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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 65 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 DMRC DIGIMARC CORP NEW Technology 841.0 $4K +99.0 +13.3% $4.91 +178.6%
1282 NAGE Niagen Bioscience Inc Healthcare 936.0 $4K +933.0 +10000.0% $4.41 -17.0%
1283 KBWB INVESCO EXCH TRADED FD TR II 52.0 $4K +22.0 +73.3% $79.13 +9.3%
1284 RBB RBB BANCORP Financial Services 191.0 $4K +108.0 +130.1% $21.37 +11.2%
1285 AGIO AGIOS PHARMACEUTICALS INC Healthcare 120.0 $4K +41.0 +51.9% $33.84 -16.8%
1286 CCS CENTURY COMMUNITIES INC Consumer Cyclical 244.0 $4K +139.0 +132.4% $16.46 +215.6%
1287 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 287.0 $4K +27.0 +10.4% $13.85 -9.0%
1288 RZLT Rezolute Inc Healthcare 1,296.0 $4K +1K +10000.0% $3.05 +6.6%
1289 SFL SFL CORPORATION LTD Industrials 362.0 $4K +154.0 +74.0% $10.79 +13.8%
1290 XOVR ENTREPRENEURSHARES SERIES TR 231.0 $4K +131.0 +131.0% $16.89 +15.6%
1291 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 371.0 $4K +75.0 +25.3% $10.48 +9.6%
1292 PHIN PHINIA INC Consumer Cyclical 52.0 $4K +33.0 +173.7% $74.37 +0.6%
1293 CORZ CORE SCIENTIFIC INC NEW Technology 96.0 $4K +60.0 +166.7% $40.10 -37.0%
1294 CLFD Clearfield Inc Technology 71.0 $4K +68.0 +2266.7% $54.15 -19.3%
1295 LILAK LIBERTY LATIN AMERICA LTD Communication Services 434.0 $4K +137.0 +46.1% $8.82 -9.0%
1296 FLGT FULGENT GENETICS INC Healthcare 240.0 $4K +115.0 +92.0% $15.90 +7.6%
1297 ALIT ALIGHT INC COM CL A Technology 6,485.0 $4K +6K +2624.8% $0.58 +40.4%
1298 TDC TERADATA CORP DEL Technology 68.0 $4K +33.0 +94.3% $55.40 -39.6%
1299 ZIP Ziprecruiter Inc Cl A Industrials 2,037.0 $4K +2K +441.8% $1.84 +71.2%
1300 RDVT RED VIOLET INC Technology 108.0 $4K +90.0 +500.0% $34.61 +46.3%
Page 65 of 78  ·  1,542 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
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%