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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 122 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 USLM UNITED STS LIME &MINERALS I Basic Materials 573.0 $60K +446.0 +351.2% $104.67 +14.3%
2422 GRC GORMAN RUPP CO Industrials 652.0 $60K +522.0 +401.5% $91.74 -15.4%
2423 BLKB BLACKBAUD INC Technology 2,018.0 $60K +2K +940.2% $29.62 +64.0%
2424 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 4,215.0 $60K +4K +1368.6% $14.14 +16.1%
2425 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 5,043.0 $60K +5K +1694.7% $11.81 -18.2%
2426 STLA STELLANTIS N.V Consumer Cyclical 10,373.0 $60K +8K +436.1% $5.74 -8.0%
2427 HOMETRUST BANCSHARES INC 1,193.0 $60K +1K +10000.0% $49.89
2428 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 2,326.0 $59K +2K +344.7% $25.53 +7.2%
2429 ELPC COMPANHIA PARANAENSE DE ENER Utilities 5,083.0 $59K +3K +165.6% $11.65 -3.4%
2430 COMMERCE.COM INC 19,933.0 $59K +20K +10000.0% $2.96
2431 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 555.0 $59K +306.0 +122.9% $106.25 +6.4%
2432 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 10,617.0 $59K +10K +6219.6% $5.54 -13.5%
2433 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 12,660.0 $58K +11K +961.2% $4.62 -26.8%
2434 SIL GLOBAL X FDS 752.0 $58K +602.0 +401.3% $77.44 +33.2%
2435 FA FIRST ADVANTAGE CORP NEW Industrials 3,207.0 $58K +3K +4759.1% $18.05 +16.0%
2436 FIGS FIGS INC Consumer Cyclical 5,636.0 $58K +5K +609.8% $10.23 +47.6%
2437 MGTX MEIRAGTX HLDGS PLC Healthcare 4,267.0 $58K +4K +9823.3% $13.51 +4.7%
2438 RRBI RED RIVER BANCSHARES INC Financial Services 631.0 $58K +629.0 +10000.0% $91.28 +11.2%
2439 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 1,588.0 $58K +1K +834.1% $36.24 +3.1%
2440 XMMO INVESCO EXCHANGE TRADED FD T 338.0 $58K +8.0 +2.4% $170.14 -7.8%
Page 122 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%