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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 112 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 4,179.0 $90K 0.00% +4K +2667.6% $21.45 +23.3%
2222 CRGY CRESCENT ENERGY COMPANY Energy 9,122.0 $90K 0.00% +6K +236.2% $9.82 +39.0%
2223 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,575.0 $89K 0.00% +832.0 +112.0% $56.81 +18.9%
2224 LNTH LANTHEUS HLDGS INC Healthcare 806.0 $89K 0.00% +684.0 +560.7% $110.94 -9.4%
2225 ESRT EMPIRE ST RLTY TR INC Real Estate 16,491.0 $89K 0.00% +14K +646.5% $5.41 -14.2%
2226 HOPE HOPE BANCORP INC Financial Services 6,515.0 $89K 0.00% +5K +314.7% $13.68 +1.8%
2227 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 5,241.0 $89K 0.00% +579.0 +12.4% $16.95 -18.5%
2228 CNX CNX RES CORP Energy 2,608.0 $88K 0.00% +1K +105.5% $33.93 +6.4%
2229 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 1,921.0 $88K 0.00% +2K +693.8% $46.04 -0.6%
2230 ARKO ARKO CORP Consumer Cyclical 11,012.0 $88K 0.00% +10K +1500.6% $8.03 -44.5%
2231 SIBN SI BONE INC Healthcare 5,409.0 $88K 0.00% +5K +5716.1% $16.32 +17.6%
2232 UIS UNISYS CORP Technology 24,040.0 $88K 0.00% +24K +10000.0% $3.66 -25.7%
2233 ABR ARBOR REALTY TRUST INC Real Estate 16,196.0 $88K 0.00% +16K +10000.0% $5.42 -7.2%
2234 VPG VISHAY PRECISION GROUP INC Technology 584.0 $88K 0.00% +264.0 +82.5% $149.91 -55.8%
2235 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 1,017.0 $87K 0.00% +853.0 +520.1% $85.99 -14.0%
2236 PUBM PUBMATIC INC Technology 6,639.0 $87K 0.00% +7K +7710.6% $13.12 +24.6%
2237 ONDS ONDAS INC Technology 10,550.0 $87K 0.00% +4K +59.6% $8.24 +6.2%
2238 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 6,739.0 $87K 0.00% +6K +1716.4% $12.89 -4.0%
2239 NTLA INTELLIA THERAPEUTICS INC Healthcare 5,086.0 $86K 0.00% +5K +828.1% $16.92 -22.5%
2240 TFII TFI INTERNATIONAL INC Industrials 598.0 $86K 0.00% +571.0 +2114.8% $143.57 -5.1%
Page 112 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%