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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 10 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NVDA CALL NVIDIA CORPORATION Technology 2,600.0 $520K 0.00% NEW $200.09 +4.2%
182 FLUTTER ENTMT PLC 5,065.0 $517K 0.00% NEW $102.17
183 PANW CALL PALO ALTO NETWORKS INC Technology 1,500.0 $512K 0.00% NEW $341.02 +2.9%
184 LRGF ISHARES TR 6,688.0 $506K 0.00% NEW $75.63 +2.9%
185 DNOV FIRST TR EXCHNG TRADED FD VI 9,829.0 $505K 0.00% NEW $51.35 +1.7%
186 PI IMPINJ INC Technology 3,508.0 $502K 0.00% NEW $143.23 +12.4%
187 FDV FEDERATED HERMES ETF TRUST 15,728.0 $494K 0.00% NEW $31.39 +8.5%
188 FIRST TR EXCHNG TRADED FD VI 12,765.0 $490K 0.00% NEW $38.41
189 CGMM CAPITAL GROUP EQUITY ETF TR 14,847.0 $490K 0.00% NEW $32.97 +0.2%
190 CEREBRAS SYSTEMS INC 2,214.0 $489K 0.00% NEW $221.02
191 GJUL FIRST TR EXCHNG TRADED FD VI 11,213.0 $488K 0.00% NEW $43.49 +2.1%
192 HWC HANCOCK WHITNEY CORPORATION Financial Services 6,521.0 $487K 0.00% NEW $74.72 +0.2%
193 IYR ISHARES TR 4,711.0 $482K 0.00% NEW $102.25 +3.1%
194 LNG CALL CHENIERE ENERGY INC Energy 2,000.0 $478K 0.00% NEW $239.01 +17.5%
195 IGLD FIRST TR EXCHANGE-TRADED FD 22,673.0 $477K 0.00% NEW $21.06 +8.2%
196 EFAX SPDR INDEX SHS FDS 8,805.0 $477K 0.00% NEW $54.12 +3.1%
197 ILCG ISHARES TR 4,060.0 $475K 0.00% NEW $117.03 -2.9%
198 TEXAS VENTURES ACQUISITION I 47,470.0 $475K 0.00% NEW $10.00
199 EPD PUT ENTERPRISE PRODS PARTNERS L 12,500.0 $460K 0.00% NEW $36.76
200 WTPI WISDOMTREE TR 13,977.0 $458K 0.00% NEW $32.79 +1.6%
Page 10 of 77  ·  1,528 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%