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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 123 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 WERN WERNER ENTERPRISES INC Industrials 1,318.0 $57K +1K +446.9% $43.61 -12.0%
2442 UPST UPSTART HLDGS INC Financial Services 1,622.0 $57K +1K +871.3% $35.43 -12.5%
2443 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 2,102.0 $57K +2K +311.4% $27.32 +8.3%
2444 LOB LIVE OAK BANCSHARES INC Financial Services 1,402.0 $57K +1K +724.7% $40.84 -2.8%
2445 DNUT KRISPY KREME INC Consumer Defensive 16,220.0 $57K +16K +3611.7% $3.53 -2.3%
2446 WTV WISDOMTREE TR 562.0 $57K +470.0 +510.9% $101.61 +7.2%
2447 SAFEHOLD INC 3,636.0 $57K +3K +867.0% $15.70
2448 GRNT GRANITE RIDGE RESOURCES INC Energy 12,940.0 $57K +12K +1130.0% $4.41 +13.7%
2449 DRIP DIREXION SHARES ETF TRUST 10,666.0 $57K +4K +67.3% $5.35 +584.7%
2450 PRVA PRIVIA HEALTH GROUP INC Healthcare 2,212.0 $57K +2K +1967.3% $25.73 -18.7%
2451 ORIC ORIC PHARMACEUTICALS INC Healthcare 5,249.0 $57K +5K +2341.4% $10.83 +30.4%
2452 AAT AMERICAN ASSETS TR INC Real Estate 2,300.0 $57K +2K +900.0% $24.69 -8.5%
2453 PAGAYA TECHNOLOGIES LTD 3,096.0 $57K +3K +626.8% $18.25
2454 PRAXIS PRECISION MEDICINES I 168.0 $56K +130.0 +342.1% $334.79
2455 MDIV FIRST TR EXCHANGE TRADED FD 3,400.0 $56K +3K +1033.3% $16.52 +1.5%
2456 CARG CARGURUS INC Consumer Cyclical 1,647.0 $56K +2K +1186.7% $34.09 +7.8%
2457 BCX BLACKROCK RES & COMMODITIES Financial Services 4,933.0 $56K +5K +10000.0% $11.31 +14.7%
2458 TILE INTERFACE INC Consumer Cyclical 1,554.0 $56K +899.0 +137.2% $35.84 +6.5%
2459 TRMK TRUSTMARK CORP Financial Services 1,210.0 $56K +823.0 +212.7% $46.01 +0.2%
2460 ECC EAGLE POINT CR CO Financial Services 14,965.0 $56K +15K +9253.1% $3.72 +2.5%
Page 123 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%