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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 118 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 WT WISDOMTREE INC Financial Services 4,078.0 $69K +2K +115.2% $16.94 +47.8%
2342 ASIX ADVANSIX INC Basic Materials 3,472.0 $69K +3K +696.3% $19.88 -17.7%
2343 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 3,265.0 $69K +2K +264.0% $21.11 -21.1%
2344 GNW GENWORTH FINL INC Financial Services 7,276.0 $69K +4K +114.5% $9.47 +4.9%
2345 FLY FIREFLY AEROSPACE INC Industrials 2,338.0 $69K +2K +10000.0% $29.40 -24.6%
2346 CLENE INC 11,140.0 $69K +11K +1854.4% $6.16
2347 DCOM DIME COML BANCSHARES INC Financial Services 1,686.0 $69K +2K +953.8% $40.65 -0.6%
2348 SFL SFL CORPORATION LTD Industrials 6,709.0 $68K +6K +1753.3% $10.20 +21.1%
2349 NVAX NOVAVAX INC Healthcare 7,261.0 $68K +7K +4049.1% $9.42 -3.9%
2350 INFINITY NAT RES INC 5,380.0 $68K +5K +5877.8% $12.70
2351 UUUU ENERGY FUELS INC Energy 4,712.0 $68K +2K +61.8% $14.50 +8.6%
2352 STGW STAGWELL INC Communication Services 9,177.0 $68K +8K +1005.7% $7.43 +19.5%
2353 RXRX RECURSION PHARMACEUTICALS IN Healthcare 18,444.0 $68K +17K +863.1% $3.67 -6.3%
2354 CVRX CVRX INC Healthcare 13,169.0 $68K +2K +14.8% $5.14 -40.9%
2355 TMP TOMPKINS FINL CORP Financial Services 716.0 $68K +674.0 +1604.8% $94.52 +3.0%
2356 TPLC TIMOTHY PLAN 1,343.0 $68K +426.0 +46.5% $50.35 +1.9%
2357 TALO TALOS ENERGY INC Energy 5,226.0 $67K +5K +1016.7% $12.91 +29.6%
2358 RNAC CARTESIAN THERAPEUTICS INC Healthcare 6,475.0 $67K +6K +10000.0% $10.42 -4.3%
2359 AVGE AMERICAN CENTY ETF TR 680.0 $67K +547.0 +411.3% $99.04 +2.6%
2360 OM OUTSET MED INC Healthcare 15,582.0 $67K +15K +10000.0% $4.32 -5.3%
Page 118 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%