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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 18 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ROK ROCKWELL AUTOMATION INC Industrials 15,345.0 $7.6M 0.05% +14K +1389.8% $495.09 -13.2%
342 CVS CVS HEALTH CORP Healthcare 73,240.0 $7.6M 0.05% +62K +551.5% $103.45 -9.0%
343 IWO ISHARES TR 19,078.0 $7.5M 0.05% +4K +23.9% $393.98 -2.7%
344 ICVT ISHARES TR 61,700.0 $7.5M 0.05% +31K +100.9% $121.74 -5.8%
345 FIW FIRST TR EXCHANGE-TRADED FD 68,509.0 $7.5M 0.05% +787.0 +1.2% $109.52 +1.4%
346 DDOG DATADOG INC Technology 28,722.0 $7.5M 0.05% +27K +1865.9% $260.36 -13.3%
347 CIEN CIENA CORP Technology 15,225.0 $7.5M 0.05% +11K +285.0% $490.56 -24.2%
348 TOL TOLL BROTHERS INC Consumer Cyclical 45,152.0 $7.4M 0.05% +43K +2606.9% $164.75 -10.5%
349 PWR QUANTA SVCS INC Industrials 10,311.0 $7.4M 0.05% +9K +711.2% $720.05 -14.3%
350 HWM HOWMET AEROSPACE INC Industrials 27,515.0 $7.4M 0.05% +24K +751.6% $268.87 -2.1%
351 GSLC GOLDMAN SACHS ETF TR 52,061.0 $7.4M 0.05% +50K +2749.5% $141.89 +2.8%
352 FIDU FIDELITY COVINGTON TRUST 74,143.0 $7.4M 0.05% +74K +10000.0% $99.61 -4.8%
353 AVUS AMERICAN CENTY ETF TR 57,494.0 $7.4M 0.05% +31K +118.1% $128.08 +1.7%
354 TLH ISHARES TR 71,575.0 $7.2M 0.05% +47K +196.1% $100.35 -3.2%
355 EQT EQT CORP Energy 133,488.0 $7.1M 0.05% +128K +2234.1% $53.17 +1.2%
356 IJS ISHARES TR 51,701.0 $7.1M 0.05% +41K +397.8% $136.68 +0.9%
357 SHEL SHELL PLC Energy 90,680.0 $7.0M 0.05% +87K +2234.7% $77.54 +19.9%
358 EVR EVERCORE INC Financial Services 20,526.0 $7.0M 0.05% +19K +1854.9% $341.45 -15.0%
359 FIRST TR EXCHANGE TRADED FD 293,695.0 $7.0M 0.05% +70K +31.1% $23.85
360 GPIX GOLDMAN SACHS ETF TR 124,785.0 $6.9M 0.05% +104K +494.6% $55.57 +0.7%
Page 18 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%