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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 6 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BEP BROOKFIELD RENEWABLE ENERGY Utilities 35,132.0 $1.2M 0.01% NEW $34.73 -6.9%
102 STEL STELLAR BANCORP INC Financial Services 30,806.0 $1.2M 0.01% NEW $39.32 -0.0%
103 NVR NVR INC Consumer Cyclical 170.0 $1.2M 0.01% NEW $6813.41 -6.1%
104 CORT CORCEPT THERAPEUTICS INC Healthcare 13,204.0 $1.1M 0.01% NEW $86.95 +41.7%
105 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 109,800.0 $1.1M 0.01% NEW $10.40 -0.1%
106 BANK OF AMER CORP 905.0 $1.1M 0.01% NEW $1254.50
107 M3-BRIGADE ACQUISITION VI CO 111,000.0 $1.1M 0.01% NEW $10.13
108 TXS TEXAS CAPITAL FUNDS TRUST 27,390.0 $1.1M 0.01% NEW $40.12 +5.2%
109 KOCT INNOVATOR ETFS TRUST 29,396.0 $1.1M 0.01% NEW $37.36 +1.6%
110 SUN SUNOCO LP/SUNOCO FIN CORP Energy 16,129.0 $1.1M 0.01% NEW $67.50 +12.8%
111 QDEC FIRST TR EXCHNG TRADED FD VI 29,836.0 $1.1M 0.01% NEW $35.61 +0.8%
112 CSW INDUSTRIALS INC 3,792.0 $1.1M 0.01% NEW $278.30
113 HYLB DBX ETF TR 28,808.0 $1.1M 0.01% NEW $36.52 -0.4%
114 ENPH ENPHASE ENERGY INC Energy 21,166.0 $1.0M 0.01% NEW $49.24 -24.5%
115 FLEX PUT FLEX LTD Technology 6,400.0 $1.0M 0.01% NEW $162.07 -34.2%
116 SEI SOLARIS ENERGY INFRAS INC Energy 12,695.0 $1.0M 0.01% NEW $80.46 -33.5%
117 CSLM DIGITA ASSET ACQ CORP I 99,800.0 $1.0M 0.01% NEW $10.14
118 LAFA LAFAYETTE ACQUISITION CORP Financial Services 93,760.0 $945K 0.01% NEW $10.08 +0.7%
119 GEM GOLDMAN SACHS ETF TR 18,038.0 $938K 0.01% NEW $52.00 -2.8%
120 SOXQ INVESCO EXCH TRADED FD TR II 8,308.0 $931K 0.01% NEW $112.09 -19.8%
Page 6 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%