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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 191 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 KINIKSA PHARMACEUTICALS INTERNATION USD0.000273235 CLASS 3.0 $124.0 NEW $41.33
3802 RCKT ROCKET PHARMACEUTICALS INC COM Healthcare 35.0 $123.0 NEW $3.51 -15.8%
3803 OFIX ORTHOFIX MED INC COM Healthcare 8.0 $121.0 NEW $15.12 -28.9%
3804 BLFS BIOLIFE SOLUTIONS INC Healthcare 5.0 $121.0 NEW $24.20 -1.0%
3805 YEXT YEXT INC COM Technology 15.0 $121.0 NEW $8.07 -54.4%
3806 FA FIRST ADVANTAGE CORP NEW COM Industrials 8.0 $116.0 NEW $14.50 +6.3%
3807 AVO MISSION PRODUCE INC COM Consumer Defensive 10.0 $116.0 NEW $11.60 +2.8%
3808 TSHA TAYSHA GENE THERAPIES INC COM SHS Healthcare 21.0 $116.0 NEW $5.52 -0.6%
3809 ORC ORCHID IS CAP INC COM NEW Real Estate 16.0 $115.0 NEW $7.19 -5.9%
3810 HNRG HALLADOR ENERGY CO Energy 6.0 $114.0 NEW $19.00 -5.5%
3811 PESI PERMA-FIX ENVIRONMENTAL SERVICES INC Industrials 9.0 $113.0 NEW $12.56 -28.7%
3812 TBPH THERAVANCE BIOPHARMA INC Healthcare 6.0 $112.0 NEW $18.67 -12.3%
3813 DAWN DAY ONE BIOPHARMACEUTICALS INC COM Healthcare 12.0 $112.0 NEW $9.33 +130.7%
3814 IBIO INC 91.0 $112.0 NEW $1.23
3815 MUX MCEWEN MNG INC COM NEW ISIN #US58039P3055 SEDOL #BM8C2J4 Basic Materials 6.0 $111.0 NEW $18.50 +14.3%
3816 BRCC BRC INC Consumer Defensive 100.0 $111.0 NEW $1.11 +55.0%
3817 CBL CBL &ASSOC PPTYS INC COMMON STOCK Real Estate 3.0 $111.0 NEW $37.00 +27.6%
3818 SENEA SENECA FOODS CORP Consumer Defensive 1.0 $111.0 NEW $111.00 +25.3%
3819 LYTS LSI INDS INC OHIO COM Technology 6.0 $110.0 NEW $18.33 +26.9%
3820 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 34.0 $110.0 NEW $3.24 +0.1%
Page 191 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%