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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 158 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 128.0 $3K NEW $21.39 +0.8%
3142 CROX CROCS INC Consumer Cyclical 32.0 $3K NEW $85.53 +35.7%
3143 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 28.0 $3K NEW $97.57 +13.7%
3144 NBN NORTHEAST BK PORTLAND ME Financial Services 26.0 $3K NEW $103.96 +21.8%
3145 MBI MBIA INC Financial Services 377.0 $3K NEW $7.16 -14.5%
3146 CDRE CADRE HLDGS INC Industrials 66.0 $3K NEW $40.86 -24.0%
3147 MYE MYERS INDS INC Consumer Cyclical 144.0 $3K NEW $18.72 +23.6%
3148 AEO AMERICAN EAGLE OUTFITTERS INC COM Consumer Cyclical 102.0 $3K NEW $26.37 -35.0%
3149 BFLY BUTTERFLY NETWORK INC Healthcare 707.0 $3K NEW $3.80 +19.5%
3150 PFBC PREFERRED BK LOS ANGELES CA Financial Services 28.0 $3K NEW $95.61 -0.8%
3151 WERN WERNER ENTERPRISES INC Industrials 89.0 $3K NEW $30.01 +32.6%
3152 STC STEWART INFORMATION SVCS COR Financial Services 38.0 $3K NEW $70.26 -3.2%
3153 WRLD WORLD ACCEP CORPORATION Financial Services 19.0 $3K NEW $140.42 +13.9%
3154 MPTI M-TRON INDS INC COM Technology 50.0 $3K NEW $53.22 +60.2%
3155 SLG SL GREEN RLTY CORP Real Estate 58.0 $3K NEW $45.88 -3.9%
3156 JCPB J P MORGAN EXCHANGE TRADED F 56.0 $3K NEW $47.36 -1.2%
3157 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 140.0 $3K NEW $18.91 +29.2%
3158 VXX BARCLAYS BANK PLC Financial Services 100.0 $3K NEW $26.47 -3.1%
3159 DAPP VANECK ETF TRUST DIGI TRANSFRM 160.0 $3K NEW $16.53 +31.6%
3160 AAT AMERICAN ASSETS TR INC Real Estate 139.0 $3K NEW $18.94 +18.2%
Page 158 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%