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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 11 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SUTRO BIOPHARMA INC 16.0 $531.0 -25.0 -61.0% $33.19
202 QYLG GLOBAL X FDS 16.0 $485.0 -14.0 -46.7% $30.31 -3.4%
203 LMB LIMBACH HLDGS INC Industrials 6.0 $462.0 -289.0 -98.0% $77.00 -45.8%
204 WB WEIBO CORP Communication Services 62.0 $450.0 -68.0 -52.3% $7.26 -3.6%
205 MFM ABERDEEN MUN INCOME FD Financial Services 61.0 $343.0 -22.0 -26.5% $5.62 -5.4%
206 GCTS GCT SEMICONDUCTOR HLDG INC Technology 85.0 $252.0 -3K -97.3% $2.96 -37.3%
207 MSTU ETF OPPORTUNITIES TRUST 112.0 $182.0 -7.0 -5.9% $1.62 +1676.0%
208 IVOL KRANESHARES TRUST 10.0 $175.0 -4.0 -28.6% $17.50 -0.2%
209 TIDAL TRUST II 6.0 $172.0 -73.0 -92.4% $28.67
210 SBR SABINE RTY TR Energy 2.0 $146.0 -1.0 -33.3% $73.00 -0.3%
211 CCCC C4 THERAPEUTICS INC Healthcare 19.0 $89.0 -300.0 -94.0% $4.68 -12.5%
212 CMB.TECH NV 4.0 $56.0 -30.0 -88.2% $14.00
213 BONK INC 33.0 $51.0 -26.0 -44.1% $1.55
214 MRAM EVERSPIN TECHNOLOGIES INC Technology 2.0 $48.0 -20.0 -90.9% $24.00 -32.8%
215 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 9.0 $17.0 -83.0 -90.2% $1.89 +13.8%
216 CREATIVE REALITIES INC 4.0 $17.0 -6.0 -60.0% $4.25
Page 11 of 11  ·  216 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%