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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 39 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 2,271.0 $28K NEW $12.12 -3.5%
762 SVIV SPRING VY ACQUISITION CORP I Financial Services 2,700.0 $27K NEW $10.18 +0.4%
763 BFC BANK FIRST CORP Financial Services 184.0 $27K NEW $148.35 +3.6%
764 QLTY GMO ETF TRUST 655.0 $27K NEW $41.62 +3.7%
765 SERV SERVE ROBOTICS INC Industrials 4,143.0 $27K NEW $6.58 -27.4%
766 ASST STRIVE INC Communication Services 2,497.0 $27K NEW $10.91 +97.1%
767 AMC ENTMT HLDGS INC 14,199.0 $27K NEW $1.90
768 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 2,106.0 $27K NEW $12.80 -4.5%
769 CDRE CADRE HLDGS INC Industrials 943.0 $27K NEW $28.51 +10.6%
770 XENE XENON PHARMACEUTICALS INC Healthcare 441.0 $27K NEW $60.36 +5.7%
771 MEC MAYVILLE ENGR CO INC Industrials 709.0 $27K NEW $37.46 -44.8%
772 DBI DESIGNER BRANDS INC Consumer Cyclical 4,528.0 $26K NEW $5.83 -1.9%
773 SCHWAB STRATEGIC TR 1,030.0 $26K NEW $25.42
774 ORC ORCHID IS CAP INC Real Estate 3,749.0 $26K NEW $6.97 -4.3%
775 INTU CALL INTUIT Technology 100.0 $26K NEW $261.00 +32.5%
776 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 494.0 $26K NEW $52.37 -14.1%
777 ROOT INC 462.0 $26K NEW $55.92
778 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 2,500.0 $26K NEW $10.32 +0.8%
779 IWX ISHARES TR 245.0 $26K NEW $105.16 +7.4%
780 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,354.0 $26K NEW $19.01 -1.8%
Page 39 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%