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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 133 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 BEONE MEDICINES LTD 24.0 $7K NEW $308.04
2642 PLAB PHOTRONICS INC Technology 231.0 $7K NEW $32.00 +6.3%
2643 HELE HELEN OF TROY LTD Consumer Defensive 347.0 $7K NEW $21.25 +27.6%
2644 ELVR ELEVRA LITHIUM LTD SPONSORED ADS Basic Materials 140.0 $7K NEW $52.57 +68.9%
2645 BBIO BRIDGEBIO PHARMA INC COM Healthcare 96.0 $7K NEW $76.49 -10.5%
2646 BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 Healthcare 123.0 $7K NEW $59.43 -11.3%
2647 SHAK SHAKE SHACK INC Consumer Cyclical 90.0 $7K NEW $81.17 -23.5%
2648 NVR NVR INC COM Consumer Cyclical 1.0 $7K NEW $7293.00 -15.5%
2649 CTBI COMMUNITY TR BANCORP INC Financial Services 129.0 $7K NEW $56.50 +18.0%
2650 KNGZ FIRST TR EXCHANGE TRADED FD 203.0 $7K NEW $35.81 +13.8%
2651 BBD BANCO BRADESCO S A SP ADR PFD NEW Financial Services 2,174.0 $7K NEW $3.33 +5.7%
2652 DGICA DONEGAL GROUP INC Financial Services 362.0 $7K NEW $19.98 -14.6%
2653 QTWO Q2 HLDGS INC Technology 100.0 $7K NEW $72.17 -37.5%
2654 ZLAB ZAI LAB LTD ADR Healthcare 409.0 $7K NEW $17.64 +5.9%
2655 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 460.0 $7K NEW $15.68 +23.7%
2656 NATL NCR ATLEOS CORPORATION Technology 189.0 $7K NEW $38.12 +18.8%
2657 DLB DOLBY LABORATORIES INC COM CL A Technology 112.0 $7K NEW $64.22 -14.0%
2658 KMT KENNAMETAL INC Industrials 11,787.0 $7K NEW $0.61 +5441.2%
2659 LMNR LIMONEIRA CO Consumer Defensive 567.0 $7K NEW $12.63 +1.7%
2660 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 309.0 $7K NEW $23.06 +39.2%
Page 133 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%