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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 39 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SPG SIMON PPTY GROUP INC NEW Real Estate 1,886.0 $349K 0.01% NEW $185.06 +11.8%
762 JBHT HUNT J B TRANS SVCS INC Industrials 1,795.0 $349K 0.01% NEW $194.34 +37.7%
763 BALL BALL CORP Consumer Cyclical 6,585.0 $349K 0.01% NEW $52.97 +6.8%
764 FICS FIRST TR EXCHANGE TRADED FD 8,683.0 $348K 0.01% NEW $40.11 +2.2%
765 WHR WHIRLPOOL CORP Consumer Cyclical 4,821.0 $348K 0.01% NEW $72.14 -40.9%
766 CMS CMS ENERGY CORP Utilities 4,932.0 $345K 0.01% NEW $69.93 +6.1%
767 STWD STARWOOD PPTY TR INC Real Estate 19,123.0 $344K 0.01% NEW $18.01 -3.6%
768 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,345.0 $344K 0.01% NEW $102.89 -27.7%
769 CBSH COMMERCE BANCSHARES INC Financial Services 6,548.0 $343K 0.01% NEW $52.34 +0.1%
770 SE SEA LTD Consumer Cyclical 2,681.0 $342K 0.01% NEW $127.57 -30.2%
771 STT STATE STR CORP Financial Services 2,650.0 $342K 0.01% NEW $129.03 +22.9%
772 IYJ ISHARES TR US INDUSTRIALS 2,300.0 $341K 0.01% NEW $148.17 +6.7%
773 MANH MANHATTAN ASSOCIATES INC Technology 1,954.0 $339K 0.01% NEW $173.31 -19.4%
774 UGI UGI CORP NEW Utilities 9,020.0 $338K 0.01% NEW $37.43 -4.2%
775 PMAR INNOVATOR ETFS TRUST 7,502.0 $337K 0.01% NEW $44.94 +5.9%
776 LIT GLOBAL X FDS 5,198.0 $337K 0.01% NEW $64.86 +33.1%
777 WDAY WORKDAY INC Technology 1,569.0 $337K 0.01% NEW $214.85 -40.4%
778 SRLN SSGA ACTIVE ETF TR 8,089.0 $335K 0.01% NEW $41.42 -2.1%
779 RKT ROCKET COS INC Financial Services 17,294.0 $335K 0.01% NEW $19.36 -27.5%
780 CPRT COPART INC Industrials 8,547.0 $335K 0.01% NEW $39.15 -15.1%
Page 39 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%