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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 72 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 42.0 $456.0 NEW $10.86 -20.2%
1422 REPUBLIC DIGITAL ACQUISITION 1,250.0 $450.0 NEW $0.36
1423 VESTA REAL ESTATE CORP 13.0 $446.0 NEW $34.31
1424 NEW PROVIDENCE ACQUISITION C 1,699.0 $442.0 NEW $0.26
1425 HALL CHADWICK ACQUISITION CO 1,500.0 $435.0 NEW $0.29
1426 SIZZLE ACQUISITION CORP. II 2,400.0 $390.0 NEW $0.16
1427 SSP SCRIPPS E W CO OHIO Communication Services 140.0 $388.0 NEW $2.77 +19.8%
1428 PALL ABRDN PALLADIUM ETF TRUST Financial Services 17.0 $386.0 NEW $22.71 +8.5%
1429 JACKSON ACQUISITION CO II 2,750.0 $386.0 NEW $0.14
1430 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 4.0 $377.0 NEW $94.25 -56.3%
1431 QHY WISDOMTREE TR 8.0 $366.0 NEW $45.75 +0.3%
1432 PSNL PERSONALIS INC Healthcare 27.0 $362.0 NEW $13.41 +27.2%
1433 ETON PHARMACEUTICALS INC 10.0 $362.0 NEW $36.20
1434 CALUMET INC 10.0 $360.0 NEW $36.00
1435 LBRX LB PHARMACEUTICALS INC Healthcare 11.0 $357.0 NEW $32.45 +48.5%
1436 CTMX CYTOMX THERAPEUTICS INC. Healthcare 95.0 $356.0 NEW $3.75 -12.2%
1437 OXLEY BRIDGE ACQ LTD 1,650.0 $352.0 NEW $0.21
1438 COYA THERAPEUTICS INC 60.0 $351.0 NEW $5.85
1439 BOLD EAGLE ACQUISITION CORP 1,200.0 $348.0 NEW $0.29
1440 FOUR SEASONS ED CAYMAN INC 36.0 $345.0 NEW $9.58
Page 72 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%