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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 24 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PSQA PALMER SQUARE FUNDS TR 231,679.0 $4.7M 0.03% +147K +174.6% $20.46 +1.2%
462 MDT MEDTRONIC PLC Healthcare 60,057.0 $4.7M 0.03% +45K +290.5% $78.23 +16.5%
463 INTU INTUIT Technology 17,990.0 $4.7M 0.03% +15K +545.5% $261.00 +37.0%
464 GL GLOBE LIFE INC Financial Services 26,224.0 $4.7M 0.03% +24K +1066.5% $178.68 -3.6%
465 SHOP SHOPIFY INC Technology 40,952.0 $4.7M 0.03% +36K +740.0% $114.18 +34.8%
466 IAUM ISHARES GOLD TRUST MICRO Financial Services 115,903.0 $4.6M 0.03% +114K +8033.5% $40.01 +16.2%
467 SYY SYSCO CORP Consumer Defensive 55,195.0 $4.6M 0.03% +52K +1443.9% $83.58 -0.1%
468 TSN TYSON FOODS INC Consumer Defensive 80,511.0 $4.6M 0.03% +70K +663.1% $57.25 -0.1%
469 WEC WEC ENERGY GROUP INC Utilities 39,446.0 $4.6M 0.03% +18K +81.6% $116.77 -8.6%
470 AEE AMEREN CORP Utilities 40,745.0 $4.6M 0.03% +21K +110.2% $113.04 -5.5%
471 FLOT ISHARES TR 90,164.0 $4.6M 0.03% +51K +128.2% $51.05 -0.1%
472 PGR PROGRESSIVE CORP Financial Services 20,946.0 $4.6M 0.03% +10K +96.7% $218.45 +1.7%
473 PAGP PLAINS GP HLDGS L P Energy 188,517.0 $4.6M 0.03% +185K +4955.4% $24.27 +11.9%
474 IQVIA HLDGS INC 23,532.0 $4.5M 0.03% +19K +394.5% $192.84
475 MAA MID-AMER APT CMNTYS INC Real Estate 32,655.0 $4.5M 0.03% +19K +130.8% $138.94 -5.0%
476 OSK OSHKOSH CORP Industrials 29,502.0 $4.5M 0.03% +29K +10000.0% $153.48 +1.1%
477 VOYA VOYA FINANCIAL INC Financial Services 49,941.0 $4.5M 0.03% +24K +92.9% $90.53 +11.1%
478 OXY OCCIDENTAL PETE CORP Energy 92,882.0 $4.5M 0.03% +86K +1332.3% $48.57 +20.3%
479 XLP SELECT SECTOR SPDR TR 54,044.0 $4.5M 0.03% +43K +407.7% $83.07 +4.2%
480 ADBE ADOBE INC Technology 21,772.0 $4.5M 0.03% +18K +431.9% $205.02 +33.6%
Page 24 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%