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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 146 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 BOX BOX INC Technology 154.0 $5K NEW $29.91 -17.5%
2902 OCUL OCULAR THERAPEUTIX INC Healthcare 378.0 $5K NEW $12.14 -29.7%
2903 GCO GENESCO INC Consumer Cyclical 185.0 $5K NEW $24.77 +50.1%
2904 ASH ASHLAND INC Basic Materials 78.0 $5K NEW $58.68 -2.3%
2905 CGCV CAPITAL GROUP CONSERVATIVE E 150.0 $5K NEW $30.49 +5.5%
2906 ASB ASSOCIATED BANC-CORP Financial Services 177.0 $5K NEW $25.76 +9.0%
2907 RES RPC INC Energy 837.0 $5K NEW $5.44 +23.7%
2908 HLIO HELIOS TECHNOLOGIES INC Industrials 85.0 $5K NEW $53.49 +54.2%
2909 SINCLAIR INC 297.0 $5K NEW $15.30
2910 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 119.0 $5K NEW $38.04 +10.5%
2911 CRMT AMERICAS CAR-MART INC Consumer Cyclical 179.0 $5K NEW $25.26 -51.3%
2912 MGRC MCGRATH RENTCORP COM Industrials 43.0 $5K NEW $104.93 +6.4%
2913 BCBP BCB BANCORP INC Financial Services 558.0 $5K NEW $8.07 +27.4%
2914 ASHR DBX ETF TR 137.0 $5K NEW $32.85 +9.3%
2915 RPD RAPID7 INC COM Technology 296.0 $4K NEW $15.20 -53.7%
2916 MARA MARA HOLDINGS INC Financial Services 501.0 $4K NEW $8.98 +59.6%
2917 FXA INVESCO CURRENCYSHARES AUSTR Financial Services 68.0 $4K NEW $66.10 +7.1%
2918 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 400.0 $4K NEW $11.21 +38.6%
2919 EFSC ENTERPRISE FINL SVCS CORP Financial Services 83.0 $4K NEW $54.00 +12.2%
2920 QIAGEN NV ORD SHARES 99.0 $4K NEW $45.23
Page 146 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%