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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 19 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Status
361 BILL BILL HOLDINGS INC Technology 58 $3K SOLD
362 NATIONAL CINEMEDIA INC 808 $3K SOLD
363 CMP COMPASS MINERALS INTL INC Basic Materials 159 $3K SOLD
364 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 155 $3K SOLD
365 STVN STEVANATO GROUP S P A ORD SHS Healthcare 151 $3K SOLD
366 MIDWESTONE FINL GROUP INC NE 78 $3K SOLD
367 NIOCORP DEVS LTD 565 $3K SOLD
368 USA LIBERTY ALL-STAR EQUITY FUND Financial Services 469 $3K SOLD
369 HIMS HIMS &HERS HEALTH INC COM CL A Healthcare 90 $3K SOLD
370 BLCN SIREN NEXGEN ECONOMY ETF 121 $3K SOLD
371 ATHM AUTOHOME INC SP ADS RP CL A Communication Services 130 $3K SOLD
372 VYX NCR VOYIX CORPORATION Technology 283 $3K SOLD
373 KYMR KYMERA THERAPEUTICS INC Healthcare 37 $3K SOLD
374 UPLD UPLAND SOFTWARE INC COM Technology 2,000 $3K SOLD
375 ALV AUTOLIV INC COM Consumer Cyclical 24 $3K SOLD
376 VRRM VERRA MOBILITY CORP Technology 126 $3K SOLD
377 DHC DIVERSIFIED HEALTHCARE TR Real Estate 579 $3K SOLD
378 SKYWARD SPECIALTY INS GROUP 54 $3K SOLD
379 FG NEXUS INC. 1,000 $3K SOLD
380 CROX CROCS INC Consumer Cyclical 32 $3K SOLD
Page 19 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%