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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 163 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 IRTC IRHYTHM HOLDINGS INC COM Healthcare 12.0 $2K NEW $177.42 -35.5%
3242 BSRR SIERRA BANCORP Financial Services 65.0 $2K NEW $32.69 +17.6%
3243 ACADIAN ASSET MANAGEMENT INC 45.0 $2K NEW $47.00
3244 ELVN ENLIVEN THERAPEUTICS INC Healthcare 137.0 $2K NEW $15.41 +176.0%
3245 LPTH LIGHTPATH TECHNOLOGIES INC Technology 193.0 $2K NEW $10.80 +50.3%
3246 BEAM BEAM THERAPEUTICS INC Healthcare 75.0 $2K NEW $27.72 +7.5%
3247 FTDR FRONTDOOR INC Consumer Cyclical 36.0 $2K NEW $57.69 +8.1%
3248 PLTK PLAYTIKA HLDG CORP Technology 524.0 $2K NEW $3.95 -14.1%
3249 RBBN RIBBON COMMUNICATIONS INC Communication Services 718.0 $2K NEW $2.88 -1.7%
3250 IOT SAMSARA INC Technology 58.0 $2K NEW $35.47 -12.1%
3251 FULC FULCRUM THERAPEUTICS INC Healthcare 181.0 $2K NEW $11.31 -40.3%
3252 NTST NETSTREIT CORP Real Estate 116.0 $2K NEW $17.64 +15.4%
3253 CMCL CALEDONIA MNG CORP PLC Basic Materials 78.0 $2K NEW $26.18 -9.7%
3254 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 79.0 $2K NEW $25.82 -35.7%
3255 DV DOUBLEVERIFY HLDGS INC Technology 178.0 $2K NEW $11.44 -15.4%
3256 IHE ISHARES TR U.S. PHARMA ETF 24.0 $2K NEW $84.83 +7.5%
3257 EOLS EVOLUS INC Healthcare 305.0 $2K NEW $6.65 -6.0%
3258 LPX LOUISIANA PAC CORP Basic Materials 25.0 $2K NEW $80.80 -9.0%
3259 XOVR ENTREPRENEURSHARES SERIES TR 100.0 $2K NEW $20.14 -2.4%
3260 GCI LIBERTY INC 54.0 $2K NEW $37.22
Page 163 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%