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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 26 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ZYMEWORKS INC 2,998.0 $78K 0.00% NEW $26.14
502 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 1,638.0 $78K 0.00% NEW $47.74 -8.4%
503 XFIV BONDBLOXX ETF TRUST 1,596.0 $78K 0.00% NEW $48.68 -0.7%
504 ACT ENACT HLDGS INC Financial Services 1,696.0 $78K 0.00% NEW $45.71 +8.4%
505 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 144.0 $77K 0.00% NEW $536.96 -4.6%
506 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 7,971.0 $77K 0.00% NEW $9.68 -10.3%
507 FESM FIDELITY COVINGTON TRUST 1,590.0 $77K 0.00% NEW $48.28 -1.0%
508 BITWISE HYPERLIQUID ETF 2,086.0 $77K 0.00% NEW $36.78
509 ADM PUT ARCHER DANIELS MIDLAND CO Consumer Defensive 1,000.0 $76K 0.00% NEW $76.40 +3.6%
510 GSHD GOOSEHEAD INS INC Financial Services 1,575.0 $76K 0.00% NEW $48.50 +49.1%
511 MAGN MAGNERA CORP Industrials 6,476.0 $76K 0.00% NEW $11.75 +8.4%
512 NMFC NEW MTN FIN CORP Financial Services 10,600.0 $76K 0.00% NEW $7.17 +6.1%
513 DUSB DIMENSIONAL ETF TRUST 1,494.0 $76K 0.00% NEW $50.78 -0.1%
514 RH RH Consumer Cyclical 457.0 $75K NEW $164.73 -14.3%
515 PXE INVESCO EXCHANGE TRADED FD T 2,200.0 $75K NEW $33.88 +18.1%
516 AUR AURORA INNOVATION INC Technology 10,905.0 $74K NEW $6.82 -15.4%
517 SKT TANGER INC Real Estate 1,859.0 $73K NEW $39.47 -2.6%
518 MADISON SQUARE GARDEN ENTMT 907.0 $73K NEW $80.89
519 CROX CROCS INC Consumer Cyclical 606.0 $73K NEW $120.54 +1.9%
520 PLUS EPLUS INC Technology 876.0 $73K NEW $83.23 +3.8%
Page 26 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%