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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 177 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 CRDF CARDIFF ONCOLOGY INC COM Healthcare 304.0 $854.0 NEW $2.81 -36.6%
3522 SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 34.0 $853.0 NEW $25.09 -2.1%
3523 PACK RANPAK HOLDINGS CORP Consumer Cyclical 157.0 $850.0 NEW $5.41 +16.0%
3524 SMP STANDARD MTR PRODS INC Consumer Cyclical 23.0 $848.0 NEW $36.87 +2.8%
3525 UTMD UTAH MED PRODS INC Healthcare 15.0 $840.0 NEW $56.00 +15.2%
3526 MCW MISTER CAR WASH INC Consumer Cyclical 151.0 $840.0 NEW $5.56 +27.6%
3527 NRIX NURIX THERAPEUTICS INC Healthcare 44.0 $836.0 NEW $19.00 -7.9%
3528 PAYSAFE LIMITED 102.0 $826.0 NEW $8.10
3529 TENB TENABLE HLDGS INC COM Technology 35.0 $824.0 NEW $23.54 +8.1%
3530 KGS KODIAK GAS SVCS INC Energy 22.0 $823.0 NEW $37.41 +97.0%
3531 ERII ENERGY RECOVERY INC Industrials 60.0 $809.0 NEW $13.48 -34.4%
3532 AAPW ROUNDHILL ETF TRUST AAPL WEEKLYPAY ETF 20.0 $809.0 NEW $40.45 +3.1%
3533 MAGN MAGNERA CORP COM SHS Industrials 53.0 $802.0 NEW $15.13 -30.9%
3534 PSTL POSTAL REALTY TRUST INC Real Estate 49.0 $791.0 NEW $16.14 +46.8%
3535 DYNAVAX TECHNOLOGIES CORP 51.0 $784.0 NEW $15.37
3536 FLL FULL HSE RESORTS INC COM Consumer Cyclical 300.0 $783.0 NEW $2.61 +1.9%
3537 ZEVRA THERAPEUTICS INC 87.0 $780.0 NEW $8.97
3538 CHURCHILL CAP CORP X 50.0 $780.0 NEW $15.60
3539 DCO DUCOMMUN INC DEL Industrials 8.0 $761.0 NEW $95.12 +51.8%
3540 BHM BLUEROCK HOMES TRUST INC Real Estate 71.0 $758.0 NEW $10.68 -0.5%
Page 177 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%