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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 70 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 126,966.0 $535K 0.00% +125K +7355.4% $4.21 +0.7%
1382 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 10,712.0 $534K 0.00% +9K +652.2% $49.86 +7.7%
1383 TDY TELEDYNE TECHNOLOGIES INC Technology 797.0 $532K 0.00% +462.0 +137.9% $666.90 -6.1%
1384 GLOBUS MED INC 6,725.0 $531K 0.00% +3K +77.3% $79.01
1385 RVMD REVOLUTION MEDICINES INC Healthcare 2,835.0 $531K 0.00% +3K +1577.5% $187.28 +18.1%
1386 BROS DUTCH BROS INC Consumer Cyclical 7,378.0 $530K 0.00% +7K +1878.0% $71.81 -29.4%
1387 ICOW PACER FDS TR 12,638.0 $526K 0.00% +6K +100.0% $41.63 +9.1%
1388 MKL MARKEL GROUP INC Financial Services 269.0 $525K 0.00% +250.0 +1315.8% $1953.02 -7.5%
1389 SCZ ISHARES TR 6,382.0 $525K 0.00% +4K +172.6% $82.28 +6.3%
1390 RMD RESMED INC Healthcare 2,680.0 $522K 0.00% +2K +722.1% $194.91 +21.0%
1391 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 20,126.0 $522K 0.00% +20K +5553.4% $25.95 +36.2%
1392 FREL FIDELITY COVINGTON TRUST 17,755.0 $520K 0.00% +18K +8561.0% $29.30 +1.2%
1393 FIRST HAWAIIAN INC 17,747.0 $520K 0.00% +17K +1595.0% $29.30
1394 STAG STAG INDUSTRIAL INC Real Estate 13,621.0 $518K 0.00% +10K +297.8% $38.06 -2.6%
1395 DWM WISDOMTREE TR 7,076.0 $518K 0.00% +4K +131.5% $73.21 +4.3%
1396 VSNT VERSANT MEDIA GROUP INC Industrials 14,336.0 $516K 0.00% +13K +929.1% $36.01 +9.6%
1397 AVPT AVEPOINT INC Technology 46,004.0 $516K 0.00% +45K +7710.5% $11.21 +27.6%
1398 SFM SPROUTS FMRS MKT INC Consumer Defensive 6,094.0 $515K 0.00% +5K +336.9% $84.58 -4.2%
1399 NEWSMAX INC 62,142.0 $515K 0.00% +40K +181.3% $8.28
1400 CRL CHARLES RIV LABS INTL INC Healthcare 2,264.0 $513K 0.00% +2K +214.0% $226.79 +30.7%
Page 70 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%