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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 18 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Status
341 PDFS PDF SOLUTIONS INC Technology 131 $4K SOLD
342 YPF YPF SOCIEDAD ANONIM ADR REP 1 CL D ORD Energy 100 $4K SOLD
343 VESTA REAL ESTATE CORP ADS 118 $4K SOLD
344 TFIN TRIUMPH FINANCIAL INC Financial Services 55 $3K SOLD
345 TRUP TRUPANION INC Financial Services 92 $3K SOLD
346 MIDDLEFIELD BANC CORP 99 $3K SOLD
347 RRR RED ROCK RESORTS INC Consumer Cyclical 55 $3K SOLD
348 FBNC FIRST BANCORP N C Financial Services 66 $3K SOLD
349 GNL GLOBAL NET LEASE INC Real Estate 389 $3K SOLD
350 RCKY ROCKY BRANDS INC Consumer Cyclical 113 $3K SOLD
351 NWE NORTHWESTERN ENERGY GROUP IN Utilities 51 $3K SOLD
352 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 32 $3K SOLD
353 MOMO HELLO GROUP INC SPON ADS EACH REP 2 ORD SHS CL A Communication Services 500 $3K SOLD
354 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 53 $3K SOLD
355 AIR AAR CORP Industrials 39 $3K SOLD
356 SNBR SLEEP NUMBER CORP Consumer Cyclical 381 $3K SOLD
357 MIST MILESTONE PHARMACEUTICALS INC COM NPV Healthcare 1,591 $3K SOLD
358 EPC EDGEWELL PERS CARE CO COM Consumer Defensive 188 $3K SOLD
359 NVEC NVE CORP Technology 54 $3K SOLD
360 ARRY ARRAY TECHNOLOGIES INC Energy 346 $3K SOLD
Page 18 of 36  ·  716 positions
Sector Allocation
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%