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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 73 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BK TECHNOLOGIES CORPORATION 4.0 $344.0 NEW $86.00
1442 EH EHANG HLDGS LTD Industrials 50.0 $328.0 NEW $6.56 -20.7%
1443 MRM MEDIROM HEALTHCARE TECH INC Consumer Cyclical 300.0 $309.0 NEW $1.03 -7.8%
1444 BLTE BELITE BIO INC Healthcare 2.0 $308.0 NEW $154.00 +3.2%
1445 OKEANIS ECO TANKERS COR 6.0 $301.0 NEW $50.17
1446 TMV DIREXION SHARES ETF TRUST 8.0 $296.0 NEW $37.00 +14.1%
1447 SMID SMITH MIDLAND CORP Basic Materials 10.0 $290.0 NEW $29.00 -5.2%
1448 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 102.0 $289.0 NEW $2.83 -15.3%
1449 ANIX ANIXA BIOSCIENCES INC Healthcare 100.0 $280.0 NEW $2.80 +29.3%
1450 GORES HLDGS X INC 375.0 $278.0 NEW $0.74
1451 MONOPAR THERAPEUTICS INC 3.0 $278.0 NEW $92.67
1452 GEVO GEVO INC Basic Materials 179.0 $269.0 NEW $1.50 +1.8%
1453 TAILWIND 2.0 ACQUISITION COR 2,100.0 $263.0 NEW $0.13
1454 APEX TREAS CORP 870.0 $261.0 NEW $0.30
1455 NL NLI HOLDINGS INC Industrials 43.0 $256.0 NEW $5.95 +8.0%
1456 TX TERNIUM SA Basic Materials 6.0 $256.0 NEW $42.67 +29.2%
1457 JENA ACQUISITION CORP II 1,500.0 $255.0 NEW $0.17
1458 OPTIMI HEALTH CORP 50.0 $254.0 NEW $5.08
1459 MVST MICROVAST HOLDINGS INC Industrials 215.0 $251.0 NEW $1.17 -33.5%
1460 TAVIA ACQUISITION CORP 2,490.0 $249.0 NEW $0.10
Page 73 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%