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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 76 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 HELP CYBIN INC Healthcare 13.0 $86.0 NEW $6.62 +96.8%
1502 ROE EA SERIES TRUST 2.0 $85.0 NEW $42.50 +2.5%
1503 KRMD KORU MEDICAL SYSTEMS INC Healthcare 19.0 $79.0 NEW $4.16 -22.6%
1504 PSIX POWER SOLUTIONS INTL INC Industrials 2.0 $78.0 NEW $39.00 -10.3%
1505 PPHC PUBLIC POL HLDG CO INC Industrials 9.0 $66.0 NEW $7.33 +51.2%
1506 PPI INVESTMENT MANAGERS SER TR I 3.0 $64.0 NEW $21.33 +0.8%
1507 BW BABCOCK &WILCOX ENTERPRISES Industrials 4.0 $56.0 NEW $14.00 -45.1%
1508 DMAC DIAMEDICA THERAPEUTICS INC Healthcare 8.0 $56.0 NEW $7.00 -6.9%
1509 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 2.0 $53.0 NEW $26.50 +6.8%
1510 CITIUS PHARMACEUTICALS INC 84.0 $51.0 NEW $0.61
1511 KSCP KNIGHTSCOPE INC Industrials 18.0 $38.0 NEW $2.11 -35.1%
1512 SMARTKEM INC 145.0 $36.0 NEW $0.25
1513 AIRE REALPHA TECH CORP Real Estate 14.0 $28.0 NEW $2.00 -20.0%
1514 TMQ TRILOGY METALS INC NEW Basic Materials 8.0 $28.0 NEW $3.50 +7.4%
1515 DEFI DEVELOPMENT CORP 102.0 $28.0 NEW $0.27
1516 SENS SENSEONICS HLDGS INC Healthcare 3.0 $17.0 NEW $5.67 +65.5%
1517 EVMN EVOMMUNE INC Healthcare 1.0 $13.0 NEW $13.00 +5.2%
1518 NEXTTRIP INC 6.0 $13.0 NEW $2.17
1519 DLHC DLH HLDGS CORP Industrials 2.0 $10.0 NEW $5.00 -10.6%
1520 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 1.0 $9.0 NEW $9.00 -10.4%
Page 76 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%