEW $29.04 -8.2%
1689 ECG EVERUS CONSTR GROUP Industrials 501.0 $43K 0.00% NEW $85.56 +92.5%
1690 BWA BORGWARNER INC Consumer Cyclical 950.0 $43K 0.00% NEW $45.05 +60.6%
1691 LII LENNOX INTL INC Industrials 88.0 $43K 0.00% NEW $485.58 +10.4%
1692 JBLU JETBLUE AWYS CORP Industrials 9,346.0 $43K 0.00% NEW $4.55 +20.7%
1693 IXG ISHARES TR 352.0 $43K 0.00% NEW $120.79 +3.8%
1694 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 521.0 $42K 0.00% NEW $81.50 +15.8%
1695 NEW GOLD INC COM NPV ISIN #CA6445351068 SEDOL #2826947 4,870.0 $42K 0.00% NEW $8.71
1696 BUYZ FRANKLIN TEMPLETON ETF TR DISRPTVE COM ETF 1,055.0 $42K 0.00% NEW $40.13 -17.2%
1697 JHG JANUS HENDERSON GROUP PLC Financial Services 889.0 $42K 0.00% NEW $47.60 +9.1%
1698 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 719.0 $42K 0.00% NEW $58.76 -30.1%
1699 TPL TEXAS PACIFIC LAND CORPORATI Energy 147.0 $42K 0.00% NEW $287.26 +25.7%
1700 BBUC BROOKFIELD BUSINESS CORP Financial Services 1,177.0 $42K 0.00% NEW $35.87 -8.2%
Page 85 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%