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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 59 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 UMAC UNUSUAL MACHS INC Financial Services 200.0 $4K NEW $22.30 +10.2%
1162 BLUE WTR ACQUISITION CORP. I 12,070.0 $4K NEW $0.37
1163 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 105.0 $4K NEW $41.87 -10.0%
1164 MMLP MARTIN MIDSTREAM PRTNRS L P Energy 1,900.0 $4K NEW $2.31 +0.9%
1165 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 238.0 $4K NEW $18.37 +30.8%
1166 GP-ACT III ACQUISITION CORP 22,600.0 $4K NEW $0.19
1167 UNG UNITED STS NAT GAS FD LP Financial Services 360.0 $4K NEW $11.72 -13.4%
1168 BBDO BANCO BRADESCO S A Financial Services 1,395.0 $4K NEW $3.00 +6.6%
1169 TRUBRIDGE INC 159.0 $4K NEW $26.21
1170 ACRS ACLARIS THERAPEUTICS INC Healthcare 786.0 $4K NEW $5.29 +19.3%
1171 CTA SIMPLIFY EXCHANGE TRADED FUN 159.0 $4K NEW $25.94 +7.5%
1172 MIST MILESTONE PHARMACEUTICALS IN Healthcare 3,053.0 $4K NEW $1.34 -22.4%
1173 ELMT ELMET GROUP CO (THE) Industrials 206.0 $4K NEW $19.74 -10.5%
1174 CGNT COGNYTE SOFTWARE LTD Technology 463.0 $4K NEW $8.78 -2.7%
1175 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 1,205.0 $4K NEW $3.36 +21.4%
1176 FCT FIRST TR SR FLTG RATE INCOME Financial Services 418.0 $4K NEW $9.66 +0.1%
1177 TMFG RBB FD INC 130.0 $4K NEW $30.75 +3.5%
1178 AUGO AURA MINERALS INC Basic Materials 62.0 $4K NEW $62.95 +38.8%
1179 ETF OPPORTUNITIES TRUST 165.0 $4K NEW $23.48
1180 XNET XUNLEI LTD Communication Services 690.0 $4K NEW $5.60 -11.4%
Page 59 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%