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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 137 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 FBK FB FINL CORP COM Financial Services 114.0 $6K NEW $55.80 -5.7%
2722 AQN ALGONQUIN PWR UTILS CORP Utilities 1,032.0 $6K NEW $6.16 -3.1%
2723 IPI INTREPID POTASH INC Basic Materials 229.0 $6K NEW $27.73 +41.4%
2724 GUNR FLEXSHARES TR 137.0 $6K NEW $45.85 +18.2%
2725 WRBY WARBY PARKER INC Healthcare 288.0 $6K NEW $21.79 +16.7%
2726 REX REX AMERICAN RES CORP Basic Materials 194.0 $6K NEW $32.32 +42.5%
2727 TRN TRINITY INDS INC Industrials 237.0 $6K NEW $26.44 +21.4%
2728 DIEBOLD NIXDORF INC 92.0 $6K NEW $67.89
2729 CALL (NVDA) NVIDIA CORPORATION FEB 20 26 $220 (100 SHS) 40.0 $6K NEW $156.00
2730 ARCB ARCBEST CORP Industrials 84.0 $6K NEW $74.20 +82.0%
2731 CCS CENTURY CMNTYS INC Consumer Cyclical 105.0 $6K NEW $59.35 -9.6%
2732 VCEL VERICEL CORP Healthcare 173.0 $6K NEW $36.01 -5.3%
2733 IESC IES HLDGS INC Industrials 16.0 $6K NEW $389.06 +77.4%
2734 INN SUMMIT HOTEL PPTYS INC Real Estate 1,277.0 $6K NEW $4.87 +18.6%
2735 ALG ALAMO GROUP INC Industrials 37.0 $6K NEW $167.89 -8.8%
2736 NPO ENPRO INC Industrials 29.0 $6K NEW $214.17 +46.9%
2737 BGS B & G FOODS INC NEW Consumer Defensive 1,441.0 $6K NEW $4.30 -4.5%
2738 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 264.0 $6K NEW $23.39 +24.2%
2739 BANF BANCFIRST CORP Financial Services 58.0 $6K NEW $106.02 +4.1%
2740 ENPH ENPHASE ENERGY INC Energy 200.0 $6K NEW $30.72 +128.1%
Page 137 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%