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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 149 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 XMTR XOMETRY INC Industrials 164.0 $16K +154.0 +1540.0% $96.52 -12.4%
2962 SBSW SIBANYE STILLWATER LTD Basic Materials 1,860.0 $16K +2K +1503.5% $8.49 +46.9%
2963 ZVIA ZEVIA PBC Consumer Defensive 9,681.0 $16K +9K +3063.7% $1.63 -14.1%
2964 BBAX J P MORGAN EXCHANGE TRADED F 262.0 $16K +125.0 +91.2% $59.84 +8.7%
2965 SOUTH BOW CORP 441.0 $16K +204.0 +86.1% $35.31
2966 MRDN MERIDIAN HOLDINGS INC Technology 1,113.0 $15K +1K +10000.0% $13.92 +1.7%
2967 MWA MUELLER WTR PRODS INC Industrials 596.0 $15K +551.0 +1224.4% $25.83 -2.6%
2968 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 50.0 $15K +42.0 +525.0% $307.74 -15.3%
2969 GETY GETTY IMAGES HOLDINGS INC Communication Services 17,818.0 $15K +18K +10000.0% $0.86 -70.3%
2970 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 593.0 $15K +426.0 +255.1% $25.82 -3.1%
2971 MCB METROPOLITAN BK HLDG CORP Financial Services 155.0 $15K +139.0 +868.8% $98.77 -8.4%
2972 PKE PARK AEROSPACE CORP Industrials 400.0 $15K +320.0 +400.0% $38.16 -13.5%
2973 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 921.0 $15K +204.0 +28.4% $16.53 +26.3%
2974 NRO NEUBERGER R/EST SECS INC FD Financial Services 5,000.0 $15K +2K +100.0% $3.03 -2.6%
2975 BCAL CALIFORNIA BANCORP Financial Services 726.0 $15K +687.0 +1761.5% $20.84 +3.0%
2976 SYRE SPYRE THERAPEUTICS INC Healthcare 169.0 $15K +151.0 +838.9% $88.78 +20.1%
2977 CMTG CLAROS MTG TR INC Real Estate 6,378.0 $15K +6K +10000.0% $2.35 -26.8%
2978 TKNO ALPHA TEKNOVA INC Healthcare 2,634.0 $15K +3K +8396.8% $5.68 +29.2%
2979 MEG ONTERRIS INC Industrials 740.0 $15K +694.0 +1508.7% $20.21 -22.6%
2980 LQDT LIQUIDITY SVCS INC Consumer Cyclical 382.0 $15K +44.0 +13.0% $39.12 +10.5%
Page 149 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%