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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $15.1B AUM 5,207 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1528 New 3279 Added 216 Reduced 88 Exited
Page 2 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FICO FAIR ISAAC CORP Technology 7,673.0 $9.2M 0.06% NEW $1194.78 -1.9%
22 ISHARES TR 459,994.0 $9.0M 0.06% NEW $19.54
23 MAIN MAIN STR CAP CORP Financial Services 151,274.0 $7.8M 0.05% NEW $51.88 +12.4%
24 REVS COLUMBIA ETF TR I 239,615.0 $7.5M 0.05% NEW $31.44 +8.1%
25 INEQ COLUMBIA ETF TR I 174,945.0 $6.7M 0.04% NEW $38.53 +9.3%
26 BSCT INVESCO EXCH TRD SLF IDX FD 355,165.0 $6.6M 0.04% NEW $18.57 -0.1%
27 JOHN HANCOCK EXCHANGE TRADED 260,844.0 $6.5M 0.04% NEW $25.07
28 MORGAN STANLEY ETF TRUST 122,788.0 $6.1M 0.04% NEW $49.99
29 TAXF AMERICAN CENTY ETF TR 117,636.0 $6.0M 0.04% NEW $50.84 -2.2%
30 HONEYWELL INTL INC 25,033.0 $5.6M 0.04% NEW $223.90
31 HONEYWELL AEROSPACE INC 24,899.0 $5.5M 0.04% NEW $221.08
32 SUSA ISHARES TR 35,082.0 $5.4M 0.04% NEW $154.30 +2.4%
33 DIVO AMPLIFY ETF TR 115,997.0 $5.3M 0.04% NEW $45.70 +6.3%
34 WYNN WYNN RESORTS LTD Consumer Cyclical 53,050.0 $5.2M 0.03% NEW $97.09 +3.3%
35 CE CELANESE CORP DEL Basic Materials 110,469.0 $5.1M 0.03% NEW $46.00 +1.7%
36 SPACE EXPLORATION TECHN CORP 28,847.0 $4.9M 0.03% NEW $170.86
37 FBCG FIDELITY COVINGTON TRUST 78,989.0 $4.9M 0.03% NEW $62.11 -0.9%
38 JIRE J P MORGAN EXCHANGE TRADED F 57,379.0 $4.7M 0.03% NEW $82.49 +3.4%
39 AGNC AGNC INVT CORP Real Estate 421,091.0 $4.6M 0.03% NEW $10.90 -0.1%
40 KRP KIMBELL RTY PARTNERS LP Energy 292,394.0 $4.2M 0.03% NEW $14.53 +6.0%
Page 2 of 77  ·  1,528 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
Technology 25.1%
Financial Services 22.7%
Industrials 12.8%
Healthcare 8.8%
Energy 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 4.3%
Communication Services 4.2%
Utilities 2.8%
Real Estate 2.2%