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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 38 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MSA MSA SAFETY INC Industrials 258.0 $42K 0.00% -32.0 -11.0% $164.12 +5.5%
742 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 827.0 $42K 0.00% -732.0 -47.0% $51.11 -7.4%
743 SXI STANDEX INTL CORP Industrials 163.0 $42K 0.00% -45.0 -21.6% $255.29 +5.6%
744 FORM FORMFACTOR INC Technology 429.0 $42K 0.00% -56.0 -11.6% $96.99 +40.7%
745 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 449.0 $41K 0.00% -72.0 -13.8% $91.64 +4.6%
746 EL LAUDER ESTEE COS INC Consumer Defensive 570.0 $41K 0.00% -9.0 -1.6% $71.77 +20.7%
747 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 3,926.0 $41K 0.00% -27K -87.4% $10.38 -2.0%
748 IGV ISHARES TR 506.0 $41K 0.00% -5K -91.3% $80.05 +17.5%
749 STZ CONSTELLATION BRANDS INC Consumer Defensive 266.0 $40K 0.00% -550.0 -67.4% $150.06 -1.6%
750 SEM SELECT MED HLDGS CORP Healthcare 2,436.0 $40K 0.00% -10K -81.1% $16.29 +1.5%
751 MMS MAXIMUS INC Industrials 615.0 $39K 0.00% -916.0 -59.8% $64.10 -5.0%
752 HR HEALTHCARE RLTY TR Real Estate 2,319.0 $39K 0.00% -909.0 -28.2% $16.99 +21.0%
753 SLM SLM CORP Financial Services 1,825.0 $39K 0.00% -6K -76.2% $21.46 +2.9%
754 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 4,963.0 $39K 0.00% -10K -67.1% $7.89 +2.3%
755 GTLS CHART INDS INC Industrials 188.0 $39K 0.00% -28.0 -13.0% $206.76 +0.5%
756 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 290.0 $39K 0.00% -483.0 -62.5% $133.46 +15.6%
757 BEPC BROOKFIELD RENEWABLE CORP Utilities 971.0 $39K 0.00% -213.0 -18.0% $39.83 -1.9%
758 PFO Flaherty & Crumrin Pfd & INM F Financial Services 4,275.0 $39K 0.00% -45K -91.2% $9.04 +0.6%
759 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,727.0 $38K 0.00% -13K -88.5% $22.27 -9.6%
760 VIV TELEFONICA BRASIL SA Communication Services 2,416.0 $38K 0.00% -1K -36.0% $15.91 -15.1%
Page 38 of 73  ·  1,460 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
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%