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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 48 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 MLPX GLOBAL X FDS 18,210.0 $1.3M 0.01% +18K +5717.9% $73.66 +1.0%
942 LW LAMB WESTON HLDGS INC Consumer Defensive 31,041.0 $1.3M 0.01% +28K +789.4% $43.18 +27.7%
943 FPX FIRST TR EXCHANGE-TRADED FD 6,475.0 $1.3M 0.01% +2K +56.5% $206.16 -11.3%
944 AIG AMERICAN INTL GROUP INC Financial Services 17,900.0 $1.3M 0.01% +12K +194.6% $74.53 +1.7%
945 SF STIFEL FINL CORP Financial Services 19,121.0 $1.3M 0.01% +17K +695.4% $69.77 +15.5%
946 MGC VANGUARD WORLD FD 4,869.0 $1.3M 0.01% +5K +1303.2% $273.65 +3.2%
947 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 24,269.0 $1.3M 0.01% +22K +885.3% $54.90 -16.8%
948 VTRS VIATRIS INC Healthcare 83,877.0 $1.3M 0.01% +73K +667.3% $15.88 +6.8%
949 FFIV F5 INC Technology 3,202.0 $1.3M 0.01% +2K +212.1% $415.96 -1.9%
950 RFLR INNOVATOR ETFS TRUST 40,608.0 $1.3M 0.01% +3K +7.8% $32.78 +0.8%
951 NBTB NBT BANCORP INC Financial Services 26,959.0 $1.3M 0.01% +27K +10000.0% $49.37 +3.1%
952 MOS MOSAIC CO Basic Materials 62,804.0 $1.3M 0.01% +53K +560.8% $21.19 +10.7%
953 RF REGIONS FINANCIAL CORP NEW Financial Services 43,901.0 $1.3M 0.01% +31K +242.3% $30.20 +0.3%
954 FMHI FIRST TR EXCH TRADED FD III 27,282.0 $1.3M 0.01% +2K +6.6% $48.49 -2.3%
955 WY WEYERHAEUSER CO Real Estate 55,155.0 $1.3M 0.01% +46K +487.2% $23.94 +0.0%
956 JMBS JANUS DETROIT STR TR 29,334.0 $1.3M 0.01% +29K +10000.0% $44.99 -0.7%
957 SON SONOCO PRODS CO Consumer Cyclical 23,417.0 $1.3M 0.01% +19K +448.5% $56.35 +1.5%
958 AGX ARGAN INC Industrials 1,652.0 $1.3M 0.01% +1K +196.1% $798.44 -43.6%
959 MUSA MURPHY USA INC Consumer Cyclical 2,436.0 $1.3M 0.01% +2K +281.2% $538.89 -4.8%
960 LFUS LITTELFUSE INC Technology 2,879.0 $1.3M 0.01% +3K +3171.6% $455.23 -8.2%
Page 48 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%