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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 77 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BMO BANK MONTREAL MEDIUM Financial Services 2,291.0 $405K 0.00% +2K +420.7% $176.71 -2.7%
1522 NVCR NOVOCURE LTD Healthcare 26,690.0 $404K 0.00% +7K +36.1% $15.15 +17.6%
1523 IYK ISHARES TR 5,546.0 $403K 0.00% +5K +721.6% $72.66 +3.4%
1524 CCC CCC INTELLIGENT SOLUTIONS HL Technology 77,843.0 $402K 0.00% +12K +18.7% $5.16 +45.2%
1525 LPG DORIAN LPG LTD Energy 11,538.0 $401K 0.00% +11K +2127.4% $34.78 +43.1%
1526 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 22,803.0 $400K 0.00% +21K +1204.5% $17.56 +16.9%
1527 MILLROSE PPTYS INC 13,292.0 $399K 0.00% +13K +3435.1% $30.05
1528 ILCV ISHARES TR 3,943.0 $399K 0.00% +3K +194.7% $101.23 +7.4%
1529 FORM FORMFACTOR INC Technology 2,483.0 $397K 0.00% +2K +478.8% $159.93 -36.4%
1530 SWX SOUTHWEST GAS HLDGS INC Utilities 4,462.0 $396K 0.00% +4K +1798.7% $88.68 +0.5%
1531 RPG INVESCO EXCHANGE TRADED FD T 6,194.0 $395K 0.00% +5K +648.1% $63.85 -10.6%
1532 HQY HEALTHEQUITY INC Healthcare 4,376.0 $395K 0.00% +4K +866.0% $90.33 +6.7%
1533 CUZ COUSINS PPTYS INC Real Estate 13,181.0 $395K 0.00% +12K +686.9% $29.98 -1.8%
1534 NTB BANK OF N T BUTTERFIELD & SO Financial Services 6,640.0 $395K 0.00% +5K +430.8% $59.50 -0.3%
1535 TTMI TTM TECHNOLOGIES INC Technology 2,103.0 $393K 0.00% +2K +271.6% $187.02 -36.6%
1536 DVA DAVITA INC Healthcare 1,767.0 $393K 0.00% +2K +1599.0% $222.47 -18.8%
1537 PCY INVESCO EXCH TRADED FD TR II 18,156.0 $393K 0.00% +18K +10000.0% $21.65 -2.7%
1538 FEDERATED HERMES INC 7,111.0 $393K 0.00% +7K +10000.0% $55.22
1539 ARDX ARDELYX INC Healthcare 76,931.0 $392K 0.00% +77K +10000.0% $5.10 -25.3%
1540 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,508.0 $392K 0.00% +3K +359.8% $111.79 -9.8%
Page 77 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%