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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 138 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 WWJD NORTHERN LTS FD TR IV 168.0 $6K NEW $36.48 +7.9%
2742 PPTA PERPETUA RESOURCES CORP Basic Materials 253.0 $6K NEW $24.21 +10.8%
2743 ACVA ACV AUCTIONS INC Consumer Cyclical 761.0 $6K NEW $8.02 -19.9%
2744 XRAY DENTSPLY SIRONA INC Healthcare 533.0 $6K NEW $11.43 -11.1%
2745 WNC WABASH NATL CORP Industrials 704.0 $6K NEW $8.65 -5.1%
2746 ACAD ACADIA PHARMACEUTICALS INC Healthcare 227.0 $6K NEW $26.71 -19.8%
2747 ESAB ESAB CORPORATION Industrials 54.0 $6K NEW $111.76 -16.9%
2748 RDOG ALPS ETF TR 168.0 $6K NEW $35.88 +14.4%
2749 MATIV HOLDINGS INC 496.0 $6K NEW $12.15
2750 FIRST HAWAIIAN INC 236.0 $6K NEW $25.30
2751 TREEHOUSE FOODS INC 253.0 $6K NEW $23.59
2752 MAGC ROUNDHILL ETF TRUST 250.0 $6K NEW $23.78 -20.4%
2753 XP XP INC Financial Services 363.0 $6K NEW $16.37 +4.3%
2754 NOG NORTHERN OIL & GAS INC Energy 276.0 $6K NEW $21.50 -0.5%
2755 ABUS ARBUTUS BIOPHARMA CORP Healthcare 1,233.0 $6K NEW $4.81 -4.8%
2756 EWY ISHARES MSCI SOUTH KOREA ETF 61.0 $6K NEW $97.21 +111.4%
2757 SKYT SKYWATER TECHNOLOGY INC Technology 325.0 $6K NEW $18.16 +113.2%
2758 PTLO PORTILLOS INC Consumer Cyclical 1,299.0 $6K NEW $4.54 -6.9%
2759 SLVM SYLVAMO CORP Basic Materials 122.0 $6K NEW $48.15 -18.2%
2760 DK DELEK US HLDGS INC NEW Energy 198.0 $6K NEW $29.66 +49.4%
Page 138 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%