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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 46 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SNSR GLOBAL X FDS 310.0 $15K NEW $49.97 -6.2%
902 SKYT SKYWATER TECHNOLOGY INC Technology 444.0 $15K NEW $34.82 -6.8%
903 DRD DRDGOLD LIMITED Basic Materials 725.0 $15K NEW $21.30 +46.6%
904 MBX MBX BIOSCIENCES INC Healthcare 279.0 $15K NEW $55.20 +24.3%
905 IMVT IMMUNOVANT INC Healthcare 398.0 $15K NEW $38.53 +12.9%
906 BARK BARK INC Consumer Cyclical 1,526.0 $15K NEW $9.98 +3.6%
907 FCOR FIDELITY MERRIMACK STR TR 323.0 $15K NEW $47.15 -1.4%
908 GUT GABELLI UTIL TR Financial Services 2,301.0 $15K NEW $6.59 -2.9%
909 BTDR BITDEER TECHNOLOGIES GROUP Technology 953.0 $15K NEW $15.87 -28.9%
910 PLBC PLUMAS BANCORP Financial Services 258.0 $15K NEW $58.44 +5.3%
911 HALL CHADWICK ACQUISITION CO 1,500.0 $15K NEW $10.04
912 INSIGHT DIGITAL PARTNERS II 1,500.0 $15K NEW $10.04
913 ARCHIMEDES TECH SPAC PTNRS I 1,500.0 $15K NEW $10.01
914 FOA FINANCE OF AMERICA COMPAN Financial Services 545.0 $15K NEW $27.52 -28.5%
915 TWELVE SEAS INVT CO III 1,500.0 $15K NEW $9.99
916 FBNC FIRST BANCORP N C Financial Services 234.0 $15K NEW $63.93 +0.0%
917 IMXI INTERNATIONAL MONEY EXPRESS Technology 1,033.0 $15K NEW $14.45 -2.6%
918 MOUNTAIN LAKE ACQUISIT CORP 1,500.0 $15K NEW $9.93
919 SGHT SIGHT SCIENCES INC Healthcare 2,739.0 $15K NEW $5.42 +53.5%
920 M3-BRIGADE ACQUISITION VI CO 37,000.0 $15K NEW $0.40
Page 46 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%