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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 165 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 LIBERTY LIVE HOLDINGS INC 23.0 $2K NEW $83.17
3282 LEO BNY MELLON STRATEGIC MUNS INC COM Financial Services 299.0 $2K NEW $6.36 -0.3%
3283 LGN LEGENCE CORP Industrials 44.0 $2K NEW $43.05 +102.0%
3284 FDFF FIDELITY DISRUPTIVE FIN ETF 53.0 $2K NEW $35.43 -6.3%
3285 TRNS TRANSCAT INC Industrials 33.0 $2K NEW $56.76 +34.7%
3286 FIP FTAI INFRASTRUCTURE INC Industrials 405.0 $2K NEW $4.61 +0.7%
3287 BBDO BANCO BRADESCO S A SPONSORED ADR Financial Services 647.0 $2K NEW $2.87 +8.3%
3288 BGC BGC GROUP INC CL A Financial Services 208.0 $2K NEW $8.93 +20.7%
3289 HASI HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC Financial Services 59.0 $2K NEW $31.42 +31.1%
3290 LMND LEMONADE INC Financial Services 26.0 $2K NEW $71.19 -19.4%
3291 HMN HORACE MANN EDUCATORS CORP N Financial Services 40.0 $2K NEW $46.20 +2.6%
3292 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 14.0 $2K NEW $131.93 -34.7%
3293 MED MEDIFAST INC Consumer Cyclical 11,597.0 $2K NEW $0.16 +8159.2%
3294 ABR ARBOR REALTY TRUST INC Real Estate 236.0 $2K NEW $7.76 -30.1%
3295 HTLD HEARTLAND EXPRESS INC Industrials 201.0 $2K NEW $9.03 +62.3%
3296 RMAX RE MAX HLDGS INC Real Estate 239.0 $2K NEW $7.59 +24.6%
3297 TMP TOMPKINS FINL CORP Financial Services 25.0 $2K NEW $72.52 +20.3%
3298 PRGS PROGRESS SOFTWARE CORP Technology 42.0 $2K NEW $42.98 -31.4%
3299 PSQH PSQ HOLDINGS INC Technology 1,750.0 $2K NEW $1.03 -41.6%
3300 MGNI MAGNITE INC Communication Services 111.0 $2K NEW $16.23 -18.1%
Page 165 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%