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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 30 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CMP COMPASS MINERALS INTL INC Basic Materials 1,751.0 $54K NEW $31.12 -21.1%
582 DORM DORMAN PRODS INC Consumer Cyclical 391.0 $53K NEW $136.45 -4.4%
583 NEW PROVIDENCE ACQUISITION C 5,097.0 $53K NEW $10.38
584 FSK CALL FS KKR CAP CORP Financial Services 5,000.0 $52K NEW $10.50 +14.8%
585 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 12,335.0 $52K NEW $4.25 -40.2%
586 NEWHOLD INVTS CORP IV 5,196.0 $52K NEW $10.00
587 JFR NUVEEN FLOATING RATE INCOME Financial Services 6,770.0 $52K NEW $7.67 -1.0%
588 DCTH DELCATH SYS INC Healthcare 4,121.0 $52K NEW $12.59 +34.4%
589 ADICET BIO INC 6,000.0 $52K NEW $8.64
590 SPRX LISTED FDS TR 890.0 $52K NEW $57.98 -22.5%
591 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,365.0 $52K NEW $37.76 +16.3%
592 CRPT FIRST TR EXCHNG TRADED FD VI 4,500.0 $51K NEW $11.36 +29.3%
593 SOLID BIOSCIENCES INC 5,107.0 $51K NEW $9.99
594 SMMU PIMCO ETF TR 1,008.0 $51K NEW $50.55 -0.4%
595 PDT HANCOCK JOHN PREM DIVID FD Financial Services 3,932.0 $51K NEW $12.95 -2.5%
596 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 636.0 $51K NEW $80.04 -8.1%
597 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 1,240.0 $51K NEW $41.03 -12.3%
598 JMOM J P MORGAN EXCHANGE TRADED F 590.0 $50K NEW $85.46 -3.2%
599 FLKR FRANKLIN TEMPLETON ETF TR 760.0 $50K NEW $66.08 -10.1%
600 SLAB SILICON LABORATORIES INC Technology 229.0 $50K NEW $218.17 +0.1%
Page 30 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%