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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 49 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FETH FIDELITY ETHEREUM FD Financial Services 774.0 $12K NEW $15.74 +55.8%
962 SIZE ISHARES TR 68.0 $12K NEW $178.28 +3.5%
963 WETOUCH TECHNOLOGY INC 10,000.0 $12K NEW $1.21
964 GLRE GREENLIGHT CAP RE LTD Financial Services 738.0 $12K NEW $16.18 -4.3%
965 ANAB ANAPTYSBIO INC Healthcare 176.0 $12K NEW $67.31 -13.3%
966 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 138.0 $12K NEW $85.80 -15.9%
967 TRTX TPG RE FIN TR INC Real Estate 1,410.0 $12K NEW $8.37 -6.8%
968 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 100.0 $12K NEW $116.67 +48.1%
969 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 95.0 $12K NEW $122.59 +22.8%
970 ACU ACME UTD CORP Consumer Defensive 244.0 $12K NEW $47.72 +30.0%
971 GSL GLOBAL SHIP LEASE INC Industrials 308.0 $12K NEW $37.60 +20.5%
972 ZEVRA THERAPEUTICS INC 806.0 $12K NEW $14.34
973 OVBC OHIO VY BANC CORP Financial Services 266.0 $12K NEW $43.43 +4.1%
974 EPSN EPSILON ENERGY LTD Energy 2,082.0 $11K NEW $5.41 +7.0%
975 VEL VELOCITY FINL INC Financial Services 603.0 $11K NEW $18.46 -1.8%
976 PLPC PREFORMED LINE PRODS CO Industrials 27.0 $11K NEW $410.56 +0.6%
977 GDS GDS HLDGS LTD Technology 369.0 $11K NEW $30.03 +9.9%
978 STRATA CRITICAL MEDICAL INC 2,051.0 $11K NEW $5.27
979 SMHI SEACOR MARINE HLDGS INC Industrials 1,411.0 $11K NEW $7.65 +26.8%
980 PFLT PENNANTPARK FLOATING RATE CA Financial Services 1,440.0 $11K NEW $7.48 -0.8%
Page 49 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%