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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 49 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FHN FIRST HORIZON CORPORATION Financial Services 50,920.0 $1.3M 0.01% +27K +115.7% $25.64 -5.2%
962 IYC ISHARES TR 12,906.0 $1.3M 0.01% +12K +2033.2% $101.10 +0.4%
963 OMC OMNICOM GROUP INC Communication Services 17,882.0 $1.3M 0.01% +13K +251.0% $72.83 +21.2%
964 RGLD ROYAL GOLD INC Basic Materials 6,505.0 $1.3M 0.01% +5K +438.5% $199.61 +34.3%
965 DLB DOLBY LABORATORIES INC Technology 24,652.0 $1.3M 0.01% +8K +47.0% $52.58 +22.6%
966 MTG MGIC INVT CORP WIS Financial Services 45,897.0 $1.3M 0.01% +40K +637.2% $28.20 +10.7%
967 SONY SONY GROUP CORP Technology 64,330.0 $1.3M 0.01% +50K +357.7% $20.06 +19.3%
968 XYL XYLEM INC Industrials 10,853.0 $1.3M 0.01% +10K +1170.8% $118.21 -5.6%
969 FDRR FIDELITY COVINGTON TRUST 19,723.0 $1.3M 0.01% +15K +355.5% $64.88 +7.3%
970 AMH AMERICAN HOMES 4 RENT Real Estate 38,174.0 $1.3M 0.01% +29K +313.1% $33.52 +0.3%
971 PPL PPL CORP Utilities 35,157.0 $1.3M 0.01% +22K +170.7% $36.35 -5.0%
972 GCOW PACER FDS TR 29,497.0 $1.3M 0.01% +25K +501.4% $43.30 +9.1%
973 WDAY WORKDAY INC Technology 10,430.0 $1.3M 0.01% +7K +218.0% $122.43 +61.4%
974 ACMR ACM RESH INC Technology 10,058.0 $1.3M 0.01% +10K +10000.0% $126.89 -37.2%
975 QFLR INNOVATOR ETFS TRUST 34,961.0 $1.3M 0.01% +1K +3.5% $36.48 -3.6%
976 SFLR INNOVATOR ETFS TRUST 32,867.0 $1.3M 0.01% +3K +8.7% $38.58 +1.1%
977 OMF ONEMAIN HLDGS INC Financial Services 20,754.0 $1.3M 0.01% +19K +851.1% $60.97 +4.9%
978 AGL AGILON HEALTH INC Healthcare 11,805.0 $1.3M 0.01% +12K +4208.4% $107.18 -10.9%
979 RY ROYAL BK CDA Financial Services 6,106.0 $1.3M 0.01% +5K +424.6% $206.97 -2.0%
980 RGA REINSURANCE GROUP AMER INC Financial Services 5,904.0 $1.3M 0.01% +5K +756.9% $212.65 +14.9%
Page 49 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%