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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 67 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ACRES COMMERCIAL REALTY CORP 86.0 $2K NEW $17.79
1322 TBN TAMBORAN RES CORP Basic Materials 47.0 $2K NEW $32.51 +16.3%
1323 AIR INDS GROUP 500.0 $2K NEW $3.02
1324 FLL FULL HSE RESORTS INC Consumer Cyclical 540.0 $2K NEW $2.79 -23.3%
1325 BLCO BAUSCH PLUS LOMB CORP Healthcare 90.0 $1K NEW $16.56 +4.6%
1326 RF ACQUISITION CORP II 14,900.0 $1K NEW $0.10
1327 HSAI HESAI GROUP Consumer Cyclical 81.0 $1K NEW $18.22 -0.4%
1328 LAUNCH ONE ACQUISITION CORP 7,725.0 $1K NEW $0.19
1329 VRP INVESCO EXCH TRADED FD TR II 60.0 $1K NEW $24.32 -0.9%
1330 FUNC FIRST UTD CORP Financial Services 33.0 $1K NEW $44.12 -1.6%
1331 THD ISHARES INC 20.0 $1K NEW $72.35 +1.5%
1332 IAUX I-80 GOLD CORP Basic Materials 1,000.0 $1K NEW $1.44 +33.3%
1333 GESHER ACQUISITION CORP. II 4,900.0 $1K NEW $0.29
1334 LUCKY STRIKE ENTERTAINMENT C 188.0 $1K NEW $7.48
1335 VUZI VUZIX CORP Technology 484.0 $1K NEW $2.90 -4.1%
1336 SEQUANS COMMUNICATIONS S A 409.0 $1K NEW $3.40
1337 DLNG DYNAGAS LNG PARTNERS LP Energy 400.0 $1K NEW $3.38 +12.4%
1338 TAL TAL ED GROUP Consumer Defensive 141.0 $1K NEW $9.57 +20.0%
1339 NEWBURY STR II ACQUISITION C 7,235.0 $1K NEW $0.19
1340 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 387.0 $1K NEW $3.41 -6.4%
Page 67 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%