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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 56 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PNOV INNOVATOR ETFS TRUST 21,715.0 $963K 0.01% +14K +173.3% $44.35 +2.5%
1102 ROL ROLLINS INC Consumer Cyclical 23,071.0 $963K 0.01% +19K +452.6% $41.74 -13.9%
1103 TD TORONTO DOMINION BK ONT Financial Services 7,926.0 $962K 0.01% +6K +386.6% $121.42 -0.3%
1104 INSW INTERNATIONAL SEAWAYS INC Energy 12,561.0 $962K 0.01% +12K +7512.7% $76.59 +29.6%
1105 VRSK VERISK ANALYTICS INC Industrials 5,347.0 $960K 0.01% +4K +263.5% $179.54 +6.4%
1106 DLTR DOLLAR TREE INC Consumer Defensive 7,921.0 $958K 0.01% +6K +432.3% $120.95 +5.0%
1107 INTERNATIONAL BANCSHARES COR 12,463.0 $947K 0.01% +12K +10000.0% $75.95
1108 ICLN ISHARES TR 46,065.0 $944K 0.01% +19K +73.0% $20.49 -13.0%
1109 FEZ SPDR INDEX SHS FDS 13,736.0 $943K 0.01% +13K +3116.9% $68.68 +3.9%
1110 UNM UNUM GROUP Financial Services 10,539.0 $942K 0.01% +3K +46.7% $89.40 +3.4%
1111 COHR COHERENT CORP Technology 2,387.0 $942K 0.01% +2K +416.7% $394.47 -25.1%
1112 IBB ISHARES TR 4,914.0 $935K 0.01% +3K +195.1% $190.19 +12.9%
1113 TRP TC ENERGY CORP Energy 14,040.0 $931K 0.01% +13K +857.7% $66.29 -6.4%
1114 WTM WHITE MTNS INS GROUP LTD Financial Services 447.0 $929K 0.01% +172.0 +62.5% $2077.78 +2.4%
1115 J JACOBS SOLUTIONS INC Industrials 7,271.0 $916K 0.01% +3K +64.0% $126.00 +19.5%
1116 ST SENSATA TECHNOLOGIES HLDG PL Technology 19,168.0 $915K 0.01% +10K +108.4% $47.74 -11.0%
1117 BUCK SIMPLIFY EXCHANGE TRADED FUN 39,021.0 $914K 0.01% +7K +21.1% $23.42 -0.4%
1118 IDXX IDEXX LABS INC Healthcare 1,735.0 $913K 0.01% +2K +3370.0% $526.44 +3.5%
1119 BR BROADRIDGE FINL SOLUTIONS IN Technology 6,662.0 $912K 0.01% +4K +204.3% $136.95 +33.7%
1120 CR CRANE COMPANY Industrials 4,085.0 $911K 0.01% +4K +632.1% $223.07 -6.3%
Page 56 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%