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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 129 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 SCHC SCHWAB STRATEGIC TR 928.0 $45K +332.0 +55.7% $48.12 +7.1%
2562 RAMP LIVERAMP HLDGS INC Technology 1,186.0 $45K +687.0 +137.7% $37.64 -0.0%
2563 PAX PATRIA INVESTMENTS LIMITED Financial Services 4,059.0 $45K +4K +5240.8% $10.98 +5.6%
2564 RDIV INVESCO EXCH TRADED FD TR II 768.0 $45K +384.0 +100.0% $57.99 +10.0%
2565 SBSI SOUTHSIDE BANCSHARES INC Financial Services 1,262.0 $44K +1K +669.5% $35.19 -8.9%
2566 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 660.0 $44K +534.0 +423.8% $67.12 -5.9%
2567 FTDS FIRST TR EXCHANGE-TRADED FD 720.0 $44K +70.0 +10.8% $61.36 +8.4%
2568 FSBC FIVE STAR BANCORP Financial Services 907.0 $44K +877.0 +2923.3% $48.69 -7.0%
2569 FDBC FIDELITY D & D BANCORP INC Financial Services 854.0 $44K +536.0 +168.6% $51.42 +3.8%
2570 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 2,591.0 $44K +3K +3601.4% $16.95 +24.3%
2571 ANNX ANNEXON INC Healthcare 7,684.0 $44K +7K +1206.8% $5.71 -12.6%
2572 TCX TUCOWS INC Technology 3,257.0 $44K +3K +10000.0% $13.47 -32.5%
2573 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 705.0 $44K +564.0 +400.0% $62.22 -29.2%
2574 NABL N-ABLE INC Technology 11,859.0 $44K +11K +1554.0% $3.67 +3.5%
2575 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 2,495.0 $43K +1K +80.5% $17.41 +16.4%
2576 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 913.0 $43K +761.0 +500.7% $47.33 -44.6%
2577 HLX HELIX ENERGY SOLUTIONS GRP I Energy 4,943.0 $43K +921.0 +22.9% $8.74 +12.0%
2578 OFIX ORTHOFIX MED INC Healthcare 4,717.0 $43K +4K +1059.0% $9.14 +6.7%
2579 REGS COLUMBIA ETF TR I 3,818.0 $43K +4K +2213.9% $11.28 +2.0%
2580 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 3,227.0 $43K +3K +1104.1% $13.30 +17.0%
Page 129 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%