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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 113 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 SXC SUNCOKE ENERGY INC Energy 10,625.0 $86K 0.00% +9K +716.0% $8.05 +27.7%
2242 KSS KOHLS CORP Consumer Cyclical 4,808.0 $85K 0.00% +3K +252.8% $17.72 +2.4%
2243 BLND BLEND LABS INC Technology 49,679.0 $85K 0.00% +50K +10000.0% $1.71 -9.9%
2244 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 2,420.0 $85K 0.00% +2K +343.2% $35.09 +0.4%
2245 NOG NORTHERN OIL & GAS INC Energy 4,676.0 $85K 0.00% +4K +709.0% $18.15 +43.7%
2246 FORR FORRESTER RESH INC Industrials 10,079.0 $85K 0.00% +9K +541.2% $8.41 +45.2%
2247 SVC SERVICE PPTYS TR Real Estate 49,835.0 $84K 0.00% +49K +10000.0% $1.69 +352.1%
2248 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 656.0 $84K 0.00% +342.0 +108.9% $127.82 -5.9%
2249 SMA SMARTSTOP SELF STORAG REIT I Real Estate 2,579.0 $84K 0.00% +2K +194.7% $32.50 +2.7%
2250 RECS COLUMBIA ETF TR I 1,935.0 $84K 0.00% +1K +110.3% $43.28 +5.3%
2251 TDS TELEPHONE & DATA SYS INC Communication Services 2,257.0 $84K 0.00% +1K +86.5% $37.01 -10.4%
2252 JBI JANUS INTERNATIONAL GROUP IN Industrials 15,047.0 $84K 0.00% +15K +10000.0% $5.55 -10.8%
2253 SBCF SEACOAST BKG CORP FLA Financial Services 2,497.0 $83K 0.00% +2K +4995.9% $33.25 +3.2%
2254 GTLS CHART INDS INC Industrials 397.0 $83K 0.00% +209.0 +111.2% $208.94 +0.5%
2255 BRC BRADY CORP Industrials 905.0 $83K 0.00% +757.0 +511.5% $91.57 +2.1%
2256 POWI POWER INTEGRATIONS INC Technology 990.0 $83K 0.00% +378.0 +61.8% $83.70 -33.9%
2257 COHU COHU INC Technology 1,120.0 $83K 0.00% +1K +976.9% $73.91 -30.1%
2258 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1,133.0 $83K 0.00% +951.0 +522.5% $72.99 +5.0%
2259 SLP SIMULATIONS PLUS INC Healthcare 4,506.0 $83K 0.00% +4K +567.6% $18.31 +0.6%
2260 BANR BANNER CORP Financial Services 1,238.0 $82K 0.00% +1K +465.3% $66.44 +5.6%
Page 113 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%