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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 90 of 164  ·  3,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 TRMB TRIMBLE INC Technology 4,618.0 $236K 0.00% +4K +383.6% $51.18 +19.2%
1782 SLF SUN LIFE FINANCIAL INC. Financial Services 2,991.0 $235K 0.00% +3K +540.5% $78.42 +0.4%
1783 LEU CENTRUS ENERGY CORP Energy 1,392.0 $234K 0.00% +669.0 +92.5% $167.87 +4.7%
1784 SYNA SYNAPTICS INC Technology 1,877.0 $233K 0.00% +2K +641.9% $124.23 -23.5%
1785 FAF FIRST AMERN FINL CORP Financial Services 3,399.0 $233K 0.00% +530.0 +18.5% $68.59 +8.6%
1786 EXPO EXPONENT INC Industrials 3,955.0 $232K 0.00% +3K +441.0% $58.76 +21.7%
1787 NEOG NEOGEN CORP Healthcare 25,823.0 $232K 0.00% +25K +5137.9% $8.99 +29.7%
1788 AUPH AURINIA PHARMACEUTICALS INC Healthcare 13,674.0 $232K 0.00% +13K +2368.2% $16.97 -4.0%
1789 MDLN MEDLINE INC Healthcare 5,882.0 $232K 0.00% +6K +10000.0% $39.44 -10.5%
1790 LYFT LYFT INC Technology 15,872.0 $232K 0.00% +9K +130.7% $14.61 +21.1%
1791 WABC WESTAMERICA BANCORPORATION Financial Services 3,951.0 $232K 0.00% +4K +2643.8% $58.67 -1.0%
1792 SPHD INVESCO EXCH TRADED FD TR II 4,559.0 $232K 0.00% +2K +76.6% $50.84 +3.9%
1793 QRVO QORVO INC Technology 2,478.0 $231K 0.00% +1K +130.7% $93.27 +1.6%
1794 RGNX REGENXBIO INC Healthcare 19,256.0 $231K 0.00% +19K +2495.2% $11.98 -19.4%
1795 AVNT AVIENT CORPORATION Basic Materials 6,200.0 $229K 0.00% +6K +871.8% $36.96 +20.9%
1796 COWG PACER FDS TR 5,703.0 $229K 0.00% +6K +3420.4% $40.15 -0.3%
1797 RXO RXO INC Industrials 8,213.0 $227K 0.00% +8K +1201.6% $27.59 -20.6%
1798 SEM SELECT MED HLDGS CORP Healthcare 13,693.0 $226K 0.00% +11K +462.1% $16.51 +0.0%
1799 RVTY REVVITY INC Healthcare 2,024.0 $225K 0.00% +2K +1295.9% $111.23 +15.8%
1800 FMC FMC CORP Basic Materials 19,562.0 $225K 0.00% +18K +1023.6% $11.50 -1.5%
Page 90 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%