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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 154 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 32.0 $3K NEW $102.81 -79.8%
3062 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 166.0 $3K NEW $19.81 +138.9%
3063 FLGT FULGENT GENETICS INC Healthcare 125.0 $3K NEW $26.27 -32.9%
3064 MOMO HELLO GROUP INC SPON ADS EACH REP 2 ORD SHS CL A Communication Services 500.0 $3K NEW $6.55 -8.0%
3065 ATEN A10 NETWORKS INC Technology 185.0 $3K NEW $17.69 +63.0%
3066 DNLI DENALI THERAPEUTICS INC Healthcare 198.0 $3K NEW $16.52 +22.4%
3067 TEX TEREX CORP NEW Industrials 61.0 $3K NEW $53.38 +10.7%
3068 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 53.0 $3K NEW $61.28 -36.3%
3069 ALKS ALKERMES PLC Healthcare 116.0 $3K NEW $27.99 +34.3%
3070 FMBH FIRST MID ILL BANCSHARES INC Financial Services 83.0 $3K NEW $39.00 +13.3%
3071 AROW ARROW FINL CORP Financial Services 103.0 $3K NEW $31.41 +18.1%
3072 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 189.0 $3K NEW $17.11 +4.5%
3073 AIR AAR CORP Industrials 39.0 $3K NEW $82.79 +36.3%
3074 ATKR ATKORE INC Industrials 51.0 $3K NEW $63.25 +31.6%
3075 FWRD FORWARD AIR CORP Industrials 11,670.0 $3K NEW $0.28 +3543.9%
3076 SNBR SLEEP NUMBER CORP Consumer Cyclical 381.0 $3K NEW $8.46 -79.4%
3077 MIST MILESTONE PHARMACEUTICALS INC COM NPV Healthcare 1,591.0 $3K NEW $2.02 -29.5%
3078 SKY CHAMPION HOMES INC Consumer Cyclical 38.0 $3K NEW $84.50 -12.2%
3079 EPC EDGEWELL PERS CARE CO COM Consumer Defensive 188.0 $3K NEW $17.07 +4.3%
3080 QNST QUINSTREET INC Communication Services 223.0 $3K NEW $14.37 -14.4%
Page 154 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%