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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 27 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RODM LATTICE STRATEGIES TR 1,790.0 $72K NEW $40.41 +4.9%
522 GPOR GULFPORT ENERGY CORP Energy 426.0 $72K NEW $169.70 +1.6%
523 SPIP SPDR SERIES TRUST 2,791.0 $72K NEW $25.68 -1.8%
524 PUI INVESCO EXCHANGE TRADED FD T 1,500.0 $71K NEW $47.56 -6.1%
525 CASS CASS INFORMATION SYS INC Industrials 1,373.0 $70K NEW $51.32 +11.7%
526 NMI NUVEEN MUN INCOME FD INC Financial Services 6,360.0 $70K NEW $11.02 -5.7%
527 SIX FLAGS ENTERTAINMENT CORP 3,266.0 $70K NEW $21.30
528 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 3,105.0 $69K NEW $22.34 +6.4%
529 DRLL EA SERIES TRUST 2,050.0 $69K NEW $33.50 +19.8%
530 LOUP INNOVATOR ETFS TRUST 696.0 $69K NEW $98.56 -9.3%
531 JELD JELD-WEN HLDG INC Industrials 45,488.0 $68K NEW $1.50 +60.0%
532 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 938.0 $67K NEW $71.86 -0.1%
533 PROSHARES TR II 1,916.0 $67K NEW $35.02
534 KENSINGTON CAP ACQUISITION 6,648.0 $67K NEW $10.01
535 SMITHFIELD FOODS INC 2,740.0 $66K NEW $24.26
536 LOW PUT LOWES COS INC Consumer Cyclical 300.0 $66K NEW $220.49 -2.7%
537 CALY CALLAWAY GOLF CO Consumer Cyclical 3,504.0 $66K NEW $18.79 -17.7%
538 OWL PUT BLUE OWL CAPITAL INC Financial Services 7,500.0 $66K NEW $8.75 +34.7%
539 RVT ROYCE SMALL CAP TRUST INC Financial Services 3,548.0 $66K NEW $18.47 +1.3%
540 SMCI SUPER MICRO COMPUTER INC Technology 2,219.0 $65K NEW $29.33 +31.1%
Page 27 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%