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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 72 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 NMR NOMURA HLDGS INC Financial Services 56,029.0 $492K 0.00% +51K +1028.9% $8.78 +17.3%
1422 WKC WORLD KINECT CORPORATION Energy 14,848.0 $489K 0.00% +14K +2654.7% $32.94 +7.6%
1423 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 20,450.0 $488K 0.00% +20K +5676.8% $23.88 -1.0%
1424 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 8,080.0 $487K 0.00% +6K +326.2% $60.22 +23.5%
1425 RYANAIR HOLDINGS PLC 7,430.0 $481K 0.00% +7K +817.3% $64.76
1426 IRT INDEPENDENCE RLTY TR INC Real Estate 28,814.0 $481K 0.00% +27K +1323.6% $16.69 -2.3%
1427 METL SPROTT FDS TR 18,615.0 $479K 0.00% +154.0 +0.8% $25.72 +13.2%
1428 GOOD GLADSTONE COMMERCIAL CORP Real Estate 38,608.0 $475K 0.00% +17K +81.3% $12.30 +5.8%
1429 MSM MSC INDL DIRECT INC Industrials 3,986.0 $474K 0.00% +435.0 +12.2% $118.95 +0.2%
1430 MTD METTLER TOLEDO INTERNATIONAL Healthcare 371.0 $474K 0.00% +370.0 +10000.0% $1277.51 +9.5%
1431 EAT BRINKER INTL INC Consumer Cyclical 2,821.0 $474K 0.00% +3K +5777.1% $168.00 +37.0%
1432 ALGM ALLEGRO MICROSYSTEMS INC Technology 6,799.0 $473K 0.00% +426.0 +6.7% $69.62 -48.6%
1433 MZTI MARZETTI COMPANY Consumer Defensive 4,142.0 $473K 0.00% +3K +213.8% $114.18 +0.6%
1434 LDUR PIMCO ETF TR 4,943.0 $473K 0.00% +2K +84.2% $95.61 -0.4%
1435 WSO WATSCO INC Industrials 1,133.0 $472K 0.00% +887.0 +360.6% $416.85 -25.5%
1436 COMP COMPASS INC Technology 38,303.0 $472K 0.00% +36K +1508.7% $12.33 -11.0%
1437 STE STERIS PLC Healthcare 2,234.0 $470K 0.00% +2K +228.5% $210.60 +11.0%
1438 NXT NEXTPOWER INC Technology 3,946.0 $470K 0.00% +3K +422.0% $119.14 -28.3%
1439 DAN DANA INC Consumer Cyclical 17,212.0 $468K 0.00% +9K +108.8% $27.21 +11.5%
1440 AX AXOS FINANCIAL INC Financial Services 4,803.0 $468K 0.00% +4K +336.6% $97.39 +0.5%
Page 72 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%