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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 144 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 CVBF CVB FINL CORP Financial Services 265.0 $5K NEW $18.60 +10.1%
2862 CAL CALERES INC Consumer Cyclical 405.0 $5K NEW $12.17 +19.1%
2863 RGNX REGENXBIO INC Healthcare 342.0 $5K NEW $14.40 -53.6%
2864 SCHL SCHOLASTIC CORP Communication Services 165.0 $5K NEW $29.64 +39.1%
2865 ESE ESCO TECHNOLOGIES INC Technology 25.0 $5K NEW $195.40 +54.9%
2866 LIBERTY GLOBAL LTD 438.0 $5K NEW $11.14
2867 KELYB KELLY SVCS INC CL B Industrials 559.0 $5K NEW $8.71 +114.7%
2868 DMRC DIGIMARC CORP NEW Technology 742.0 $5K NEW $6.56 +104.7%
2869 XPRO EXPRO GROUP HOLDINGS NV Energy 364.0 $5K NEW $13.35 +19.1%
2870 VIKING HOLDINGS LTD 68.0 $5K NEW $71.41
2871 NEAR ISHARES U S ETF TR 95.0 $5K NEW $51.11 -0.7%
2872 CERT CERTARA INC Healthcare 551.0 $5K NEW $8.81 -39.3%
2873 LTC LTC PROPERTIES INC Real Estate 141.0 $5K NEW $34.38 +11.6%
2874 METALLUS INC 282.0 $5K NEW $17.16
2875 UA UNDER ARMOUR INC CL C Consumer Cyclical 1,008.0 $5K NEW $4.80 +17.5%
2876 PAMT CORP 400.0 $5K NEW $12.08
2877 CITY OFFICE REIT INC 689.0 $5K NEW $6.99
2878 VSTS VESTIS CORPORATION Industrials 722.0 $5K NEW $6.67 +79.4%
2879 HUMA HUMACYTE INC Healthcare 5,013.0 $5K NEW $0.96 +19.7%
2880 NHI NATIONAL HEALTH INVS INC Real Estate 63.0 $5K NEW $76.38 -1.9%
Page 144 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%