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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 171 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 HCM HUTCHMED CHINA LTD Healthcare 103.0 $1K NEW $13.33 -11.9%
3402 BBNX BETA BIONICS INC Healthcare 45.0 $1K NEW $30.47 -61.5%
3403 DRS LEONARDO DRS INC Industrials 40.0 $1K NEW $34.10 +34.3%
3404 GEF GREIF INC Consumer Cyclical 20.0 $1K NEW $67.75 -5.0%
3405 ECVT ECOVYST INC Basic Materials 139.0 $1K NEW $9.73 +44.4%
3406 CVI CVR ENERGY INC Energy 53.0 $1K NEW $25.45 +24.4%
3407 ICHR ICHOR HOLDINGS SHS Technology 73.0 $1K NEW $18.42 +294.7%
3408 PKE PARK AEROSPACE CORP Industrials 63.0 $1K NEW $21.35 +70.5%
3409 SKY QUARRY INC COM 11,000.0 $1K NEW $0.12
3410 MCS MARCUS CORP DEL Communication Services 86.0 $1K NEW $15.52 +19.8%
3411 CYRX CRYOPORT INC Industrials 139.0 $1K NEW $9.60 +45.5%
3412 GOOS CANADA GOOSE HLDGS INC SHS SUB VTG Consumer Cyclical 103.0 $1K NEW $12.95 -25.4%
3413 BOOM DMC GLOBAL INC Energy 199.0 $1K NEW $6.69 +8.0%
3414 SPT SPROUT SOCIAL INC Technology 118.0 $1K NEW $11.27 -39.3%
3415 IYR ISHARES US REAL ESTATE ETF 14.0 $1K NEW $93.86 +9.9%
3416 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 80.0 $1K NEW $16.43 +6.9%
3417 PLUG PLUG POWER INC Industrials 666.0 $1K NEW $1.97 +94.8%
3418 MYRG MYR GRP INC COM USD0.01 Industrials 6.0 $1K NEW $218.50 +112.5%
3419 TLRY TILRAY BRANDS INC Healthcare 145.0 $1K NEW $9.03 -39.7%
3420 VIAV VIAVI SOLUTIONS INC Technology 11,616.0 $1K NEW $0.11 +47889.6%
Page 171 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%