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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 22 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DINO HF SINCLAIR CORP Energy 79,321.0 $5.5M 0.04% +74K +1262.7% $69.65 +33.9%
422 IVLU ISHARES TR 131,650.0 $5.5M 0.04% +131K +10000.0% $41.82 +6.7%
423 PLD PROLOGIS INC. Real Estate 40,288.0 $5.5M 0.04% +32K +411.1% $135.47 +5.8%
424 CSHI NEOS ETF TRUST 108,683.0 $5.4M 0.04% +69K +174.6% $49.81 -0.2%
425 USB US BANCORP Financial Services 89,189.0 $5.4M 0.04% +77K +616.0% $60.40 +3.3%
426 BPOP POPULAR INC Financial Services 32,678.0 $5.4M 0.04% +32K +3279.3% $164.18 +3.3%
427 BDX BECTON DICKINSON & CO Healthcare 35,421.0 $5.4M 0.04% +18K +101.7% $151.33 +25.4%
428 OHI OMEGA HEALTHCARE INVS INC Real Estate 111,938.0 $5.3M 0.04% +104K +1400.1% $47.68 -1.5%
429 TFX TELEFLEX INCORPORATED Healthcare 42,085.0 $5.3M 0.04% +22K +112.2% $126.76 +10.6%
430 CAH CARDINAL HEALTH INC Healthcare 22,382.0 $5.3M 0.04% +16K +237.9% $237.57 +0.1%
431 XAR SPDR SERIES TRUST 18,715.0 $5.3M 0.04% +16K +516.0% $283.79 -6.7%
432 PULS PGIM ETF TR 106,657.0 $5.3M 0.04% +102K +2371.8% $49.55 +0.3%
433 LNG CHENIERE ENERGY INC Energy 22,028.0 $5.3M 0.04% +21K +1754.2% $239.02 +16.6%
434 MMM 3M CO Industrials 32,433.0 $5.3M 0.04% +17K +109.0% $161.91 +10.8%
435 FDS FACTSET RESH SYS INC Financial Services 22,672.0 $5.2M 0.04% +14K +172.2% $230.08 +28.7%
436 DUK DUKE ENERGY CORP NEW Utilities 41,073.0 $5.2M 0.03% +27K +202.2% $126.58 -3.9%
437 JHG JANUS HENDERSON GROUP PLC Financial Services 100,000.0 $5.2M 0.03% +98K +4396.4% $51.95 -0.0%
438 ISRG INTUITIVE SURGICAL INC Healthcare 12,915.0 $5.1M 0.03% +9K +231.8% $397.69 -6.5%
439 HSY HERSHEY CO Consumer Defensive 29,234.0 $5.1M 0.03% +16K +119.5% $175.45 +6.7%
440 TMUS T-MOBILE US INC Communication Services 30,569.0 $5.1M 0.03% +27K +718.5% $167.73 +8.3%
Page 22 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%