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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 186 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 FIGS FIGS INC CL A Consumer Cyclical 20.0 $227.0 NEW $11.35 +10.5%
3702 MNKD MANNKIND CORP COM NEW Healthcare 40.0 $227.0 NEW $5.67 -40.4%
3703 TIDAL TRUST II 6.0 $226.0 NEW $37.67
3704 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 26.0 $221.0 NEW $8.50 +16.6%
3705 BEKE KE HLDGS INC SPONSORED ADS Real Estate 14.0 $221.0 NEW $15.79 +3.9%
3706 CTS CTS CORP Technology 5.0 $214.0 NEW $42.80 +45.6%
3707 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 11.0 $214.0 NEW $19.45 +39.1%
3708 TRS TRIMAS CORP COM NEW Consumer Cyclical 6.0 $213.0 NEW $35.50 +13.0%
3709 APPN APPIAN CORP CL A Technology 6.0 $213.0 NEW $35.50 -39.8%
3710 AEVA AEVA TECHNOLOGIES INC COM NEW Consumer Cyclical 16.0 $212.0 NEW $13.25 +91.1%
3711 FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 6.0 $212.0 NEW $35.33 +6.9%
3712 NVDU DIREXION SHS ETF TR 2.0 $212.0 NEW $106.00 +34.3%
3713 SPOK SPOK HOLDINGS INC Healthcare 16.0 $211.0 NEW $13.19 -16.9%
3714 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 1.0 $208.0 NEW $208.00 -14.3%
3715 WLDN WILLDAN GROUP INC Industrials 2.0 $207.0 NEW $103.50 -9.6%
3716 PLPC PREFORMED LINE PRODUCTS CO Industrials 1.0 $207.0 NEW $207.00 +72.9%
3717 BCYC BICYCLE THERAPEUTICS PLC SPONSORED ADS Healthcare 29.0 $205.0 NEW $7.07 -35.6%
3718 GTIM GOOD TIMES RESTAURANTS INC Consumer Cyclical 167.0 $203.0 NEW $1.22 +5.3%
3719 TBBK BANCORP INC Financial Services 3.0 $203.0 NEW $67.67 -18.2%
3720 OKEANIS ECO TANKERS CORP USD0.001 6.0 $203.0 NEW $33.83
Page 186 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%