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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 167 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 PFS PROVIDENT FINL SVCS INC Financial Services 85.0 $2K NEW $19.82 +13.1%
3322 KRNY KEARNY FINL CORP MD Financial Services 227.0 $2K NEW $7.41 +12.0%
3323 VTSI VIRTRA INC COM PAR Industrials 400.0 $2K NEW $4.20 -17.4%
3324 THR THERMON GROUP HLDGS INC Industrials 45.0 $2K NEW $37.18 +91.6%
3325 UGE PROSHARES TR 100.0 $2K NEW $16.72 +13.8%
3326 THRY THRYV HLDGS INC Communication Services 276.0 $2K NEW $6.05 -39.8%
3327 IEP ICAHN ENTERPRISES LP Industrials 221.0 $2K NEW $7.55 -0.0%
3328 MREO MEREO BIOPHARMA GROUP PLC Healthcare 4,000.0 $2K NEW $0.42 -19.9%
3329 CMPS COMPASS PATHWAYS PLC Healthcare 240.0 $2K NEW $6.90 +77.2%
3330 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 34.0 $2K NEW $48.68 +0.8%
3331 SUNS SUNRISE RLTY TR INC Real Estate 175.0 $2K NEW $9.43 -9.9%
3332 NEWT NEWTEKONE INC Financial Services 145.0 $2K NEW $11.35 +22.1%
3333 SMMT SUMMIT THERAPEUTICS INC Healthcare 94.0 $2K NEW $17.49 -2.8%
3334 SNDL INC 989.0 $2K NEW $1.66
3335 STGW STAGWELL INC Communication Services 335.0 $2K NEW $4.89 +35.1%
3336 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 15.0 $2K NEW $108.80 -6.1%
3337 TTGT TECHTARGET INC Communication Services 302.0 $2K NEW $5.40 -12.6%
3338 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 110.0 $2K NEW $14.83 -7.6%
3339 SFL SFL CORPORATION LTD Industrials 208.0 $2K NEW $7.81 +54.5%
3340 SHOO MADDEN STEVEN LTD Consumer Cyclical 39.0 $2K NEW $41.64 +2.7%
Page 167 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%