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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 62 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 OPRA OPERA LTD Communication Services 144.0 $3K NEW $19.83 -4.9%
1222 SQFT PRESIDIO PPTY TR INC Real Estate 1,134.0 $3K NEW $2.52 -41.6%
1223 GRAF GLOBAL CORP 7,500.0 $3K NEW $0.38
1224 SPARK I ACQUISITION CORP 1,200.0 $3K NEW $2.38
1225 BGSF BGSF INC Industrials 499.0 $3K NEW $5.71 -5.6%
1226 TSAKOS ENERGY NAVIGATION LTD 80.0 $3K NEW $35.38
1227 GOGO GOGO INC Communication Services 907.0 $3K NEW $3.10 -17.4%
1228 WIDEPOINT CORP COMMON 160.0 $3K NEW $17.50
1229 FPS FORGENT POWER SOLUTIONS INC Industrials 50.0 $3K NEW $55.86 -42.4%
1230 TYRA TYRA BIOSCIENCES INC Healthcare 87.0 $3K NEW $31.94 -18.3%
1231 WHG WESTWOOD HLDGS GROUP INC Financial Services 144.0 $3K NEW $19.16 +0.1%
1232 ALAUNOS THERAPEUTICS INC 1,216.0 $3K NEW $2.26
1233 KOLIBRI GLOBAL ENERGY INC 549.0 $3K NEW $4.98
1234 USA LIBERTY ALL STAR EQUITY FD Financial Services 469.0 $3K NEW $5.81 +3.3%
1235 MG MISTRAS GROUP INC Industrials 155.0 $3K NEW $17.47 +9.3%
1236 RAMACO RES INC 204.0 $3K NEW $13.23
1237 TRAILBLAZER ACQUISITION CORP 6,680.0 $3K NEW $0.40
1238 CENTURION ACQUISITION CORP 11,435.0 $3K NEW $0.23
1239 ZBIO ZENAS BIOPHARMA INC Healthcare 104.0 $3K NEW $25.38 +24.7%
1240 CALISA ACQUISITION CORP 4,300.0 $3K NEW $0.61
Page 62 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%