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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 142 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 FMNB FARMERS NATIONAL BANC CORP Financial Services 394.0 $5K NEW $13.32 +6.5%
2822 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 163.0 $5K NEW $32.15 -3.4%
2823 GLOB GLOBANT S A Technology 80.0 $5K NEW $65.38 -40.6%
2824 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 886.0 $5K NEW $5.89 +54.5%
2825 JIVE JPMORGAN INTERNATIONAL VALUE ETF 65.0 $5K NEW $80.28 +15.4%
2826 FBL GRANITESHARES ETF TR 2X LONG META DAI 160.0 $5K NEW $32.51 -16.0%
2827 MBWM MERCANTILE BK CORP Financial Services 108.0 $5K NEW $48.10 +9.0%
2828 ADEA ADEIA INC Technology 301.0 $5K NEW $17.25 +63.7%
2829 DIGITALBRIDGE GROUP INC 338.0 $5K NEW $15.34
2830 DAN DANA INC Consumer Cyclical 218.0 $5K NEW $23.76 +51.7%
2831 FLHY FRANKLIN TEMPLETON ETF TR 212.0 $5K NEW $24.42 -0.4%
2832 ROIV ROIVANT SCIENCES LTD Healthcare 238.0 $5K NEW $21.70 +36.3%
2833 VELO3D INC 375.0 $5K NEW $13.74
2834 KFY KORN FERRY Industrials 78.0 $5K NEW $66.03 +3.9%
2835 NBTB NBT BANCORP INC Financial Services 124.0 $5K NEW $41.52 +11.0%
2836 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 95.0 $5K NEW $53.94 +33.7%
2837 HIFS HINGHAM INSTN SVGS MASS Financial Services 18.0 $5K NEW $284.00 -0.0%
2838 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 572.0 $5K NEW $8.94 +21.8%
2839 ASTRANA HEALTH INC 206.0 $5K NEW $24.81
2840 ARKO ARKO CORP Consumer Cyclical 1,125.0 $5K NEW $4.54 +70.5%
Page 142 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%