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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 69 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 AIM ETF PRODUCTS TRUST 19,440.0 $568K 0.00% +3K +15.1% $29.23
1362 BOH BANK HAWAII CORP Financial Services 6,943.0 $566K 0.00% +4K +140.2% $81.49 -5.2%
1363 IFLR INNOVATOR ETFS TRUST 10,604.0 $563K 0.00% +4K +58.0% $53.05 +2.6%
1364 SLRC SLR INVESTMENT CORP Financial Services 45,468.0 $562K 0.00% +45K +5014.5% $12.37 +0.9%
1365 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,891.0 $560K 0.00% +6K +111.1% $47.13 -9.5%
1366 BKU BANKUNITED INC Financial Services 11,479.0 $556K 0.00% +11K +3688.4% $48.45 -3.9%
1367 AIM ETF PRODUCTS TRUST 17,311.0 $555K 0.00% +3K +17.2% $32.09
1368 ACIW ACI WORLDWIDE INC Technology 11,022.0 $554K 0.00% +6K +140.6% $50.29 +7.8%
1369 NOK NOKIA CORP Technology 41,677.0 $553K 0.00% +35K +502.7% $13.28 -20.3%
1370 SOLV SOLVENTUM CORP Healthcare 7,173.0 $553K 0.00% +6K +718.8% $77.15 +17.9%
1371 WD WALKER &DUNLOP INC Financial Services 10,112.0 $553K 0.00% +10K +8848.7% $54.70 -26.4%
1372 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 8,874.0 $549K 0.00% +8K +731.7% $61.82 -8.1%
1373 DFAR DIMENSIONAL ETF TRUST 20,903.0 $547K 0.00% +20K +3881.5% $26.16 +0.5%
1374 LKQ LKQ CORP Consumer Cyclical 20,681.0 $545K 0.00% +15K +277.1% $26.33 -3.7%
1375 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 69,092.0 $544K 0.00% +55K +403.5% $7.88 -5.2%
1376 AIM ETF PRODUCTS TRUST 16,415.0 $544K 0.00% +2K +15.9% $33.13
1377 AVT AVNET INC Technology 6,114.0 $543K 0.00% +2K +47.1% $88.82 +3.0%
1378 IHF ISHARES TR 9,765.0 $540K 0.00% +8K +585.3% $55.33 +3.5%
1379 DTM DT MIDSTREAM INC Energy 3,654.0 $536K 0.00% +4K +2402.7% $146.74 -10.3%
1380 AIM ETF PRODUCTS TRUST 16,904.0 $536K 0.00% +2K +16.5% $31.70
Page 69 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%