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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 5 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VBK VANGUARD INDEX FDS 93,475.0 $34.2M 0.23% +46K +96.3% $365.70 -3.0%
82 SJNK SPDR SERIES TRUST 1,361,510.0 $34.1M 0.23% +1.4M +10000.0% $25.03 -0.6%
83 FCX FREEPORT MCMORAN INC Basic Materials 534,216.0 $33.6M 0.22% +519K +3379.6% $62.89 +23.7%
84 MPLX MPLX LP Energy 596,042.0 $33.6M 0.22% +594K +10000.0% $56.33 +3.8%
85 ET ENERGY TRANSFER L P Energy 1,743,645.0 $33.3M 0.22% +1.7M +3298.0% $19.12 +10.3%
86 EMR EMERSON ELEC CO Industrials 228,415.0 $32.7M 0.22% +217K +1943.2% $143.15 +10.1%
87 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 34,743.0 $32.5M 0.21% +25K +249.8% $935.44 +3.8%
88 GE GE AEROSPACE Industrials 86,629.0 $32.4M 0.21% +77K +767.4% $373.73 -8.5%
89 MCD MCDONALDS CORP Consumer Cyclical 119,544.0 $32.3M 0.21% +101K +556.3% $270.31 +0.8%
90 VXUS VANGUARD STAR FDS 377,384.0 $32.3M 0.21% +120K +46.6% $85.49 +2.0%
91 KO COCA COLA CO Consumer Defensive 388,999.0 $31.6M 0.21% +338K +658.0% $81.27 +13.2%
92 FIXD FIRST TR EXCHNG TRADED FD VI 723,246.0 $31.5M 0.21% +84K +13.2% $43.61 -1.8%
93 IJK ISHARES TR 257,702.0 $30.3M 0.20% +80K +45.1% $117.50 -2.7%
94 IMCG ISHARES TR 305,921.0 $30.1M 0.20% +17K +5.8% $98.30 -0.7%
95 CME CME GROUP INC Financial Services 133,725.0 $29.5M 0.20% +97K +269.0% $220.83 +26.4%
96 DFIC DIMENSIONAL ETF TRUST 775,401.0 $28.9M 0.19% +64K +9.0% $37.26 +5.6%
97 IWS ISHARES TR 175,240.0 $28.8M 0.19% +47K +36.6% $164.60 +4.4%
98 QQQM INVESCO EXCH TRADED FD TR II 95,196.0 $28.8M 0.19% +64K +201.3% $302.97 -4.0%
99 IWF ISHARES TR 229,436.0 $28.5M 0.19% +222K +2888.2% $124.17 -2.5%
100 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 59,468.0 $28.4M 0.19% +48K +405.9% $477.57 -14.1%
Page 5 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%