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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SFBS SERVISFIRST BANCSHARES INC Financial Services 1,239.0 $108K 0.00% -15.0 -1.2% $86.78 -49.4%
82 PGF INVESCO EXCHANGE TRADED FD T 7,620.0 $104K 0.00% -1K -12.1% $13.71 -2.2%
83 UAA UNDER ARMOUR INC Consumer Cyclical 16,272.0 $104K 0.00% -17K -50.8% $6.39 -16.0%
84 VC VISTEON CORP Consumer Cyclical 991.0 $98K 0.00% -16.0 -1.6% $99.21 +2.7%
85 FCN FTI CONSULTING INC Industrials 636.0 $95K 0.00% -689.0 -52.0% $149.01 +4.4%
86 ENSG ENSIGN GROUP INC Healthcare 581.0 $93K 0.00% -645.0 -52.6% $160.07 +12.1%
87 DBMF LITMAN GREGORY FDS TR 2,882.0 $88K 0.00% -3K -54.4% $30.61 +2.1%
88 SIMO SILICON MOTION TECHNOLOGY CO Technology 264.0 $88K 0.00% -527.0 -66.6% $333.33 -27.0%
89 WU WESTERN UN CO Financial Services 11,286.0 $87K 0.00% -10K -48.0% $7.70 -4.9%
90 XTJA INNOVATOR ETFS TRUST 2,423.0 $82K 0.00% -72.0 -2.9% $34.04 +2.4%
91 IDEV ISHARES TR 896.0 $80K 0.00% -2K -72.0% $89.01 +4.6%
92 EPP ISHARES INC 1,426.0 $76K 0.00% -1K -48.7% $53.27 +8.7%
93 ODC OIL DRI CORP AMER Basic Materials 731.0 $75K -36.0 -4.7% $102.21 -9.8%
94 AZZ AZZ INC Industrials 461.0 $72K -204.0 -30.7% $155.12 -9.3%
95 BIO BIO RAD LABS INC Healthcare 242.0 $71K -348.0 -59.0% $293.61 +30.0%
96 ANGLOGOLD ASHANTI PLC 877.0 $71K -159.0 -15.3% $80.89
97 XTAP INNOVATOR ETFS TRUST 1,548.0 $70K -313.0 -16.8% $45.33 +2.1%
98 FSV FIRSTSERVICE CORP NEW Real Estate 486.0 $69K -142.0 -22.6% $142.22 +1.2%
99 XTJL INNOVATOR ETFS TRUST 1,643.0 $68K -200.0 -10.8% $41.13 +2.3%
100 PUK PRUDENTIAL PLC Financial Services 2,507.0 $67K -591.0 -19.1% $26.81 +6.3%
Page 5 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%