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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $15.1B AUM 5,207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1528 New 3279 Added 216 Reduced 88 Exited
Page 104 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 RPD RAPID7 INC Technology 15,422.0 $125K 0.00% +14K +789.4% $8.10 +64.1%
2062 BUSE FIRST BUSEY CORP Financial Services 4,234.0 $125K 0.00% +4K +1781.8% $29.50 +2.7%
2063 RDW REDWIRE CORPORATION Industrials 10,190.0 $125K 0.00% +9K +1327.2% $12.23 -11.1%
2064 ZIP ZIPRECRUITER INC Industrials 33,198.0 $124K 0.00% +31K +1529.8% $3.75 +17.9%
2065 OEC ORION S.A. Basic Materials 18,673.0 $124K 0.00% +17K +1231.9% $6.63 -4.4%
2066 OPLN OPENLANE INC Consumer Cyclical 3,001.0 $124K 0.00% +3K +10000.0% $41.24 -14.9%
2067 AMSF AMERISAFE INC Financial Services 3,651.0 $124K 0.00% +4K +6088.1% $33.83 -22.4%
2068 CBZ CBIZ INC Industrials 3,849.0 $123K 0.00% +3K +809.9% $32.08 +69.9%
2069 GNTX GENTEX CORP Consumer Cyclical 4,874.0 $123K 0.00% +4K +497.3% $25.27 -10.3%
2070 TRN TRINITY INDS INC Industrials 3,551.0 $123K 0.00% +3K +1287.1% $34.58 -15.4%
2071 ATRC ATRICURE INC Healthcare 4,388.0 $123K 0.00% +4K +8855.1% $27.98 +73.5%
2072 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 4,687.0 $122K 0.00% +5K +6792.6% $26.08 +29.8%
2073 RGP RESOURCES CONNECTION INC Industrials 28,749.0 $122K 0.00% +29K +10000.0% $4.25 -0.0%
2074 ULS UL SOLUTIONS INC Industrials 1,193.0 $122K 0.00% +899.0 +305.8% $101.86 -26.9%
2075 TREE LENDINGTREE INC Financial Services 2,732.0 $121K 0.00% +3K +1674.0% $44.29 -34.6%
2076 VCRB VANGUARD MALVERN FDS 1,564.0 $121K 0.00% +808.0 +106.9% $77.23 -1.5%
2077 UPBOUND GROUP INC 5,690.0 $121K 0.00% +6K +10000.0% $21.22
2078 INBK FIRST INTERNET BANCORP Financial Services 4,334.0 $120K 0.00% +3K +289.4% $27.80 +0.8%
2079 MMI MARCUS & MILLICHAP INC Real Estate 3,853.0 $120K 0.00% +4K +10000.0% $31.17 +4.3%
2080 FATE FATE THERAPEUTICS INC Healthcare 44,322.0 $120K 0.00% +44K +5693.7% $2.70 -10.0%
Page 104 of 164  ·  3,279 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
Technology 25.1%
Financial Services 22.7%
Industrials 12.8%
Healthcare 8.8%
Energy 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Communication Services 4.2%
Utilities 2.8%
Real Estate 2.2%