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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 50 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NPK NATIONAL PRESTO INDS INC Industrials 86.0 $11K NEW $124.99 +25.5%
982 LAUNCH TWO ACQUISITION CORP. 1,000.0 $11K NEW $10.72
983 GOCT FIRST TR EXCHNG TRADED FD VI 258.0 $11K NEW $41.54 +1.8%
984 WAVE ECO WAVE POWER GLOBAL AB Utilities 1,181.0 $11K NEW $9.05 -28.1%
985 RUSSELL INVTS EXCHANGE TRADE 327.0 $11K NEW $32.54
986 WGS GENEDX HOLDINGS CORP Healthcare 155.0 $11K NEW $68.65 +27.3%
987 WLTH WEALTHFRONT CORP Technology 1,177.0 $11K NEW $8.94 +5.5%
988 MCKINLEY ACQUISITION CORP 55,330.0 $11K NEW $0.19
989 BCML BAYCOM CORP Financial Services 319.0 $10K NEW $32.90 -8.9%
990 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 861.0 $10K NEW $12.06 -6.6%
991 MCS MARCUS CORP DEL Communication Services 442.0 $10K NEW $23.46 +28.6%
992 CNXN PC CONNECTION INC Technology 141.0 $10K NEW $72.99 +8.8%
993 EFSI EAGLE FINL SVCS INC Financial Services 248.0 $10K NEW $41.46 +1.7%
994 TBPH THERAVANCE BIOPHARMA INC Healthcare 604.0 $10K NEW $17.00 +0.2%
995 BTMD BIOTE CORP Healthcare 5,414.0 $10K NEW $1.89 -16.4%
996 MCCORMICK & CO INC 201.0 $10K NEW $50.50
997 TSAT TELESAT CORP Technology 200.0 $10K NEW $50.62 -16.3%
998 ISTR INVESTAR HOLDING CORP Financial Services 337.0 $10K NEW $29.96 +1.0%
999 QDEF FLEXSHARES TR 116.0 $10K NEW $87.03 +4.9%
1000 BGT BLACKROCK FLOATING RATE INC Financial Services 938.0 $10K NEW $10.66 +2.8%
Page 50 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%