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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 164 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 HROW HARROW INC Healthcare 41.0 $2K NEW $49.00 -30.3%
3262 IDYA IDEAYA BIOSCIENCES INC Healthcare 58.0 $2K NEW $34.59 -15.1%
3263 INVESCO EXCH TRADED FD TR II 72.0 $2K NEW $27.86
3264 OSG OCTAVE SPECIALTY GROUP INC Financial Services 257.0 $2K NEW $7.78 -28.8%
3265 AMCX AMC NETWORKS INC Communication Services 209.0 $2K NEW $9.53 +0.1%
3266 NECB NORTHEAST CMNTY BANCORP INC Financial Services 88.0 $2K NEW $22.61 +7.2%
3267 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 99.0 $2K NEW $20.05 +17.9%
3268 SPEU SPDR INDEX SHS FDS 38.0 $2K NEW $52.13 +6.9%
3269 ASIX ADVANSIX INC Basic Materials 114.0 $2K NEW $17.31 +30.3%
3270 APOGEE THERAPEUTICS INC 26.0 $2K NEW $75.50
3271 ALX ALEXANDERS INC Real Estate 9.0 $2K NEW $218.00 +15.7%
3272 SOUNDTHINKING INC 243.0 $2K NEW $8.03
3273 ATEX ANTERIX INC Communication Services 89.0 $2K NEW $21.83 +191.9%
3274 NRIM NORTHRIM BANCORP INC Financial Services 73.0 $2K NEW $26.62 -6.0%
3275 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 72.0 $2K NEW $26.89 +9.8%
3276 UDMY UDEMY INC Consumer Defensive 330.0 $2K NEW $5.85 -20.9%
3277 PURSUIT ATTRACTIONS AND HOSPITALITY, INC. COM 57.0 $2K NEW $33.68
3278 STEL STELLAR BANCORP INC Financial Services 62.0 $2K NEW $30.95 +21.8%
3279 CSGS CSG SYS INTL INC Technology 25.0 $2K NEW $76.68 +5.2%
3280 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 443.0 $2K NEW $4.32 -12.5%
Page 164 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%