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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 48 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 APTIV PLC 3,208.0 $244K 0.01% NEW $76.08
942 ICVT ISHARES TRUST CONVERTIBLE BOND ETF 2,475.0 $244K 0.01% NEW $98.50 +21.2%
943 ROL ROLLINS INC Consumer Cyclical 4,059.0 $244K 0.01% NEW $60.02 -14.4%
944 AVY AVERY DENNISON CORP Industrials 1,339.0 $244K 0.01% NEW $181.88 -11.2%
945 BLOCK INC 3,741.0 $244K 0.01% NEW $65.10
946 M MACYS INC Consumer Cyclical 11,014.0 $243K 0.01% NEW $22.05 -1.6%
947 BHP BHP GROUP LTD Basic Materials 4,016.0 $242K 0.01% NEW $60.38 +43.2%
948 HRL HORMEL FOODS CORP Consumer Defensive 10,231.0 $242K 0.01% NEW $23.70 -11.1%
949 WAB WABTEC Industrials 1,133.0 $242K 0.01% NEW $213.45 +21.1%
950 ALGN ALIGN TECHNOLOGY INC Healthcare 1,545.0 $241K 0.01% NEW $156.15 +6.0%
951 SANA SANA BIOTECHNOLOGY INC COM Healthcare 59,028.0 $240K 0.01% NEW $4.07 -22.5%
952 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,886.0 $239K 0.01% NEW $126.58 +20.3%
953 NEU NEWMARKET CORP Basic Materials 347.0 $239K 0.01% NEW $687.51 +13.0%
954 FYX FIRST TR EXCHANGE-TRADED ALP 2,105.0 $238K 0.01% NEW $113.14 +20.3%
955 CGUS CAPITAL GROUP CORE EQUITY ET 5,919.0 $238K 0.01% NEW $40.23 +9.0%
956 ORI OLD REP INTL CORP Financial Services 5,214.0 $238K 0.01% NEW $45.64 -14.3%
957 QS QUANTUMSCAPE CORP Consumer Cyclical 22,826.0 $238K 0.01% NEW $10.42 -11.9%
958 DFSD DIMENSIONAL ETF TRUST 4,955.0 $238K 0.01% NEW $47.95 -0.3%
959 IGF ISHARES TR 3,858.0 $237K 0.01% NEW $61.36 +9.6%
960 USFD US FOODS HLDG CORP Consumer Defensive 3,142.0 $237K 0.01% NEW $75.32 +8.9%
Page 48 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%