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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4075 New
Page 38 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FOXA FOX CORP Communication Services 4,921.0 $360K 0.01% NEW $73.07 -11.1%
742 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 7,181.0 $359K 0.01% NEW $50.02 -23.2%
743 NEM NEWMONT CORP Basic Materials 3,597.0 $359K 0.01% NEW $99.86 +11.8%
744 SPYD SPDR SERIES TRUST 8,292.0 $359K 0.01% NEW $43.25 +10.1%
745 UBS UBS GROUP AG Financial Services 7,737.0 $358K 0.01% NEW $46.31 +3.2%
746 PSX PHILLIPS 66 Energy 2,770.0 $357K 0.01% NEW $129.06 +34.7%
747 TEL TE CONNECTIVITY PLC Technology 1,563.0 $356K 0.01% NEW $227.51 -8.3%
748 XYLD GLOBAL X FDS 8,737.0 $355K 0.01% NEW $40.63 -0.2%
749 GRMN GARMIN LTD Technology 1,739.0 $353K 0.01% NEW $202.85 +17.6%
750 TEXN ISHARES TR TEXAS EQUITY ETF 13,000.0 $352K 0.01% NEW $27.09 +22.8%
751 DY DYCOM INDS INC Industrials 1,042.0 $352K 0.01% NEW $337.90 +24.4%
752 HOOD ROBINHOOD MKTS INC Financial Services 3,109.0 $352K 0.01% NEW $113.10 -34.5%
753 CMDB COSTAMARE BULKERS HOLDINGS LIMITED COM USD0.0001 Industrials 22,771.0 $351K 0.01% NEW $15.41 +14.4%
754 VLUE ISHARES TR 2,563.0 $350K 0.01% NEW $136.72 +42.3%
755 PDEC INNOVATOR ETFS TRUST 8,077.0 $350K 0.01% NEW $43.38 +5.3%
756 LITE LUMENTUM HLDGS INC Technology 950.0 $350K 0.01% NEW $368.59 +147.1%
757 PSEP INNOVATOR ETFS TRUST 7,998.0 $350K 0.01% NEW $43.72 +4.6%
758 PNW PINNACLE WEST CAP CORP Utilities 3,942.0 $350K 0.01% NEW $88.69 +15.9%
759 STAG STAG INDL INC Real Estate 9,507.0 $349K 0.01% NEW $36.76 +4.8%
760 FRA BLACKROCK FLOATING RATE INCOME COM Financial Services 29,664.0 $349K 0.01% NEW $11.78 -5.8%
Page 38 of 204  ·  4,075 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
Financial Services 25.8%
Technology 25.4%
Healthcare 10.8%
Consumer Cyclical 9.2%
Industrials 7.7%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.7%
Basic Materials 1.7%