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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 139 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 FSLY FASTLY INC Technology 576.0 $6K NEW $10.18 +68.0%
2762 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 102.0 $6K NEW $57.45 +10.3%
2763 FFIN FIRST FINL BANKSHARES INC Financial Services 196.0 $6K NEW $29.87 +8.5%
2764 HNI HNI CORP Industrials 139.0 $6K NEW $42.04 -25.3%
2765 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 149.0 $6K NEW $39.21 +6.7%
2766 PSC PRINCIPAL U.S. SMALL-CAP ETF 101.0 $6K NEW $57.73 +14.2%
2767 IMKTA INGLES MKTS INC Consumer Defensive 85.0 $6K NEW $68.55 +29.1%
2768 PTA COHEN & STEERS TAX ADVAN PFD S COM Financial Services 300.0 $6K NEW $19.31 +1.4%
2769 OI O-I GLASS INC Consumer Cyclical 392.0 $6K NEW $14.76 -38.2%
2770 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 110.0 $6K NEW $52.53 +27.7%
2771 JAMES RIV GROUP HOLDINGS INC 907.0 $6K NEW $6.36
2772 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 207.0 $6K NEW $27.85 +53.2%
2773 TRIPLE FLAG PRECIOUS METAL 173.0 $6K NEW $33.22
2774 TEGNA INC 296.0 $6K NEW $19.41
2775 WU WESTERN UN CO Financial Services 235.0 $6K NEW $24.37 -66.6%
2776 UVE UNIVERSAL INS HLDGS INC Financial Services 169.0 $6K NEW $33.80 +12.1%
2777 ABM ABM INDS INC Industrials 135.0 $6K NEW $42.30 -5.0%
2778 SN SHARKNINJA INC Consumer Cyclical 51.0 $6K NEW $111.92 +7.5%
2779 COWG PACER FDS TR 162.0 $6K NEW $35.22 +9.8%
2780 INDB INDEPENDENT BK CORP MASS Financial Services 78.0 $6K NEW $73.08 +6.8%
Page 139 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%