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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 16 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWR ISHARES TR 83,145.0 $9.2M 0.06% +56K +205.7% $110.32 +2.4%
302 DE DEERE & CO Industrials 14,430.0 $9.2M 0.06% +11K +389.1% $634.34 +2.3%
303 GRID FIRST TR EXCHANGE-TRADED FD 47,723.0 $9.2M 0.06% +23K +90.2% $191.75 -7.1%
304 FORTINET INC 59,438.0 $9.1M 0.06% +47K +390.8% $153.62
305 SO SOUTHERN CO Utilities 94,918.0 $9.1M 0.06% +89K +1438.4% $95.72 -5.9%
306 USHY ISHARES TR 245,024.0 $9.1M 0.06% +170K +227.9% $37.02 -0.4%
307 EEM ISHARES TR 132,594.0 $9.1M 0.06% +88K +199.3% $68.41 -3.4%
308 NOW SERVICENOW INC Technology 91,175.0 $9.1M 0.06% +76K +513.1% $99.28 +29.0%
309 SYSB ISHARES TR 101,509.0 $9.0M 0.06% +46K +81.8% $88.72 -1.5%
310 WES WESTERN MIDSTREAM PARTNERS L Energy 202,996.0 $8.9M 0.06% +201K +10000.0% $43.76 +10.9%
311 BUFR FIRST TR EXCHNG TRADED FD VI 242,631.0 $8.9M 0.06% +14K +6.1% $36.53 +2.0%
312 O REALTY INCOME CORP Real Estate 141,632.0 $8.8M 0.06% +139K +4443.9% $61.96 +2.0%
313 UBER UBER TECHNOLOGIES INC Technology 120,900.0 $8.7M 0.06% +100K +470.0% $72.16 +9.9%
314 BAR GRANITESHARES GOLD TR Financial Services 218,453.0 $8.6M 0.06% +212K +3501.9% $39.53 +15.9%
315 LMBS FIRST TR EXCHANGE-TRADED FD 173,123.0 $8.6M 0.06% +109K +169.0% $49.78 -0.5%
316 IFRA ISHARES TR 135,949.0 $8.6M 0.06% +106K +357.2% $63.04 -5.3%
317 VOT VANGUARD INDEX FDS 28,109.0 $8.6M 0.06% +14K +94.8% $304.81 -0.9%
318 BK BANK OF NY MELLON CORP Financial Services 59,238.0 $8.6M 0.06% +44K +277.6% $144.61 -1.9%
319 SCHW SCHWAB CHARLES CORP Financial Services 92,395.0 $8.5M 0.06% +68K +274.2% $92.27 +23.2%
320 EME EMCOR GROUP INC Industrials 10,223.0 $8.5M 0.06% +9K +731.8% $829.96 -7.8%
Page 16 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%