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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 136 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 PACS PACS GROUP INC Financial Services 172.0 $7K NEW $38.39 -0.8%
2702 BUZZ VANECK ETF TRUST SOCIAL SENTIMENT 203.0 $7K NEW $32.49 +22.9%
2703 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 676.0 $7K NEW $9.75 +6.9%
2704 IGR CBRE GBL REAL ESTATE INC FD COM Financial Services 1,500.0 $7K NEW $4.38 +7.6%
2705 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 520.0 $7K NEW $12.60 +2.2%
2706 JETS ETF SER SOLUTIONS 233.0 $7K NEW $28.10 +3.4%
2707 LGIH LGI HOMES INC Consumer Cyclical 152.0 $7K NEW $42.97 +13.4%
2708 DRH DIAMONDROCK HOSPITALITY CO Real Estate 727.0 $7K NEW $8.96 +25.2%
2709 VIOV VANGUARD ADMIRAL FDS INC 66.0 $6K NEW $97.77 +15.6%
2710 TNET TRINET GROUP INC Industrials 109.0 $6K NEW $59.14 -23.2%
2711 CGNG CAPITAL GROUP NEW GEOGRAPHY 201.0 $6K NEW $31.99 +15.6%
2712 JBI JANUS INTERNATIONAL GROUP IN Industrials 981.0 $6K NEW $6.54 -18.4%
2713 CNK CINEMARK HLDGS INC Communication Services 276.0 $6K NEW $23.24 +16.8%
2714 MIND MEDICINE MINDMED INC 479.0 $6K NEW $13.39
2715 LFVN LIFEVANTAGE CORP Consumer Defensive 1,040.0 $6K NEW $6.16 +25.3%
2716 HURN HURON CONSULTING GROUP INC Industrials 37.0 $6K NEW $172.92 -38.9%
2717 TDAY USA TODAY CO INC Communication Services 1,242.0 $6K NEW $5.15 +48.7%
2718 THE BALDWIN INSURANCE GRP IN 266.0 $6K NEW $24.03
2719 CNNE CANNAE HLDGS INC Consumer Cyclical 405.0 $6K NEW $15.73 -6.2%
2720 REPX RILEY EXPLORATION PERMIAN IN Energy 241.0 $6K NEW $26.40 +32.6%
Page 136 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%