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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 155 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 BOOM DMC GLOBAL INC Energy 1,531.0 $9K +1K +689.2% $5.81 +16.5%
3082 MYPS PLAYSTUDIOS INC Technology 17,788.0 $9K +18K +10000.0% $0.50 +0.6%
3083 LINC LINCOLN EDL SVCS CORP Consumer Defensive 176.0 $9K +155.0 +738.1% $49.90 -50.2%
3084 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 492.0 $9K +255.0 +107.6% $17.83 -20.4%
3085 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,509.0 $9K +1K +310.1% $5.78 -19.9%
3086 EVG EATON VANCE SHORT DURATION D Financial Services 800.0 $9K +563.0 +237.6% $10.78 -2.1%
3087 NFE NEW FORTRESS ENERGY INC Utilities 23,735.0 $9K +23K +2067.6% $0.36 -24.2%
3088 MCBS METROCITY BANKSHARES INC Financial Services 239.0 $9K +171.0 +251.5% $35.89 -1.1%
3089 JBIO JADE BIOSCIENCES INC Healthcare 385.0 $9K +281.0 +270.2% $22.22 -4.0%
3090 SUNS SUNRISE RLTY TR INC Real Estate 1,077.0 $9K +933.0 +647.9% $7.90 -3.7%
3091 GRUPO CIBEST SA 107.0 $8K +6.0 +5.9% $79.43
3092 LOANDEPOT INC 6,794.0 $8K +7K +10000.0% $1.25
3093 IRTC IRHYTHM HOLDINGS INC Healthcare 71.0 $8K +58.0 +446.1% $118.94 +5.3%
3094 PNRG PRIMEENERGY RESOURCES CORP Energy 50.0 $8K +49.0 +4900.0% $166.90 +24.0%
3095 GPGI GPGI INC Industrials 526.0 $8K +454.0 +630.6% $15.85 -17.6%
3096 BHR BRAEMAR HOTELS &RESORTS INC Real Estate 3,792.0 $8K +4K +10000.0% $2.16 -5.1%
3097 SPOK SPOK HLDGS INC Healthcare 795.0 $8K +768.0 +2844.4% $10.24 +3.7%
3098 NDLS NOODLES & CO Consumer Cyclical 542.0 $8K +271.0 +100.0% $14.95 +4.9%
3099 NUVEEN CR STRATEGIES INCOME 1,666.0 $8K +1K +608.9% $4.86
3100 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 180.0 $8K +171.0 +1900.0% $44.38 +5.3%
Page 155 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%