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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 75 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 TH TARGET HOSPITALITY CORP Industrials 21,164.0 $431K 0.00% +813.0 +4.0% $20.36 -8.9%
1482 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,275.0 $430K 0.00% +3K +564.3% $131.43 +5.2%
1483 KLTR KALTURA INC Technology 331,017.0 $430K 0.00% +331K +10000.0% $1.30 +23.1%
1484 TRU TRANSUNION Industrials 5,964.0 $430K 0.00% +2K +64.6% $72.14 +18.8%
1485 SPMB SPDR SERIES TRUST 19,268.0 $430K 0.00% +15K +392.9% $22.31 -1.4%
1486 EVEREST GROUP LTD 1,201.0 $429K 0.00% +1K +1138.1% $357.23
1487 MARW AIM ETF PRODUCTS TRUST 11,881.0 $429K 0.00% +10K +577.8% $36.11 +1.7%
1488 SWKS SKYWORKS SOLUTIONS INC Technology 6,326.0 $429K 0.00% +4K +204.0% $67.80 -3.0%
1489 HELE HELEN OF TROY LTD Consumer Defensive 14,740.0 $428K 0.00% +15K +7910.9% $29.07 -1.5%
1490 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,732.0 $427K 0.00% +2K +198.1% $114.41 -15.8%
1491 IONQ IONQ INC Technology 7,982.0 $425K 0.00% +5K +147.7% $53.26 -26.4%
1492 EXPD EXPEDITORS INTL WASH INC Industrials 2,607.0 $425K 0.00% +1K +111.8% $162.98 +17.2%
1493 GCBC GREENE CNTY BANCORP INC Financial Services 12,627.0 $424K 0.00% +13K +10000.0% $33.59 +3.8%
1494 HRL HORMEL FOODS CORP Consumer Defensive 17,084.0 $424K 0.00% +6K +49.8% $24.82 -13.1%
1495 PJUL INNOVATOR ETFS TRUST 8,670.0 $423K 0.00% +2K +24.0% $48.81 +1.9%
1496 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 36,035.0 $423K 0.00% +19K +112.7% $11.74 -4.3%
1497 ESNT ESSENT GROUP LTD Financial Services 6,567.0 $422K 0.00% +6K +1100.5% $64.28 +7.2%
1498 RRX REGAL REXNORD CORPORATION Industrials 1,765.0 $420K 0.00% +1K +238.8% $238.19 -33.9%
1499 PFS PROVIDENT FINL SVCS INC Financial Services 17,681.0 $418K 0.00% +17K +4150.2% $23.64 -0.5%
1500 AXON AXON ENTERPRISE INC Industrials 820.0 $417K 0.00% +763.0 +1338.6% $508.25 +18.2%
Page 75 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%