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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 140 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 GRC GORMAN RUPP CO Industrials 119.0 $6K NEW $47.76 +56.5%
2782 RSST TIDAL TR II RETURN STCKD US 200.0 $6K NEW $28.35 +18.3%
2783 ALRM ALARM COM HLDGS INC Technology 111.0 $6K NEW $51.03 -13.6%
2784 KNTK KINETIK HOLDINGS INC Energy 157.0 $6K NEW $36.05 +30.1%
2785 AEGON LTD 733.0 $6K NEW $7.71
2786 QQQX NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND Financial Services 198.0 $6K NEW $28.52 +9.7%
2787 FCPT FOUR CORNERS PPTY TR INC Real Estate 244.0 $6K NEW $23.06 +7.8%
2788 TLN TALEN ENERGY CORP Utilities 15.0 $6K NEW $374.93 +3.7%
2789 OLN OLIN CORP Basic Materials 269.0 $6K NEW $20.83 +27.9%
2790 JJSF J & J SNACK FOODS CORP Consumer Defensive 62.0 $6K NEW $90.37 -14.1%
2791 TXNM ENERGY INC 95.0 $6K NEW $58.88
2792 MNA NYLI MERGER ARBITRAGE ETF 156.0 $6K NEW $35.79 +1.8%
2793 SFNC SIMMONS 1ST NATL CORP Financial Services 296.0 $6K NEW $18.85 +12.6%
2794 CENTRAIS ELET BRAS SA SPONSORED ADR 609.0 $6K NEW $9.16
2795 EMN EASTMAN CHEM CO Basic Materials 87.0 $6K NEW $63.84 +19.9%
2796 MAC MACERICH CO Real Estate 299.0 $6K NEW $18.46 +23.0%
2797 BLKB BLACKBAUD INC Technology 87.0 $6K NEW $63.32 -52.5%
2798 SLAB SILICON LABORATORIES INC Technology 42.0 $5K NEW $130.71 +66.9%
2799 ISCV ISHARES TR 80.0 $5K NEW $68.33 +10.3%
2800 ATLANTA BRAVES HLDGS INC 128.0 $5K NEW $42.61
Page 140 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%