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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 135 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 ACLS AXCELIS TECHNOLOGIES INC Technology 85.0 $7K NEW $80.34 +93.6%
2682 TCBK TRICO BANCSHARES COM Financial Services 144.0 $7K NEW $47.27 +6.4%
2683 XPEV XPENG INC ADS Consumer Cyclical 335.0 $7K NEW $20.28 -18.9%
2684 DFGX DIMENSIONAL ETF TRUST 129.0 $7K NEW $52.64 +1.0%
2685 CDNA CAREDX INC Healthcare 360.0 $7K NEW $18.84 +20.5%
2686 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 1,000.0 $7K NEW $6.78 -3.2%
2687 MYGN MYRIAD GENETICS INC Healthcare 1,101.0 $7K NEW $6.15 -31.4%
2688 BHB BAR HBR BANKSHARES Financial Services 218.0 $7K NEW $31.05 +12.1%
2689 SEADRILL LTD 195.0 $7K NEW $34.61
2690 BBAX J P MORGAN EXCHANGE TRADED F 120.0 $7K NEW $56.23 +9.3%
2691 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 240.0 $7K NEW $28.06 -31.9%
2692 AVPT AVEPOINT INC Technology 484.0 $7K NEW $13.89 -26.1%
2693 IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 60.0 $7K NEW $111.80 +12.7%
2694 SMTC SEMTECH CORP Technology 91.0 $7K NEW $73.69 +125.7%
2695 FAB FIRST TR EXCHANGE-TRADED ALP 75.0 $7K NEW $89.16 +10.8%
2696 PINNACLE FINL PARTNERS INC COM 70.0 $7K NEW $95.41
2697 ADMA ADMA BIOLOGICS INC Healthcare 366.0 $7K NEW $18.24 -56.5%
2698 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 317.0 $7K NEW $21.01 -6.0%
2699 AGYS AGILYSYS INC Technology 56.0 $7K NEW $118.86 -30.5%
2700 PI IMPINJ INC Technology 38.0 $7K NEW $174.03 -9.9%
Page 135 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%