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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 151 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 SAFEHOLD INC 275.0 $4K NEW $13.69
3002 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 2,012.0 $4K NEW $1.87 -31.0%
3003 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 154.0 $4K NEW $24.31 -24.8%
3004 STBA S & T BANCORP INC Financial Services 95.0 $4K NEW $39.36 +14.2%
3005 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 112.0 $4K NEW $33.38 +2.0%
3006 PDFS PDF SOLUTIONS INC Technology 131.0 $4K NEW $28.53 +66.8%
3007 GHM GRAHAM CORP Industrials 58.0 $4K NEW $64.24 +55.6%
3008 AMSF AMERISAFE INC Financial Services 97.0 $4K NEW $38.41 -19.7%
3009 CARG CARGURUS INC Consumer Cyclical 97.0 $4K NEW $38.36 -24.7%
3010 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 260.0 $4K NEW $14.26 -7.0%
3011 QTTB Q32 BIO INC COM Healthcare 1,111.0 $4K NEW $3.32 +287.0%
3012 UBSI UNITED BANKSHARES INC WEST V Financial Services 96.0 $4K NEW $38.41 +12.8%
3013 WASH WASHINGTON TR BANCORP INC Financial Services 124.0 $4K NEW $29.56 +9.7%
3014 CWEN CLEARWAY ENERGY INC Utilities 110.0 $4K NEW $33.26 +21.5%
3015 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 36.0 $4K NEW $101.58 +0.1%
3016 PRK PARK NATL CORP Financial Services 24.0 $4K NEW $152.21 +11.6%
3017 PRCT PROCEPT BIOROBOTICS CORP Healthcare 115.0 $4K NEW $31.46 -15.9%
3018 YPF YPF SOCIEDAD ANONIM ADR REP 1 CL D ORD Energy 100.0 $4K NEW $36.16 +34.4%
3019 BITX VOLATILITY SHS TR 130.0 $4K NEW $27.75 -37.3%
3020 VESTA REAL ESTATE CORP ADS 118.0 $4K NEW $30.49
Page 151 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%