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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 184 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 FFBC FIRST FINANCIAL BANCORP Financial Services 14.0 $350.0 NEW $25.00 +22.9%
3662 ACHC ACADIA HEALTHCARE COMPANY INC COM Healthcare 24.0 $341.0 NEW $14.21 +63.1%
3663 SKT TANGER INC COM Real Estate 10.0 $334.0 NEW $33.40 +6.3%
3664 EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR Consumer Defensive 6.0 $330.0 NEW $55.00 -15.6%
3665 URGN UROGEN PHARMA LTD Healthcare 14.0 $328.0 NEW $23.43 +23.3%
3666 COM DIREXION SHS ETF TR 11.0 $326.0 NEW $29.64 +16.1%
3667 KROS KEROS THERAPEUTICS INC COM Healthcare 16.0 $326.0 NEW $20.38 -45.1%
3668 NUVB NUVATION BIO INC COM CL A Healthcare 36.0 $323.0 NEW $8.97 -47.4%
3669 EBND SPDR SERIES TRUST 15.0 $321.0 NEW $21.40 -2.9%
3670 POWL POWELL INDUSTRIES INC Industrials 1.0 $319.0 NEW $319.00 -12.5%
3671 UPWK UPWORK INC COM Industrials 16.0 $317.0 NEW $19.81 -55.6%
3672 ROBT FIRST TR EXCHANGE TRADED FD 6.0 $312.0 NEW $52.00 +7.4%
3673 DAVA ENDAVA PLC ADS Technology 49.0 $310.0 NEW $6.33 -47.4%
3674 PNTG PENNANT GROUP INC COM Healthcare 11.0 $310.0 NEW $28.18 +20.4%
3675 ALEXANDER & BALDWIN INC NEW COM 15.0 $310.0 NEW $20.67
3676 MRTN MARTEN TRANSPORT LTD Industrials 27.0 $307.0 NEW $11.37 +46.8%
3677 STCE SCHWAB STRATEGIC TR 5.0 $306.0 NEW $61.20 +22.2%
3678 SEQUANS COMMUNICATIONS S A 68.0 $306.0 NEW $4.50
3679 WVVI WILLAMETTE VY VINEYARD INC Consumer Defensive 100.0 $305.0 NEW $3.05 -7.2%
3680 SCHY SCHWAB STRATEGIC TR INTERNATIONAL DIVIDEND EQUITY ETF 10.0 $298.0 NEW $29.80 +8.8%
Page 184 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%