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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 147 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 296.0 $4K NEW $15.08 -23.7%
2922 AGI ALAMOS GOLD INC COM NPV CL A ISIN #CA0115321089 SEDOL #BZ3DNP6 Basic Materials 116.0 $4K NEW $38.48 -0.0%
2923 HTO H2O AMERICA Utilities 91.0 $4K NEW $49.00 +18.3%
2924 HYT BLACKROCK CORPOR HI YLD FD INC COM Financial Services 500.0 $4K NEW $8.90 -3.3%
2925 ZYMEWORKS INC 169.0 $4K NEW $26.33
2926 ARVN ARVINAS INC Healthcare 375.0 $4K NEW $11.86 -25.4%
2927 DFH DREAM FINDERS HOMES INC Consumer Cyclical 259.0 $4K NEW $17.10 -9.6%
2928 EVG EATON VANCE SHORT DURATION DIV COM Financial Services 400.0 $4K NEW $10.92 -2.0%
2929 NOODLES & CO 6,154.0 $4K NEW $0.71
2930 CTA SIMPLIFY EXCHANGE TRADED FUNDS MANAGED FUTURES 159.0 $4K NEW $27.26 +7.2%
2931 TALO TALOS ENERGY INC Energy 393.0 $4K NEW $11.02 +30.5%
2932 CC CHEMOURS CO Basic Materials 367.0 $4K NEW $11.79 +90.8%
2933 FSM FORTUNA MNG CORP Basic Materials 441.0 $4K NEW $9.81 -3.0%
2934 ETHO AMPLIFY ETF TR 66.0 $4K NEW $65.30 +16.6%
2935 WSFS WSFS FINANCIAL CORP Financial Services 78.0 $4K NEW $55.24 +31.7%
2936 WOR WORTHINGTON ENTERPRISES INC Industrials 84.0 $4K NEW $51.27 +8.6%
2937 SPRY ARS PHARMACEUTICALS INC Healthcare 369.0 $4K NEW $11.65 -27.0%
2938 RQI COHEN &STEERS QUALITY INCOME COM Financial Services 376.0 $4K NEW $11.42 +16.5%
2939 RGP RESOURCES CONNECTION INC Industrials 850.0 $4K NEW $5.04 -17.7%
2940 NOVT NOVANTA INC Technology 36.0 $4K NEW $119.00 +35.7%
Page 147 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%