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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 181 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3601 LEMB ISHARES INC 13.0 $541.0 NEW $41.62 +0.2%
3602 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 140.0 $537.0 NEW $3.84 +20.4%
3603 UAA UNDER ARMOUR INC Consumer Cyclical 108.0 $537.0 NEW $4.97 +10.6%
3604 AMC ENTMT HLDGS INC CL A NEW 343.0 $535.0 NEW $1.56
3605 TXO PARTNERS LP 50.0 $534.0 NEW $10.68
3606 CALX CALIX INC Technology 10.0 $529.0 NEW $52.90 -25.8%
3607 HDSN HUDSON TECHNOLOGIES INC Basic Materials 77.0 $528.0 NEW $6.86 -26.2%
3608 PAX PATRIA INVESTMENTS LIMITED Financial Services 33.0 $525.0 NEW $15.91 -30.7%
3609 TWO HBRS INVT CORP 50.0 $525.0 NEW $10.50
3610 CORZ CORE SCIENTIFIC INC NEW COM Technology 36.0 $524.0 NEW $14.56 +73.5%
3611 LZB LA Z BOY INC Consumer Cyclical 14.0 $522.0 NEW $37.29 -1.7%
3612 BNL BROADSTONE NET LEASE INC COM Real Estate 30.0 $521.0 NEW $17.37 +17.5%
3613 IINN INSPIRA TECHNOLOGIES OXY BHN Healthcare 573.0 $516.0 NEW $0.90 -57.8%
3614 WAFD WAFD INC COM Financial Services 16.0 $512.0 NEW $32.00 +10.1%
3615 EYPT EYEPOINT INC COMMON STOCK Healthcare 28.0 $512.0 NEW $18.29 -29.3%
3616 CFFI C & F FINL CORP Financial Services 7.0 $509.0 NEW $72.71 -0.7%
3617 CSLM DIGITA ASSET ACQ CORP III WT EXP 082832 1,450.0 $508.0 NEW $0.35
3618 STARZ ENTERTAINMENT CORP. 43.0 $504.0 NEW $11.72
3619 SKYW SKYWEST INC Industrials 5.0 $502.0 NEW $100.40 -15.5%
3620 CDLR CADELER A S SPON ADR Industrials 27.0 $502.0 NEW $18.59 +43.7%
Page 181 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%