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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4075 New
Page 132 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 WSBF WATERSTONE FINL INC MD Financial Services 460.0 $8K NEW $16.55 +12.7%
2622 BRC BRADY CORP Industrials 97.0 $8K NEW $78.37 +9.9%
2623 NRO NEUBERGER R/EST SECS INC FD COM Financial Services 2,500.0 $8K NEW $3.04 -2.3%
2624 RXST RXSIGHT INC Healthcare 729.0 $8K NEW $10.42 -46.4%
2625 CRVL CORVEL CORP Financial Services 112.0 $8K NEW $67.68 -8.9%
2626 FRO FRONTLINE PLC COM Energy 347.0 $8K NEW $21.82 +58.3%
2627 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 46.0 $8K NEW $164.22 -36.1%
2628 ANGO ANGIODYNAMICS INC Healthcare 586.0 $8K NEW $12.84 -8.2%
2629 CNR CORE NATURAL RESOURCES INC COM SHS Energy 85.0 $8K NEW $88.51 +6.2%
2630 NWSA NEWS CORP NEW Communication Services 287.0 $7K NEW $26.12 +1.5%
2631 AEF ABRDN EMERGING MARKETS EX-CHINA FUND, INC. COMMON STOCK Financial Services 1,070.0 $7K NEW $7.00 +40.7%
2632 SM SM ENERGY CO Energy 400.0 $7K NEW $18.70 +66.6%
2633 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 19.0 $7K NEW $393.37 -17.0%
2634 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 72.0 $7K NEW $103.47 +17.1%
2635 CABO CABLE ONE INC Communication Services 66.0 $7K NEW $112.86 -49.9%
2636 USNA USANA HEALTH SCIENCES INC Consumer Defensive 379.0 $7K NEW $19.63 -4.2%
2637 TMFM MOTLEY FOOL MID-CAP GROWTH ETF 317.0 $7K NEW $23.44 -9.8%
2638 WB WEIBO CORP SPONSORED ADR Communication Services 727.0 $7K NEW $10.22 -20.9%
2639 BZH BEAZER HOMES USA INC Consumer Cyclical 366.0 $7K NEW $20.27 +24.2%
2640 DEA EASTERLY GOVT PPTYS INC Real Estate 349.0 $7K NEW $21.19 +14.5%
Page 132 of 204  ·  4,075 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
Financial Services 25.8%
Technology 25.4%
Healthcare 10.8%
Consumer Cyclical 9.2%
Industrials 7.7%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.7%
Basic Materials 1.7%