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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 15 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVBH Avidbank Holdings Inc Financial Services 8.0 $228.0 NEW $28.50 +4.9%
282 PCB PCB Bancorp Financial Services 10.0 $225.0 NEW $22.50 +9.1%
283 KLTR Kaltura Inc Technology 183.0 $223.0 NEW $1.22 +19.0%
284 ASIC Ategrity Specialty Holdings Financial Services 11.0 $217.0 NEW $19.73 +4.7%
285 NRDY Nerdy Inc A Technology 262.0 $214.0 NEW $0.82 -0.7%
286 FBYD FALCONS BEYOND GLOBAL INC COM CL A Industrials 264.0 $212.0 NEW $0.80 +1962.2%
287 ZGN Ermenegildo Zegna Nv Ord Shs Usd Consumer Cyclical 20.0 $208.0 NEW $10.40 +27.9%
288 SWKH SWK Holdings Corporation Financial Services 12.0 $204.0 NEW $17.00 -6.5%
289 Himalaya Shipping Ltd Usd 15.0 $200.0 NEW $13.33
290 AIRO Airo Group Holdings Inc Industrials 26.0 $198.0 NEW $7.62 -13.9%
291 BLND Blend Labs Inc Cl A Technology 113.0 $192.0 NEW $1.70 -13.5%
292 Advantage Solutions Inc Com Cl A 9.0 $190.0 NEW $21.11
293 NPWR NET PWR INC CLASS A Industrials 121.0 $189.0 NEW $1.56 +23.6%
294 SAMG Silvercrest Asset Mgmt Group I Financial Services 10.0 $188.0 NEW $18.80 -38.0%
295 CRCT Cricut Inc A Technology 49.0 $183.0 NEW $3.73 +6.6%
296 OSUR Orasure Technologies Inc Healthcare 61.0 $183.0 NEW $3.00 +20.3%
297 NKSH National Bankshares Inc Financial Services 5.0 $182.0 NEW $36.40 -2.3%
298 RRBI Red River Bancshares Inc Financial Services 2.0 $181.0 NEW $90.50 +0.2%
299 EVH Evolent Health Inc Cl A Healthcare 6.0 $180.0 NEW $30.00 -86.8%
300 SKYH Sky Harbour Group Corp A Industrials 18.0 $173.0 NEW $9.61 -7.2%
Page 15 of 21  ·  407 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 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%