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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 33 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PFBC PREFERRED BK LOS ANGELES CA Financial Services 418.0 $44K NEW $106.35 -2.6%
642 BWB BRIDGEWATER BANCSHARES INC Financial Services 2,099.0 $44K NEW $21.04 +0.6%
643 ALIS CALISA ACQUISITION CORP Financial Services 4,300.0 $44K NEW $10.15 +0.6%
644 CTEV CLARITEV CORPORATION Healthcare 1,273.0 $43K NEW $34.11 +10.1%
645 FLSW FRANKLIN TEMPLETON ETF TR 1,000.0 $43K NEW $43.33 +2.2%
646 CDL VICTORY PORTFOLIOS II 556.0 $43K NEW $77.57 +4.3%
647 TFSL TFS FINL CORP Financial Services 2,431.0 $43K NEW $17.72 +1.1%
648 ERII ENERGY RECOVERY INC Industrials 4,683.0 $42K NEW $9.02 -12.0%
649 BFLY BUTTERFLY NETWORK INC Healthcare 5,010.0 $42K NEW $8.42 +2.6%
650 ORA ORMAT TECHNOLOGIES INC Utilities 387.0 $42K NEW $108.90 -5.0%
651 RNA ATRIUM THERAPEUTICS INC Healthcare 3,128.0 $42K NEW $13.45 +3.0%
652 EZPW EZCORP INC Financial Services 1,196.0 $41K NEW $34.57 -1.9%
653 NAC NUVEEN CA DIVI ADV MUN Financial Services 3,400.0 $41K NEW $12.12 -3.6%
654 GBANK FINL HLDGS INC 1,356.0 $41K NEW $30.31
655 RCUS ARCUS BIOSCIENCES INC Healthcare 1,333.0 $41K NEW $30.83 -0.2%
656 FQAL FIDELITY COVINGTON TRUST 505.0 $41K NEW $81.36 +4.1%
657 UTG REAVES UTIL INCOME FD Financial Services 1,000.0 $41K NEW $40.72 -5.3%
658 PVH PVH CORPORATION Consumer Cyclical 545.0 $40K NEW $74.26 +5.7%
659 ALX ALEXANDERS INC Real Estate 146.0 $40K NEW $275.56 -1.4%
660 EATON VANCE TAX-MANAGED BUY- 2,700.0 $40K NEW $14.88
Page 33 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%