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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 57 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 USAU U S GOLD CORP Basic Materials 373.0 $6K NEW $15.33 +6.2%
1122 MNA NEW YORK LIFE INVESTMENTS ET 156.0 $6K NEW $36.48 +1.1%
1123 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 1,619.0 $6K NEW $3.48 +10.8%
1124 FHTX FOGHORN THERAPEUTICS INC Healthcare 1,136.0 $6K NEW $4.88 +41.9%
1125 NG NOVAGOLD RESOURCES INC Basic Materials 928.0 $6K NEW $5.97 +63.4%
1126 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 800.0 $6K NEW $6.92 -25.7%
1127 COPJ SPROTT FDS TR 138.0 $5K NEW $39.60 +22.4%
1128 ECBK ECB BANCORP INC Financial Services 272.0 $5K NEW $20.08 +4.0%
1129 BOTT THEMES ETF TR 106.0 $5K NEW $50.78 -15.2%
1130 SGRY SURGERY PARTNERS INC Healthcare 317.0 $5K NEW $16.80 -16.7%
1131 HURN HURON CONSULTING GROUP INC Industrials 59.0 $5K NEW $90.15 +77.9%
1132 DRUGS MADE IN AMER ACQ II CO 65,990.0 $5K NEW $0.08
1133 CQQQ INVESCO EXCH TRADED FD TR II 92.0 $5K NEW $57.03 -15.6%
1134 ASYS AMTECH SYS INC Technology 227.0 $5K NEW $23.08 -37.9%
1135 FVRR FIVERR INTL LTD Communication Services 500.0 $5K NEW $10.32 -8.4%
1136 BTC DEV CORP 14,587.0 $5K NEW $0.35
1137 CIG CIA ENERGETICA DE MINAS GERA Utilities 2,414.0 $5K NEW $2.10 -5.4%
1138 HTHT H WORLD GROUP LTD Consumer Cyclical 120.0 $5K NEW $41.72 +18.1%
1139 TALK TALKSPACE INC Healthcare 961.0 $5K NEW $5.20 +1.0%
1140 SSL SASOL LTD Basic Materials 503.0 $5K NEW $9.82 +16.7%
Page 57 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%