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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 140 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 EELV INVESCO EXCH TRADED FD TR II 964.0 $27K +878.0 +1020.9% $27.79 +4.3%
2782 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 4,619.0 $27K +4K +562.7% $5.80 -9.0%
2783 TLSI TRISALUS LIFE SCIENCES INC Healthcare 5,847.0 $27K +2K +46.0% $4.55 +10.5%
2784 FIP FTAI INFRASTRUCTURE INC Industrials 5,724.0 $27K +6K +10000.0% $4.64 -18.8%
2785 BBCA J P MORGAN EXCHANGE TRADED F 267.0 $26K +116.0 +76.8% $99.21 +8.8%
2786 FSUN FIRSTSUN CAP BANCORP Financial Services 683.0 $26K +622.0 +1019.7% $38.78 +3.9%
2787 CIM CHIMERA INVT CORP Real Estate 1,985.0 $26K +1K +228.1% $13.34 -13.0%
2788 OSUR ORASURE TECHNOLOGIES INC Healthcare 5,919.0 $26K +6K +9603.3% $4.46 -15.2%
2789 OPCH OPTION CARE HEALTH INC Healthcare 1,253.0 $26K +927.0 +284.4% $20.97 +12.7%
2790 CDXS CODEXIS INC Healthcare 11,607.0 $26K +11K +3756.2% $2.26 -25.7%
2791 ATLANTA BRAVES HLDGS INC 504.0 $26K +462.0 +1100.0% $51.90
2792 EQPT EQUIPMENTSHARE COM INC Industrials 1,317.0 $26K +828.0 +169.3% $19.65 -6.0%
2793 NECB NORTHEAST CMNTY BANCORP INC Financial Services 933.0 $26K +820.0 +725.7% $27.74 -4.8%
2794 GEMI GEMINI SPACE STA INC Financial Services 6,069.0 $26K +6K +2696.8% $4.26 +9.4%
2795 QUAD QUAD / GRAPHICS INC Industrials 3,064.0 $26K +3K +4405.9% $8.43 +21.0%
2796 LENZ LENZ THERAPEUTICS INC Healthcare 4,458.0 $25K +4K +10000.0% $5.68 -17.8%
2797 WINA WINMARK CORP Consumer Cyclical 59.0 $25K +5.0 +9.3% $428.75 -19.0%
2798 TNC TENNANT CO Industrials 287.0 $25K +190.0 +195.9% $87.54 -20.0%
2799 BRCC BRC INC Consumer Defensive 22,624.0 $25K +22K +3302.1% $1.11 +670.3%
2800 FPI FARMLAND PARTNERS INC Real Estate 2,581.0 $25K +3K +10000.0% $9.68 +6.1%
Page 140 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%