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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 89 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 KRNY KEARNY FINL CORP MD Financial Services 25,867.0 $245K 0.00% +25K +2151.3% $9.46 +3.8%
1762 SMLF ISHARES TR 2,735.0 $244K 0.00% +2K +222.9% $89.15 -1.0%
1763 IMMUNITYBIO INC 27,788.0 $243K 0.00% +26K +1398.0% $8.76
1764 ALRS ALERUS FINL CORP Financial Services 7,817.0 $243K 0.00% +8K +2989.7% $31.10 +6.5%
1765 RIG TRANSOCEAN LTD Energy 49,697.0 $243K 0.00% +8K +19.0% $4.89 +18.6%
1766 EVER EVERQUOTE INC Communication Services 10,212.0 $243K 0.00% +10K +2009.9% $23.79 +7.9%
1767 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,836.0 $243K 0.00% +2K +90.5% $63.24 +25.2%
1768 MMSI MERIT MED SYS INC Healthcare 3,488.0 $242K 0.00% +3K +1561.0% $69.34 +30.5%
1769 WRLD WORLD ACCEP CORPORATION Financial Services 1,079.0 $242K 0.00% +984.0 +1035.8% $223.83 -15.9%
1770 IDA IDACORP INC Utilities 1,595.0 $241K 0.00% +480.0 +43.0% $151.30 -10.3%
1771 NWS NEWS CORP NEW 8,581.0 $241K 0.00% +7K +459.0% $28.06
1772 GPN GLOBAL PMTS INC Industrials 3,308.0 $240K 0.00% +3K +691.4% $72.56 +26.5%
1773 PRGO PERRIGO CO PLC Healthcare 22,986.0 $239K 0.00% +22K +1972.7% $10.39 +39.4%
1774 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,779.0 $239K 0.00% +97.0 +1.4% $35.22 +4.7%
1775 RLI RLI CORP Financial Services 4,034.0 $238K 0.00% +4K +1793.9% $59.07 +8.9%
1776 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,156.0 $238K 0.00% +769.0 +55.4% $110.27 -1.3%
1777 CMC COMMERCIAL METALS CO Basic Materials 3,780.0 $237K 0.00% +4K +5150.0% $62.75 +7.8%
1778 CELH CELSIUS HLDGS INC Consumer Defensive 8,096.0 $237K 0.00% +8K +3087.4% $29.28 +12.6%
1779 CNA CNA FINL CORP Financial Services 4,872.0 $237K 0.00% +5K +1766.7% $48.61 +1.4%
1780 JCPB J P MORGAN EXCHANGE TRADED F 5,038.0 $236K 0.00% +3K +156.0% $46.94 -1.5%
Page 89 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%