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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 36 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CHCO CITY HLDG CO Financial Services 262.0 $35K NEW $132.64 +9.1%
702 SNEX STONEX GROUP INC Financial Services 293.0 $35K NEW $118.50 -41.6%
703 JACK JACK IN THE BOX INC Consumer Cyclical 2,184.0 $35K NEW $15.81 +4.2%
704 CHMG CHEMUNG FINL CORP Financial Services 461.0 $34K NEW $74.58 +8.4%
705 DIGITALBRIDGE GROUP INC 2,174.0 $34K NEW $15.78
706 FLTR VANECK ETF TRUST 1,337.0 $34K NEW $25.61 -0.1%
707 BSX CALL BOSTON SCIENTIFIC CORP Healthcare 800.0 $34K NEW $42.68 +12.9%
708 DIGIMARC CORP 4,150.0 $34K NEW $8.22
709 SOLV ENERGY INC 1,000.0 $34K NEW $34.05
710 TZOO TRAVELZOO Communication Services 2,893.0 $34K NEW $11.68 -42.0%
711 BALLYS CORPORATION 2,463.0 $34K NEW $13.71
712 OBA OXLEY BRIDGE ACQ LTD Financial Services 3,300.0 $34K NEW $10.22 +0.9%
713 PAR PAR TECHNOLOGY CORP Technology 1,927.0 $34K NEW $17.42 +13.0%
714 HSIC SCHEIN HENRY INC Healthcare 400.0 $33K NEW $83.52 +8.2%
715 PDP INVESCO EXCHANGE TRADED FD T 220.0 $33K NEW $151.73 -9.9%
716 TEM TEMPUS AI INC Healthcare 571.0 $33K NEW $57.93 +18.2%
717 LTBR LIGHTBRIDGE CORP Industrials 3,731.0 $33K NEW $8.79 -8.4%
718 QTRX QUANTERIX CORP Healthcare 7,558.0 $33K NEW $4.32 -38.0%
719 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 3,675.0 $33K NEW $8.87 -5.0%
720 AVLC AMERICAN CENTY ETF TR 361.0 $33K NEW $90.05 +1.7%
Page 36 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%