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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 51 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BLFS BIOLIFE SOLUTIONS INC Healthcare 353.0 $10K NEW $28.24 +31.8%
1002 FCCO FIRST CMNTY CORP S C Financial Services 305.0 $10K NEW $32.68 +4.1%
1003 ISHARES TR 100.0 $10K NEW $99.51
1004 IFGL ISHARES TR 444.0 $10K NEW $22.30 +2.5%
1005 ATYR ATYR PHARMA INC Healthcare 16,557.0 $10K NEW $0.60 -4.5%
1006 EUSB ISHARES TR 227.0 $10K NEW $43.45 -0.9%
1007 LUNR INTUITIVE MACHINES INC Industrials 461.0 $10K NEW $21.39 -22.4%
1008 CAPR CAPRICOR THERAPEUTICS INC Healthcare 409.0 $10K NEW $24.08 -65.6%
1009 JYNT JOINT CORP Healthcare 1,118.0 $10K NEW $8.78 -3.8%
1010 PATHWARD FINANCIAL INC 111.0 $10K NEW $87.06
1011 AMRC AMERESCO INC Industrials 349.0 $10K NEW $27.60 -20.0%
1012 CSLM DIGITA ASSET ACQ CORP I 47,787.0 $10K NEW $0.20
1013 BWMN BOWMAN CONSULTING GROUP LTD Industrials 326.0 $10K NEW $29.20 +45.7%
1014 RIGL RIGEL PHARMACEUTICALS INC Healthcare 243.0 $10K NEW $39.12 +19.5%
1015 AYA GOLD & SILVER INC 500.0 $9K NEW $18.94
1016 RANGE CAP ACQUISITION CORP I 27,560.0 $9K NEW $0.34
1017 TRS TRIMAS CORP Consumer Cyclical 205.0 $9K NEW $45.03 -11.7%
1018 ILCB ISHARES TR 88.0 $9K NEW $103.65 +2.4%
1019 XPEL XPEL INC Consumer Cyclical 183.0 $9K NEW $49.60 +1.2%
1020 MOZAYYX ACQUISITION CORP 908.0 $9K NEW $9.97
Page 51 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%