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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 40 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NWFL NORWOOD FINANCIAL CORP Financial Services 799.0 $26K NEW $32.15 +4.5%
782 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 2,583.0 $26K NEW $9.90 -26.2%
783 CNMD CONMED CORP Healthcare 781.0 $26K NEW $32.73 +54.2%
784 LAKE LAKELAND INDS INC Consumer Cyclical 2,389.0 $26K NEW $10.69 +10.6%
785 DVOL FIRST TR EXCHANGE TRADED FD 698.0 $26K NEW $36.54 +2.7%
786 RRR RED ROCK RESORTS INC Consumer Cyclical 392.0 $26K NEW $65.06 -8.3%
787 TUSI TOUCHSTONE ETF TRUST 1,000.0 $25K NEW $25.28 +0.3%
788 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 3,050.0 $25K NEW $8.27 +2.1%
789 LONZ PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND 511.0 $25K NEW $49.31 -0.0%
790 TIDAL TRUST II 846.0 $25K NEW $29.57
791 TECX TECTONIC THERAPEUTIC INC Healthcare 725.0 $25K NEW $34.38 +4.6%
792 SIZZLE ACQUISITION CORP. II 2,400.0 $25K NEW $10.36
793 BORR DRILLING LTD 6,020.0 $25K NEW $4.13
794 CEG CALL CONSTELLATION ENERGY CORP Utilities 100.0 $25K NEW $248.37 +12.5%
795 FLBR FRANKLIN TEMPLETON ETF TR 1,160.0 $25K NEW $21.41 +2.2%
796 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 970.0 $25K NEW $25.55 +0.9%
797 NVEC NVE CORP Technology 237.0 $25K NEW $104.55 +2.5%
798 CXT CRANE NXT CO Industrials 483.0 $25K NEW $51.16 -1.0%
799 TSEM TOWER SEMICONDUCTOR LTD Technology 94.0 $24K NEW $260.64 -15.1%
800 MAREX GROUP PLC 401.0 $24K NEW $60.95
Page 40 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%