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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 63 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 NWL NEWELL BRANDS INC Consumer Defensive 113,641.0 $698K 0.01% +105K +1293.3% $6.14 -4.2%
1242 RITM RITHM CAPITAL CORP Real Estate 74,038.0 $695K 0.01% +61K +478.1% $9.39 +6.6%
1243 AVB AVALONBAY CMNTYS INC Real Estate 3,671.0 $693K 0.01% +3K +429.0% $188.69 -2.5%
1244 HRB BLOCK H & R INC Consumer Cyclical 18,184.0 $692K 0.01% +18K +3853.0% $38.08 +37.9%
1245 RXT RACKSPACE TECHNOLOGY INC Technology 105,804.0 $691K 0.01% +105K +10000.0% $6.53 -48.2%
1246 STIP ISHARES TR 6,745.0 $689K 0.01% +6K +848.7% $102.15 -1.2%
1247 SH PROSHARES TR 20,762.0 $686K 0.01% +10K +100.0% $33.02 -2.3%
1248 BFEB INNOVATOR ETFS TRUST 13,019.0 $685K 0.01% +938.0 +7.8% $52.64 +2.6%
1249 LIT GLOBAL X FDS 8,753.0 $685K 0.01% +2K +37.8% $78.28 -1.5%
1250 DRS LEONARDO DRS INC Industrials 16,014.0 $683K 0.01% +14K +853.2% $42.67 -8.8%
1251 EL LAUDER ESTEE COS INC Consumer Defensive 8,640.0 $682K 0.01% +8K +1415.8% $78.95 +34.5%
1252 BOND PIMCO ETF TR 7,386.0 $681K 0.01% +6K +530.2% $92.21 -1.4%
1253 EMN EASTMAN CHEM CO Basic Materials 10,162.0 $681K 0.01% +7K +232.7% $66.98 +8.5%
1254 BRLN BLACKROCK ETF TRUST II 13,322.0 $678K 0.00% +9K +191.3% $50.90 -0.2%
1255 BNOV INNOVATOR ETFS TRUST 14,124.0 $675K 0.00% +1K +10.1% $47.81 +3.0%
1256 GO GROCERY OUTLET HLDG CORP Consumer Defensive 67,601.0 $675K 0.00% +65K +2134.0% $9.98 +17.2%
1257 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,993.0 $674K 0.00% +2K +927.3% $338.15 +0.1%
1258 EXP EAGLE MATLS INC Basic Materials 2,993.0 $673K 0.00% +3K +2645.9% $225.00 -12.1%
1259 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 20,160.0 $673K 0.00% +19K +1238.7% $33.39 -21.4%
1260 LIBERTY GLOBAL LTD 59,127.0 $672K 0.00% +57K +3023.4% $11.37
Page 63 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%