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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 50 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FISV FISERV INC Technology 25,554.0 $1.3M 0.01% +16K +177.2% $49.05 +7.0%
982 GWRE GUIDEWIRE SOFTWARE INC Technology 10,162.0 $1.3M 0.01% +4K +57.3% $123.05 +62.3%
983 NWSA NEWS CORP NEW Communication Services 50,316.0 $1.2M 0.01% +49K +4153.2% $24.83 +25.1%
984 CLX CLOROX CO DEL Consumer Defensive 13,076.0 $1.2M 0.01% +12K +2116.3% $95.44 +8.7%
985 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 72,440.0 $1.2M 0.01% +66K +1038.5% $17.20 -1.6%
986 GTES GATES INDL CORP PLC Industrials 44,358.0 $1.2M 0.01% +23K +104.0% $27.97 -5.2%
987 MAN MANPOWERGROUP INC WIS Industrials 36,674.0 $1.2M 0.01% +29K +378.3% $33.77 +84.2%
988 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 117,144.0 $1.2M 0.01% +115K +5115.7% $10.57 +8.7%
989 VFC V F CORP Consumer Cyclical 74,095.0 $1.2M 0.01% +58K +366.4% $16.68 -18.2%
990 VCR VANGUARD WORLD FD 3,116.0 $1.2M 0.01% +3K +10000.0% $396.59 -1.6%
991 KVUE KENVUE INC Consumer Defensive 64,558.0 $1.2M 0.01% +62K +2191.7% $19.11 +0.1%
992 FEX FIRST TR EXCHANGE-TRADED ALP 8,698.0 $1.2M 0.01% +4K +71.8% $139.87 -0.2%
993 ARTY ISHARES TR 15,908.0 $1.2M 0.01% +15K +1419.4% $76.16 -1.0%
994 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 10,705.0 $1.2M 0.01% +9K +690.6% $112.75 +14.8%
995 FNF FIDELITY NATL FINL INC Financial Services 25,582.0 $1.2M 0.01% +20K +379.3% $47.16 +0.5%
996 CORPAY INC 3,601.0 $1.2M 0.01% +3K +1836.0% $333.27
997 ACWX ISHARES TR 15,708.0 $1.2M 0.01% +14K +791.0% $76.11 +2.2%
998 TECK TECK RESOURCES LTD Basic Materials 20,100.0 $1.2M 0.01% +18K +931.8% $59.46 +18.7%
999 SCHZ SCHWAB STRATEGIC TR 51,668.0 $1.2M 0.01% +43K +464.1% $23.13 -1.2%
1000 LINE LINEAGE INC Real Estate 27,582.0 $1.2M 0.01% +26K +1950.7% $43.25 -7.7%
Page 50 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%