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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 47 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 IOSP INNOSPEC INC Basic Materials 303.0 $22K 0.00% +191.0 +170.5% $74.08 +8.8%
922 HALO HALOZYME THERAPEUTICS INC Healthcare 346.0 $22K 0.00% +189.0 +120.4% $64.74 +6.6%
923 QNST QUINSTREET INC Communication Services 1,864.0 $22K 0.00% +2K +735.9% $12.01 +0.6%
924 EBC EASTERN BANKSHARES INC Financial Services 1,144.0 $22K 0.00% +113.0 +11.0% $19.56 +2.5%
925 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 2,246.0 $22K 0.00% +644.0 +40.2% $9.94 +2.2%
926 TEX TEREX CORP NEW Industrials 377.0 $22K 0.00% +316.0 +518.0% $59.10 -1.2%
927 OSS ONE STOP SYS INC Technology 2,471.0 $22K 0.00% +2K +409.5% $8.92 +95.7%
928 SIGI SELECTIVE INS GROUP INC Financial Services 290.0 $22K 0.00% +225.0 +346.1% $75.39 +20.3%
929 TK TEEKAY CORPORATION LTD Energy 1,790.0 $22K 0.00% +75.0 +4.4% $12.21 -0.4%
930 CPA COPA HOLDINGS SA Industrials 191.0 $22K 0.00% +159.0 +496.9% $114.26 +24.7%
931 CRSP CRISPR THERAPEUTICS AG Healthcare 408.0 $22K 0.00% +52.0 +14.6% $53.18 -4.5%
932 EXP EAGLE MATLS INC COM Basic Materials 109.0 $22K 0.00% +90.0 +473.7% $198.83 +2.1%
933 TPC TUTOR PERINI CORP COM Industrials 278.0 $21K 0.00% +97.0 +53.6% $77.19 -3.6%
934 CART MAPLEBEAR INC Consumer Cyclical 572.0 $21K 0.00% +263.0 +85.1% $37.46 +7.9%
935 BBJP J P MORGAN EXCHANGE TRADED F 310.0 $21K 0.00% +53.0 +20.6% $69.01 +9.4%
936 ACADIAN ASSET MANAGEMENT INC 318.0 $21K 0.00% +273.0 +606.7% $67.13
937 GO GROCERY OUTLET HLDG CORP Consumer Defensive 3,026.0 $21K 0.00% +3K +4860.7% $7.05 +15.1%
938 ABM ABM INDS INC Industrials 549.0 $21K 0.00% +414.0 +306.7% $38.79 +2.9%
939 AEBI SCHMIDT HLDG AG 2,188.0 $21K 0.00% +198.0 +9.9% $9.71
940 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 1,664.0 $21K 0.00% +1K +220.0% $12.67 -0.2%
Page 47 of 78  ·  1,542 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
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%