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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 80 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 MSBI MIDLAND STATES BANCORP INC Financial Services 11,527.0 $359K 0.00% +11K +2087.3% $31.14 +6.0%
1582 UYG PROSHARES TR 4,182.0 $358K 0.00% +2K +100.0% $85.57 +15.9%
1583 JBLU JETBLUE AIRWAYS CORP Industrials 62,265.0 $357K 0.00% +52K +534.4% $5.73 -16.2%
1584 AMPL AMPLITUDE INC Technology 46,582.0 $356K 0.00% +46K +4392.0% $7.65 +86.9%
1585 IDCC INTERDIGITAL INC Technology 1,258.0 $356K 0.00% +1K +853.0% $283.13 +18.4%
1586 EWA ISHARES INC 12,647.0 $356K 0.00% +592.0 +4.9% $28.16 +6.5%
1587 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,570.0 $356K 0.00% +2K +4031.6% $226.81 -40.4%
1588 SPSB SPDR SERIES TRUST 11,852.0 $356K 0.00% +9K +368.5% $30.01 -0.3%
1589 DRH DIAMONDROCK HOSPITALITY CO Real Estate 29,188.0 $356K 0.00% +28K +3262.7% $12.18 +4.3%
1590 AMBA AMBARELLA INC Technology 4,128.0 $354K 0.00% +4K +1304.1% $85.80 -17.7%
1591 UNF UNIFIRST CORP MASS Industrials 1,337.0 $354K 0.00% +651.0 +94.9% $264.58 +6.5%
1592 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 20,409.0 $353K 0.00% +19K +1126.5% $17.31 +1.3%
1593 TTEK TETRA TECH INC NEW Industrials 12,223.0 $353K 0.00% +9K +254.0% $28.89 +26.5%
1594 OGN ORGANON & CO Healthcare 25,991.0 $352K 0.00% +1K +5.5% $13.54 +1.6%
1595 LII LENNOX INTL INC Industrials 613.0 $351K 0.00% +574.0 +1471.8% $572.95 -31.3%
1596 SMMT SUMMIT THERAPEUTICS INC Healthcare 24,044.0 $350K 0.00% +24K +10000.0% $14.57 -5.8%
1597 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,501.0 $350K 0.00% +116.0 +8.4% $233.20 +0.8%
1598 KURA KURA ONCOLOGY INC Healthcare 31,875.0 $350K 0.00% +31K +6006.3% $10.97 +15.4%
1599 TNK TEEKAY TANKERS LTD Energy 5,364.0 $348K 0.00% +5K +2595.5% $64.87 +36.7%
1600 VALE VALE S A Basic Materials 23,133.0 $348K 0.00% +2K +8.3% $15.04 -0.1%
Page 80 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%