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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 29 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BKCH GLOBAL X FDS 793.0 $59K NEW $74.85 -2.8%
562 MBI MBIA INC Financial Services 9,079.0 $59K NEW $6.52 -24.8%
563 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,637.0 $59K NEW $5.54 +24.5%
564 IWL ISHARES TR 317.0 $59K NEW $185.10 +2.4%
565 HQH ABRDN HEALTHCARE INVESTORS Financial Services 2,650.0 $58K NEW $21.98 +7.4%
566 ACLS AXCELIS TECHNOLOGIES INC Technology 307.0 $58K NEW $189.45 -33.8%
567 SNOW ROTHSCHILD ACQUISITION 5,800.0 $58K NEW $10.01
568 IYY ISHARES TR 318.0 $58K NEW $182.28 +2.3%
569 AI C3 AI INC Technology 6,346.0 $58K NEW $9.09 +7.7%
570 JBLU CALL JETBLUE AIRWAYS CORP Industrials 10,000.0 $57K NEW $5.73 -11.3%
571 GCO GENESCO INC Consumer Cyclical 1,696.0 $57K NEW $33.77 -0.4%
572 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 4,600.0 $57K NEW $12.42 -0.5%
573 WISDOMTREE TR 1,500.0 $57K NEW $37.81
574 SLG SL GREEN RLTY CORP Real Estate 1,087.0 $56K NEW $51.77 +15.6%
575 SIDUS SPACE INC 20,000.0 $56K NEW $2.81
576 XDIV ROUNDHILL ETF TRUST 1,844.0 $56K NEW $30.46 +2.7%
577 RLTY COHEN &STEERS REAL ESTATE O Financial Services 3,532.0 $56K NEW $15.74 +0.4%
578 EWT ISHARES INC 510.0 $55K NEW $108.61 -3.0%
579 NNE NANO NUCLEAR ENERGY INC Industrials 2,582.0 $55K NEW $21.14 -9.0%
580 BSY BENTLEY SYS INC Technology 1,825.0 $55K NEW $29.89 +23.5%
Page 29 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%