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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 174 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3461 APOG APOGEE ENTERPRISES INC Industrials 30.0 $1K NEW $36.43 +0.1%
3462 GTLB GITLAB INC CLASS A COM Technology 29.0 $1K NEW $37.52 -28.0%
3463 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 91.0 $1K NEW $11.96 +9.1%
3464 LINC LINCOLN EDL SVCS CORP Consumer Defensive 45.0 $1K NEW $24.16 +104.1%
3465 CFFN CAPITOL FED FINL INC Financial Services 158.0 $1K NEW $6.81 +14.2%
3466 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 262.0 $1K NEW $4.10 -1.4%
3467 RLJ RLJ LODGING TR Real Estate 144.0 $1K NEW $7.45 +30.2%
3468 XNCR XENCOR INC Healthcare 70.0 $1K NEW $15.31 -23.6%
3469 TDC TERADATA CORP DEL Technology 35.0 $1K NEW $30.46 +9.5%
3470 LBRDA LIBERTY BROADBAND CORP Communication Services 22.0 $1K NEW $48.27 -30.6%
3471 PUT (SPY) SPDR S&P500 ETF MAR 20 26 $520 (100 SHS) 10.0 $1K NEW $105.00
3472 LIVN LIVANOVA PLC Healthcare 17.0 $1K NEW $61.59 +21.6%
3473 DOYU DOUYU INTERNATIONAL HOLDINGS LTD SPON ADS EACH REP 1 ORD SHS (POST SPLIT) Communication Services 153.0 $1K NEW $6.80 -32.3%
3474 SBCF SEACOAST BKG CORP FLA Financial Services 33.0 $1K NEW $31.42 -2.7%
3475 NVTS NAVITAS SEMICONDUCTOR CORP Technology 144.0 $1K NEW $7.13 +368.6%
3476 RDVT RED VIOLET INC Technology 18.0 $1K NEW $57.00 -10.3%
3477 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 18.0 $1K NEW $56.94 +16.2%
3478 UDN INVESCO DB US DOLLAR INDEX BEARISH FUND Financial Services 56.0 $1K NEW $18.23 -0.3%
3479 FORR FORRESTER RESH INC Industrials 124.0 $1K NEW $8.12 -18.1%
3480 ITIC INVESTORS TITLE CO NC Financial Services 4.0 $999.0 NEW $249.75 -3.5%
Page 174 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%