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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 134 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 PRNT ARK ETF TR 1,460.0 $36K +730.0 +100.0% $24.57 +3.2%
2662 MAT MATTEL INC Consumer Cyclical 2,582.0 $36K +2K +361.9% $13.88 +9.7%
2663 TQQQ PROSHARES TR 441.0 $36K +280.0 +173.9% $80.95 -12.9%
2664 NRDS NERDWALLET INC Financial Services 3,854.0 $36K +4K +1575.7% $9.25 +5.8%
2665 UA UNDER ARMOUR INC 5,731.0 $36K +5K +858.4% $6.22
2666 TRNS TRANSCAT INC Industrials 384.0 $36K +367.0 +2158.8% $92.77 -3.4%
2667 NVGS NAVIGATOR HLDGS LTD Energy 1,909.0 $36K +2K +1560.0% $18.63 +15.3%
2668 MVBF MVB FINL CORP Financial Services 1,225.0 $36K +889.0 +264.6% $29.01 +3.2%
2669 AMCX AMC GLOBAL MEDIA INC Communication Services 3,561.0 $36K +3K +1628.6% $9.98 +27.4%
2670 EXTR EXTREME NETWORKS INC Technology 1,095.0 $35K +1K +1130.3% $32.37 -29.4%
2671 IBEX IBEX LTD Technology 1,167.0 $35K +1K +751.8% $30.37 +20.6%
2672 DGICA DONEGAL GROUP INC Financial Services 1,877.0 $35K +2K +529.9% $18.86 +1.3%
2673 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 63,178.0 $35K +63K +10000.0% $0.56 +38.3%
2674 BZAI BLAIZE HLDGS INC Technology 25,487.0 $35K +24K +2116.3% $1.38 -64.0%
2675 MLKN MILLERKNOLL INC Consumer Cyclical 1,715.0 $35K +1K +303.5% $20.46 +14.0%
2676 DGII DIGI INTL INC Technology 468.0 $35K +464.0 +10000.0% $74.95 +1.5%
2677 GIC GLOBAL INDUSTRIAL COMPANY Industrials 1,047.0 $35K +994.0 +1875.5% $33.46 +18.0%
2678 CZNC CITIZENS & NORTHN CORP Financial Services 1,498.0 $35K +1K +7784.2% $23.31 +8.8%
2679 AMTB AMERANT BANCORP INC Financial Services 1,365.0 $35K +1K +431.1% $25.52 +12.2%
2680 TLS TELOS CORP MD Technology 7,570.0 $35K +7K +1881.7% $4.60 -3.5%
Page 134 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%