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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 42 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 AGI ALAMOS GOLD INC Basic Materials 737.0 $22K NEW $30.36 +23.7%
822 PURR HYPERLIQUID STRATEGIES INC Basic Materials 2,832.0 $22K NEW $7.87 +46.9%
823 TPSC TIMOTHY PLAN 463.0 $22K NEW $47.98 +0.5%
824 DYN DYNE THERAPEUTICS INC Healthcare 997.0 $22K NEW $22.21 +18.7%
825 LEGH LEGACY HOUSING CORP Consumer Cyclical 840.0 $22K NEW $26.27 +8.7%
826 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,544.0 $22K NEW $8.57 +58.9%
827 BDVG LITMAN GREGORY FDS TR 1,528.0 $22K NEW $14.27 +6.0%
828 DJCO DAILY JOURNAL CORP Technology 36.0 $22K NEW $601.19 +5.3%
829 FIRST TR EXCHNG TRADED FD VI 653.0 $22K NEW $33.06
830 RALLIANT CORP 289.0 $21K NEW $73.64
831 TDTT FLEXSHARES TR 886.0 $21K NEW $23.91 -1.3%
832 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 2,100.0 $21K NEW $10.04 +0.6%
833 KNOP KNOT OFFSHORE PARTNERS LP Industrials 2,100.0 $21K NEW $9.98 +6.8%
834 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 1,852.0 $21K NEW $11.28 +6.0%
835 AXIOM INTELLIGENCE AC CORP 1 2,000.0 $21K NEW $10.34
836 THTA TIDAL TRUST I 1,325.0 $21K NEW $15.59 +0.4%
837 ZTO ZTO EXPRESS CAYMAN INC Industrials 922.0 $21K NEW $22.38 -4.7%
838 DAC DANAOS CORPORATION Industrials 168.0 $21K NEW $122.29 +20.8%
839 INNOVATOR ETFS TRUST 689.0 $20K NEW $29.55
840 OSG OCTAVE SPECIALTY GROUP INC Financial Services 3,259.0 $20K NEW $6.24 -26.3%
Page 42 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%