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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 187 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 GORO GOLD RESOURCE CORP Basic Materials 243.0 $202.0 NEW $0.83 +55.2%
3722 AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW Industrials 7.0 $201.0 NEW $28.71 +80.5%
3723 PMT PENNYMAC MORTGAGE INVESTMENT TRUST Real Estate 16.0 $201.0 NEW $12.56 -16.4%
3724 GAMESTOP CORPORATION COM USD0.001 CLASS A 10.0 $201.0 NEW $20.10
3725 COUR COURSERA INC COM Consumer Defensive 27.0 $199.0 NEW $7.37 -27.8%
3726 GDYN GRID DYNAMICS HLDGS INC CL A Technology 22.0 $199.0 NEW $9.05 -21.2%
3727 CALUMET INC COM 10.0 $199.0 NEW $19.90
3728 TRTX TPG RE FIN TR INC COM Real Estate 23.0 $198.0 NEW $8.61 -3.5%
3729 ZVIA ZEVIA PBC Consumer Defensive 85.0 $198.0 NEW $2.33 -33.9%
3730 PLOW DOUGLAS DYNAMICS INC COM USD0.01 Consumer Cyclical 6.0 $196.0 NEW $32.67 +35.3%
3731 BHC BAUSCH HEALTH COMPANIES INC COM NPV Healthcare 28.0 $195.0 NEW $6.96 -21.5%
3732 FLY FIREFLY AEROSPACE INC COM Industrials 9.0 $193.0 NEW $21.44 +130.8%
3733 PGEN PRECIGEN INC COM Healthcare 46.0 $192.0 NEW $4.17 +1.6%
3734 HTBK HERITAGE COMM CORP COM Financial Services 16.0 $192.0 NEW $12.00 +12.1%
3735 HWC HANCOCK WHITNEY CORP Financial Services 3.0 $191.0 NEW $63.67 +6.0%
3736 IVOL KRANESHARES TRUST 10.0 $191.0 NEW $19.10 -6.3%
3737 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 12.0 $187.0 NEW $15.58 -18.1%
3738 CXE MFS HIGH INCOME MUN TR Financial Services 50.0 $185.0 NEW $3.70 -2.2%
3739 REPL REPLIMUNE GROUP INC COM Healthcare 19.0 $185.0 NEW $9.74 -49.6%
3740 VTOL BRISTOW GROUP INC COM Energy 5.0 $183.0 NEW $36.60 +16.7%
Page 187 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%