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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 134 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 EMERA INC COM 144.0 $7K NEW $49.33
2662 SMBK SMARTFINANCIAL INC Financial Services 192.0 $7K NEW $36.99 +12.8%
2663 KODK EASTMAN KODAK CO Industrials 832.0 $7K NEW $8.46 +19.0%
2664 CLBK COLUMBIA FINL INC Financial Services 452.0 $7K NEW $15.54 +29.0%
2665 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 54.0 $7K NEW $130.06 -61.4%
2666 IPGP IPG PHOTONICS CORP Technology 98.0 $7K NEW $71.61 +63.9%
2667 MXL MAXLINEAR INC Technology 402.0 $7K NEW $17.43 +460.9%
2668 JACK JACK IN THE BOX INC Consumer Cyclical 369.0 $7K NEW $18.95 -39.0%
2669 MGA MAGNA INTL INC COM Consumer Cyclical 131.0 $7K NEW $53.30 +24.1%
2670 VGLT VANGUARD SCOTTSDALE FDS 125.0 $7K NEW $55.80 -1.8%
2671 BLUE FOUNDRY BANCORP 560.0 $7K NEW $12.43
2672 PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS Financial Services 500.0 $7K NEW $13.84 -6.1%
2673 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 290.0 $7K NEW $23.84 +5.8%
2674 HBM HUDBAY MINERALS INC COM Basic Materials 348.0 $7K NEW $19.85 +42.2%
2675 ARMK ARAMARK Industrials 187.0 $7K NEW $36.94 +44.4%
2676 MSBI MIDLAND STATES BANCORP INC Financial Services 326.0 $7K NEW $21.17 +31.1%
2677 CERS CERUS CORP Healthcare 3,350.0 $7K NEW $2.06 +41.7%
2678 ENS ENERSYS Industrials 47.0 $7K NEW $146.77 +55.6%
2679 REV GROUP INC COM 113.0 $7K NEW $60.90
2680 KTB KONTOOR BRANDS INC Consumer Cyclical 112.0 $7K NEW $61.09 +20.7%
Page 134 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%