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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 133 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 WTI W &T OFFSHORE INC Energy 11,911.0 $38K +10K +398.4% $3.15 +13.3%
2642 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 304.0 $38K +247.0 +433.3% $123.40 +11.0%
2643 LEGR FIRST TR EXCHANGE TRADED FD 582.0 $37K +291.0 +100.0% $64.25 +3.8%
2644 DSGX DESCARTES SYS GROUP INC Technology 540.0 $37K +523.0 +3076.5% $69.24 +11.9%
2645 DFTX DEFINIUM THERAPEUTICS INC Healthcare 793.0 $37K +327.0 +70.2% $47.04 -7.0%
2646 BROOKFIELD BUSINESS CORP 1,248.0 $37K +911.0 +270.3% $29.85
2647 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 1,271.0 $37K +859.0 +208.5% $29.28 +23.6%
2648 FMAO FARMERS & MERCHANTS BANCORP Financial Services 1,212.0 $37K +1K +692.2% $30.58 +10.6%
2649 FDHY FIDELITY COVINGTON TRUST 747.0 $37K +501.0 +203.7% $49.03 +0.5%
2650 GKOS GLAUKOS CORP Healthcare 262.0 $37K +230.0 +718.8% $139.76 +29.2%
2651 HFWA HERITAGE FINL CORP WASH Financial Services 1,235.0 $37K +1K +546.6% $29.62 -3.0%
2652 LRMR LARIMAR THERAPEUTICS INC Healthcare 11,988.0 $37K +12K +7535.7% $3.05 +36.7%
2653 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 1,807.0 $36K +2K +2911.7% $20.18 +9.1%
2654 IZRL ARK ETF TR 1,200.0 $36K +400.0 +50.0% $30.38 -4.1%
2655 OCUL OCULAR THERAPEUTIX INC Healthcare 3,709.0 $36K +3K +637.4% $9.82 +9.7%
2656 HNI HNI CORP Industrials 897.0 $36K +743.0 +482.5% $40.41 +23.5%
2657 MLR MILLER INDS INC TENN Consumer Cyclical 707.0 $36K +552.0 +356.1% $51.15 +11.8%
2658 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 10,808.0 $36K +11K +5277.1% $3.34 -12.6%
2659 HCKT HACKETT GROUP INC Technology 3,341.0 $36K +3K +420.4% $10.77 +2.0%
2660 TUHURA BIOSCIENCES INC 15,344.0 $36K +15K +5824.3% $2.34
Page 133 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%