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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 45 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 ELVN ENLIVEN THERAPEUTICS INC Healthcare 331.0 $17K NEW $50.75 +20.2%
882 KTB KONTOOR BRANDS INC Consumer Cyclical 197.0 $16K NEW $83.35 -4.0%
883 CAR AVIS BUDGET GROUP INC Industrials 111.0 $16K NEW $147.84 -1.8%
884 XRP BITWISE XRP ETF Financial Services 1,407.0 $16K NEW $11.66 +41.2%
885 GSAT GLOBALSTAR INC Communication Services 201.0 $16K NEW $81.29 +0.9%
886 BILL BILL HOLDINGS INC Technology 452.0 $16K NEW $36.12 +32.1%
887 APOGEE THERAPEUTICS INC 123.0 $16K NEW $132.73
888 VEMY VIRTUS ETF TR II 564.0 $16K NEW $28.80 -1.0%
889 ANGL VANECK ETF TRUST 550.0 $16K NEW $29.25 -0.5%
890 TSBK TIMBERLAND BANCORP INC Financial Services 358.0 $16K NEW $44.81 +2.7%
891 CDX SIMPLIFY EXCHANGE TRADED FUN 758.0 $16K NEW $21.12 -1.5%
892 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 688.0 $16K NEW $23.25 +6.0%
893 WEYS WEYCO GROUP INC Consumer Cyclical 406.0 $16K NEW $39.29 +16.0%
894 EVV EATON VANCE LIMITED DURATION Financial Services 1,700.0 $16K NEW $9.37 -2.5%
895 LXEO LEXEO THERAPEUTICS INC Healthcare 3,409.0 $16K NEW $4.66 +10.2%
896 CCBG CAPITAL CITY BANK Financial Services 321.0 $16K NEW $49.42 +3.5%
897 EMBX VANECK FDS 309.0 $16K NEW $51.31 +0.4%
898 QEFA SPDR INDEX SHS FDS 165.0 $16K NEW $96.01 +6.6%
899 PIO INVESCO EXCH TRADED FD TR II 350.0 $16K NEW $44.97 +0.3%
900 CXSE WISDOMTREE TR 400.0 $16K NEW $38.88 -2.1%
Page 45 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%