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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 82 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 SUSC ISHARES TR 14,389.0 $333K 0.00% +14K +10000.0% $23.15 -1.9%
1622 EPAM EPAM SYS INC Technology 4,192.0 $333K 0.00% +3K +277.7% $79.33 +44.7%
1623 INTA INTAPP INC Technology 13,183.0 $332K 0.00% +13K +2698.9% $25.21 +72.4%
1624 CRCL CIRCLE INTERNET GROUP INC Financial Services 5,286.0 $331K 0.00% +5K +1012.8% $62.63 +39.1%
1625 EMLC VANECK ETF TRUST 12,949.0 $331K 0.00% +7K +101.9% $25.56 +0.0%
1626 AZTA AZENTA INC Healthcare 12,967.0 $331K 0.00% +13K +3736.4% $25.52 +29.1%
1627 KMPR KEMPER CORP Financial Services 12,223.0 $330K 0.00% +10K +484.0% $26.96 +3.6%
1628 AGZ ISHARES TR 3,006.0 $328K 0.00% +676.0 +29.0% $109.28 -0.8%
1629 JXN JACKSON FINANCIAL INC Financial Services 3,192.0 $327K 0.00% +1K +82.6% $102.39 +31.0%
1630 NU NU HLDGS LTD Financial Services 24,460.0 $327K 0.00% +12K +91.8% $13.36 +7.0%
1631 CDP COPT DEFENSE PROPERTIES Real Estate 8,969.0 $326K 0.00% +9K +2659.7% $36.39 +0.5%
1632 BLBD BLUE BIRD CORP Consumer Cyclical 4,128.0 $326K 0.00% +4K +1751.1% $78.96 -25.0%
1633 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 34,918.0 $326K 0.00% +17K +100.0% $9.33 -3.0%
1634 IAC PEOPLE INC Technology 7,054.0 $326K 0.00% +7K +2012.0% $46.16 -0.0%
1635 ALRM ALARM COM HLDGS INC Technology 6,961.0 $325K 0.00% +7K +9844.3% $46.72 +23.0%
1636 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 78,106.0 $325K 0.00% +23K +40.7% $4.16 +92.5%
1637 DX DYNEX CAP INC Real Estate 24,768.0 $325K 0.00% +24K +2529.3% $13.11 -1.5%
1638 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,413.0 $324K 0.00% +4K +5031.4% $73.45 +21.5%
1639 QBTS D-WAVE QUANTUM INC Technology 13,434.0 $322K 0.00% +8K +137.3% $23.99 -29.1%
1640 EQNR EQUINOR ASA Energy 10,137.0 $318K 0.00% +8K +389.9% $31.40 +31.8%
Page 82 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%