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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 182 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 AURORA CANNABIS INC 113.0 $478.0 NEW $4.23
3622 SSYS STRATASYS LTD SHS Technology 55.0 $477.0 NEW $8.67 +4.0%
3623 BNTX BIONTECH SE SPONSORED ADS Healthcare 5.0 $476.0 NEW $95.20 -3.2%
3624 BITC BITWISE FUNDS TRUST 13.0 $474.0 NEW $36.46 +6.9%
3625 MIRM MIRUM PHARMACEUTICALS INC COM Healthcare 6.0 $474.0 NEW $79.00 +24.8%
3626 ALIT ALIGHT INC COM CL A Technology 238.0 $464.0 NEW $1.95 -58.0%
3627 MDLN MEDLINE INC Healthcare 11.0 $462.0 NEW $42.00 -11.9%
3628 ADAMM ADAMAS TRUST INC. Financial Services 63.0 $460.0 NEW $7.30 +247.9%
3629 VERA VERA THERAPEUTICS INC CL A Healthcare 9.0 $456.0 NEW $50.67 -32.8%
3630 PEW GRABAGUN DIGITAL HLDGS INC Industrials 150.0 $452.0 NEW $3.01 -9.1%
3631 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 17.0 $452.0 NEW $26.59 +20.6%
3632 EBS EMERGENT BIOSOLUTIONS INC Healthcare 36.0 $446.0 NEW $12.39 -31.8%
3633 DAVE INC 2.0 $443.0 NEW $221.50
3634 DSGN DESIGN THERAPEUTICS INC Healthcare 47.0 $441.0 NEW $9.38 +16.9%
3635 RNST RENASANT CORP Financial Services 12.0 $423.0 NEW $35.25 +16.3%
3636 KVYO KLAVIYO INC COM SER A Technology 13.0 $422.0 NEW $32.46 -54.2%
3637 MITK MITEK SYS INC Technology 40.0 $421.0 NEW $10.53 +52.3%
3638 WHD CACTUS INC Energy 9.0 $411.0 NEW $45.67 +36.3%
3639 BUR BURFORD CAP LTD Financial Services 46.0 $411.0 NEW $8.93 -49.3%
3640 IMNM IMMUNOME INC COM Healthcare 19.0 $408.0 NEW $21.47 +0.9%
Page 182 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%