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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 66 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 MFIN MEDALLION FINANCIAL CORP Financial Services 174.0 $2K NEW $10.21 +14.1%
1302 HF FOODS GROUP INC 1,256.0 $2K NEW $1.41
1303 CLPR CLIPPER RLTY INC Real Estate 647.0 $2K NEW $2.72 +26.1%
1304 EWL ISHARES INC 28.0 $2K NEW $62.86 +2.2%
1305 SNDA SONIDA SENIOR LIVING INC Healthcare 43.0 $2K NEW $40.81 -3.5%
1306 DT CLOUD STAR ACQUISITION CO 15,800.0 $2K NEW $0.11
1307 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 215.0 $2K NEW $8.06 +0.4%
1308 CTGO CONTANGO SILVER & GOLD INC Basic Materials 109.0 $2K NEW $15.80 +27.7%
1309 BUDA BUDA JUICE INC Consumer Defensive 200.0 $2K NEW $8.51 +2.8%
1310 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 15.0 $2K NEW $113.07 -9.0%
1311 PXLW PIXELWORKS INC Technology 270.0 $2K NEW $6.24 +8.1%
1312 JPMB J P MORGAN EXCHANGE TRADED F 41.0 $2K NEW $40.32 -1.7%
1313 GYRE GYRE THERAPEUTICS INC Healthcare 246.0 $2K NEW $6.59 -2.3%
1314 ATAIBECKLEY INC 306.0 $2K NEW $5.27
1315 DIGI PWR X INC 295.0 $2K NEW $5.45
1316 MLP MAUI LD &PINEAPPLE INC Real Estate 90.0 $2K NEW $17.78 -11.3%
1317 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 165.0 $2K NEW $9.59 -4.5%
1318 EWK ISHARES INC 58.0 $2K NEW $27.09 +1.9%
1319 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 133.0 $2K NEW $11.74 -3.9%
1320 TPIF TIMOTHY PLAN 41.0 $2K NEW $37.32 +4.2%
Page 66 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%