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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 148 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 ENVIRI CORP 239.0 $4K NEW $17.92
2942 IAC IAC INC COM NEW Technology 109.0 $4K NEW $39.10 +13.1%
2943 AMPL AMPLITUDE INC Technology 368.0 $4K NEW $11.58 -40.6%
2944 HFWA HERITAGE FINL CORP WASH Financial Services 180.0 $4K NEW $23.65 +14.5%
2945 PCVX VAXCYTE INC Healthcare 92.0 $4K NEW $46.14 +10.6%
2946 CPRX CATALYST PHARMACEUTICALS INC Healthcare 181.0 $4K NEW $23.34 +34.2%
2947 EQX EQUINOX GOLD CORP Basic Materials 300.0 $4K NEW $14.04 -12.9%
2948 GWX SPDR INDEX SHS FDS 103.0 $4K NEW $40.86 +13.9%
2949 IBOTTA INC 185.0 $4K NEW $22.74
2950 CNOB CONNECTONE BANCORP INC Financial Services 160.0 $4K NEW $26.22 +13.8%
2951 AMRC AMERESCO INC Industrials 143.0 $4K NEW $29.29 +22.7%
2952 AI C3 AI INC CL A Technology 309.0 $4K NEW $13.50 -28.9%
2953 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 143.0 $4K NEW $29.00 -13.6%
2954 VIR VIR BIOTECHNOLOGY INC Healthcare 685.0 $4K NEW $6.03 +50.9%
2955 AMRIZE AG USD0.01 ISIN #CH1430134226 SEDOL #BVBMCR2 75.0 $4K NEW $55.08
2956 ROG ROGERS CORP Technology 45.0 $4K NEW $91.58 +59.3%
2957 ARI APOLLO COML REAL EST FIN INC COM Real Estate 425.0 $4K NEW $9.68 +12.9%
2958 AHCO ADAPTHEALTH CORP Healthcare 412.0 $4K NEW $9.96 +4.0%
2959 MATW MATTHEWS INTL CORP Industrials 157.0 $4K NEW $26.13 +4.0%
2960 FLCH FRANKLIN TEMPLETON ETF TR FTSE CHINA 172.0 $4K NEW $23.80 -7.0%
Page 148 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%