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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 22 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Status
421 ALX ALEXANDERS INC Real Estate 9 $2K SOLD
422 ATEX ANTERIX INC Communication Services 89 $2K SOLD
423 PURSUIT ATTRACTIONS AND HOSPITALITY, INC. COM 57 $2K SOLD
424 STEL STELLAR BANCORP INC Financial Services 62 $2K SOLD
425 CSGS CSG SYS INTL INC Technology 25 $2K SOLD
426 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 443 $2K SOLD
427 LEO BNY MELLON STRATEGIC MUNS INC COM Financial Services 299 $2K SOLD
428 FDFF FIDELITY DISRUPTIVE FIN ETF 53 $2K SOLD
429 BBDO BANCO BRADESCO S A SPONSORED ADR Financial Services 647 $2K SOLD
430 EBF ENNIS INC Industrials 100 $2K SOLD
431 XPEL XPEL INC Consumer Cyclical 36 $2K SOLD
432 ATRO ASTRONICS CORP Industrials 33 $2K SOLD
433 AGNC AGNC INVT CORP Real Estate 166 $2K SOLD
434 SGLC RBB FD INC 45 $2K SOLD
435 ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A Industrials 82 $2K SOLD
436 MECHANICS BANCORP 117 $2K SOLD
437 VTSI VIRTRA INC COM PAR Industrials 400 $2K SOLD
438 UGE PROSHARES TR 100 $2K SOLD
439 THRY THRYV HLDGS INC Communication Services 276 $2K SOLD
440 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 15 $2K SOLD
Page 22 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%