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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 153 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 MIDDLEFIELD BANC CORP 99.0 $3K NEW $34.55
3042 CGGE CAPITAL GROUP GLOBAL EQUITY 108.0 $3K NEW $31.64 +8.5%
3043 SCL STEPAN CO Basic Materials 72.0 $3K NEW $47.36 +13.3%
3044 RRR RED ROCK RESORTS INC Consumer Cyclical 55.0 $3K NEW $61.96 -7.2%
3045 WS WORTHINGTON STL INC Basic Materials 98.0 $3K NEW $34.74 +18.8%
3046 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 453.0 $3K NEW $7.50 +18.0%
3047 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 51.0 $3K NEW $66.39 +19.0%
3048 CMCO COLUMBUS MCKINNON CORP N Y Industrials 196.0 $3K NEW $17.25 -5.6%
3049 HZO MARINEMAX INC Consumer Cyclical 139.0 $3K NEW $24.24 +44.0%
3050 FBNC FIRST BANCORP N C Financial Services 66.0 $3K NEW $50.80 +15.6%
3051 PLSE PULSE BIOSCIENCES INC Healthcare 244.0 $3K NEW $13.73 +80.0%
3052 DLX DELUXE CORP Communication Services 150.0 $3K NEW $22.33 +8.9%
3053 GNL GLOBAL NET LEASE INC Real Estate 389.0 $3K NEW $8.60 +10.2%
3054 CLENE INC 570.0 $3K NEW $5.87
3055 WAY WAYSTAR HLDG CORP COM Technology 102.0 $3K NEW $32.75 -39.8%
3056 RCKY ROCKY BRANDS INC Consumer Cyclical 113.0 $3K NEW $29.44 +29.8%
3057 EXTR EXTREME NETWORKS Technology 199.0 $3K NEW $16.65 +60.1%
3058 CZFS CITIZENS FINL SVCS INC Financial Services 58.0 $3K NEW $57.03 +15.4%
3059 GHC GRAHAM HLDGS CO Consumer Defensive 3.0 $3K NEW $1099.00 +1.4%
3060 NWE NORTHWESTERN ENERGY GROUP IN Utilities 51.0 $3K NEW $64.57 +12.1%
Page 153 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%