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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 159 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3161 CLSK CLEANSPARK INC Technology 259.0 $3K NEW $10.12 +69.3%
3162 THRM GENTHERM INC Consumer Cyclical 72.0 $3K NEW $36.38 -7.2%
3163 ARQ INC 800.0 $3K NEW $3.27
3164 IDT IDT CORP Communication Services 51.0 $3K NEW $51.22 +1.8%
3165 TBCH TURTLE BEACH CORP Technology 11,735.0 $3K NEW $0.22 +5650.6%
3166 AAXJ ISHARES TR 28.0 $3K NEW $93.14 +27.2%
3167 FSBW FS BANCORP INC Financial Services 63.0 $3K NEW $41.17 -1.3%
3168 IMVT IMMUNOVANT INC Healthcare 102.0 $3K NEW $25.42 +33.1%
3169 TRVI TREVI THERAPEUTICS INC Healthcare 206.0 $3K NEW $12.52 +14.8%
3170 MLKN MILLERKNOLL INC Consumer Cyclical 141.0 $3K NEW $18.28 -13.5%
3171 MOV MOVADO GROUP INC Consumer Cyclical 125.0 $3K NEW $20.62 +44.6%
3172 MEI METHODE ELECTRS INC Technology 387.0 $3K NEW $6.64 +75.7%
3173 BCO BRINKS CO Industrials 22.0 $3K NEW $116.77 -8.4%
3174 RDNT RADNET INC Healthcare 36.0 $3K NEW $71.36 -24.2%
3175 POTLATCHDELTIC CORPORATION 64.0 $3K NEW $40.00
3176 LXU LSB INDS INC Basic Materials 301.0 $3K NEW $8.50 +57.1%
3177 MPT MEDICAL PPTYS TRUST INC Financial Services 511.0 $3K NEW $5.00 +1.0%
3178 SEG SEAPORT ENTMT GROUP INC Real Estate 129.0 $3K NEW $19.77 +19.9%
3179 CAI CARIS LIFE SCIENCES INC Healthcare 94.0 $3K NEW $26.99 -42.5%
3180 CIM CHIMERA INVT CORP Real Estate 204.0 $3K NEW $12.43 +8.4%
Page 159 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%