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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 52 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SWIM LATHAM GROUP INC Industrials 1,398.0 $9K NEW $6.47 +10.4%
1022 BEKE KE HLDGS INC Real Estate 620.0 $9K NEW $14.53 +23.9%
1023 RELL RICHARDSON ELECTRS LTD Technology 469.0 $9K NEW $19.01 -11.3%
1024 AQST AQUESTIVE THERAPEUTICS INC Healthcare 2,125.0 $9K NEW $4.16 +22.1%
1025 USCB USCB FINANCIAL HOLDINGS INC Financial Services 429.0 $9K NEW $20.46 +9.6%
1026 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 950.0 $9K NEW $9.21 +1.3%
1027 XZO EXZEO GROUP INC Financial Services 514.0 $9K NEW $16.87 +1.5%
1028 CBNK CAPITAL BANCORP INC MD Financial Services 246.0 $9K NEW $35.12 +3.5%
1029 DSP VIANT TECHNOLOGY INC Technology 680.0 $9K NEW $12.66 -2.8%
1030 BSET BASSETT FURNITURE INDS INC Consumer Cyclical 485.0 $9K NEW $17.72 +6.8%
1031 ILTB ISHARES TR 174.0 $9K NEW $49.25 -3.1%
1032 GRPN GROUPON INC Communication Services 356.0 $9K NEW $24.06 -18.6%
1033 JOYY JOYY INC Communication Services 128.0 $8K NEW $65.99 +13.6%
1034 CALX CALIX INC Technology 226.0 $8K NEW $37.32 +6.8%
1035 MBUU MALIBU BOATS INC Consumer Cyclical 307.0 $8K NEW $27.43 +3.8%
1036 FIRST TRACKS BIOTHERAPEUTICS 415.0 $8K NEW $20.12
1037 ECH ISHARES INC 210.0 $8K NEW $39.70 +5.6%
1038 NORTHPOINTE BANCSHARES INC. 429.0 $8K NEW $19.18
1039 SEALSQ CORP 2,604.0 $8K NEW $3.15
1040 FLXS FLEXSTEEL INDS INC Consumer Cyclical 110.0 $8K NEW $74.48 +9.5%
Page 52 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%