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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 192 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 BKV BKV CORP COM Energy 4.0 $109.0 NEW $27.25 +3.8%
3822 FBIZ FIRST BUSINESS FINL SVCS INC W COM Financial Services 2.0 $109.0 NEW $54.50 +4.7%
3823 SDGR SCHRODINGER INC COM Healthcare 6.0 $107.0 NEW $17.83 -25.4%
3824 HELP CYBIN INC COM NPV(POST REV SPLIT) Healthcare 13.0 $106.0 NEW $8.15 -42.6%
3825 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 4.0 $105.0 NEW $26.25 +6.1%
3826 PAGAYA TECHNOLOGIES LTD CL A NEW 5.0 $105.0 NEW $21.00
3827 KYTX KYVERNA THERAPEUTICS INC COM Healthcare 11.0 $103.0 NEW $9.36 -7.4%
3828 GOLD GOLD COM INC COM Financial Services 3.0 $102.0 NEW $34.00 +27.6%
3829 HTH HILLTOP HOLDINGS INC Financial Services 3.0 $102.0 NEW $34.00 +9.5%
3830 PHAT PHATHOM PHARMACEUTICALS INC COM Healthcare 6.0 $100.0 NEW $16.67 -32.0%
3831 MTEX MANNATECH INC Consumer Defensive 12.0 $99.0 NEW $8.25 -47.0%
3832 IPSC CENTURY THERAPEUTICS INC COM Healthcare 99.0 $98.0 NEW $0.99 +128.3%
3833 CRBU CARIBOU BIOSCIENCES INC COM Healthcare 61.0 $97.0 NEW $1.59 +32.1%
3834 CMPX COMPASS THERAPEUTICS INC COM Healthcare 18.0 $97.0 NEW $5.39 -61.6%
3835 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 1.0 $96.0 NEW $96.00 +21.7%
3836 ANNX ANNEXON INC COM Healthcare 19.0 $95.0 NEW $5.00 +6.2%
3837 MDXG MIMEDX GROUP INC COM USD0.001 Healthcare 14.0 $95.0 NEW $6.79 -46.7%
3838 LXFR LUXFER HOLDINGS PLC ORD GBP0.50 Industrials 7.0 $95.0 NEW $13.57 +19.6%
3839 ENTA ENANTA PHARMACEUTICALS INC Healthcare 6.0 $95.0 NEW $15.83 -11.9%
3840 AQUABOUNTY TECHNOLOGIES INC 102.0 $95.0 NEW $0.93
Page 192 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%