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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 86 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 DPZ DOMINOS PIZZA INC Consumer Cyclical 101.0 $42K 0.00% NEW $417.87 -29.0%
1702 SBRA SABRA HEALTH CARE REIT INC Real Estate 2,228.0 $42K 0.00% NEW $18.94 -4.1%
1703 KSS KOHLS CORP Consumer Cyclical 2,063.0 $42K 0.00% NEW $20.41 -11.8%
1704 FXO FIRST TR EXCHANGE TRADED FD 696.0 $42K 0.00% NEW $60.35 +2.4%
1705 XHR XENIA HOTELS & RESORTS INC Real Estate 2,969.0 $42K 0.00% NEW $14.14 +43.6%
1706 LANDBRIDGE COMPANY LLC 855.0 $42K 0.00% NEW $49.01
1707 SSPY EXCHANGE LISTED FDS TR STRATIFIED LARGE 482.0 $42K 0.00% NEW $86.90 +10.5%
1708 INCY INCYTE CORP Healthcare 423.0 $42K 0.00% NEW $98.77 +3.3%
1709 ARM ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS Technology 382.0 $42K 0.00% NEW $109.31 +276.0%
1710 IRT INDEPENDENCE RLTY TR INC Real Estate 2,386.0 $42K 0.00% NEW $17.48 -9.0%
1711 TPLC TIMOTHY PLAN 917.0 $42K 0.00% NEW $45.45 +9.4%
1712 DFAX DIMENSIONAL ETF TRUST 1,267.0 $41K 0.00% NEW $32.73 +16.4%
1713 ALAB ASTERA LABS INC Technology 249.0 $41K 0.00% NEW $166.36 +152.6%
1714 SIMO SILICON MOTION TECHNO ADR REP 4 ORD Technology 446.0 $41K 0.00% NEW $92.70 +258.8%
1715 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 936.0 $41K 0.00% NEW $44.13 +17.6%
1716 GTM ZOOMINFO TECHNOLOGIES INC Technology 4,058.0 $41K 0.00% NEW $10.17 -74.5%
1717 SFM SPROUTS FMRS MKT INC Consumer Defensive 516.0 $41K 0.00% NEW $79.67 +2.5%
1718 TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW Communication Services 7,493.0 $41K 0.00% NEW $5.47 +10.7%
1719 IIF MORGAN STANLEY INDIA INVT FD I COM Financial Services 1,641.0 $41K 0.00% NEW $24.98 -10.3%
1720 BBWI BATH & BODY WORKS INC Consumer Cyclical 2,038.0 $41K 0.00% NEW $20.08 -1.9%
Page 86 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%