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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 7 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SN SHARKNINJA INC Consumer Cyclical 282.0 $43K -6.0 -2.1% $152.27 +20.2%
122 RDY DR REDDYS LABS LTD Healthcare 2,883.0 $42K -345.0 -10.7% $14.49 -15.7%
123 USPH U S PHYSICAL THERAPY Healthcare 606.0 $42K -232.0 -27.7% $68.59 +12.8%
124 SMOT VANECK ETF TRUST 1,049.0 $41K -333.0 -24.1% $38.86 +6.0%
125 TPB TURNING PT BRANDS INC Consumer Defensive 478.0 $41K -257.0 -35.0% $84.82 -1.6%
126 KBR KBR INC Industrials 1,159.0 $40K -450.0 -28.0% $34.51 +9.2%
127 FXO FIRST TR EXCHANGE-TRADED FD 596.0 $37K -100.0 -14.4% $62.46 +6.1%
128 NFTY FIRST TR EXCH TRD ALPHDX FD 680.0 $37K -204.0 -23.1% $53.80 +0.3%
129 NPO ENPRO INC Industrials 97.0 $37K -15.0 -13.4% $376.93 -19.2%
130 AKRE PROFESIONALLY MANAGED PORTFO 675.0 $36K -1K -62.6% $53.19 +15.0%
131 EWC ISHARES INC 600.0 $35K -2K -79.3% $57.64 +7.8%
132 CHWY CHEWY INC Consumer Cyclical 1,726.0 $34K -5K -73.4% $19.65 +24.7%
133 WIT WIPRO LTD Technology 14,895.0 $34K -855.0 -5.4% $2.25 -16.4%
134 LMAT LEMAITRE VASCULAR INC Healthcare 328.0 $31K -241.0 -42.4% $96.00 -16.7%
135 WPP WPP PLC NEW Communication Services 2,026.0 $31K -26.0 -1.3% $15.49 +74.4%
136 CLOI VANECK ETF TRUST 549.0 $29K -2K -80.3% $52.95 -0.0%
137 ANIP ANI PHARMACEUTICALS INC Healthcare 345.0 $29K -685.0 -66.5% $82.78 -10.4%
138 BAP CREDICORP LTD Financial Services 65.0 $25K -127.0 -66.2% $389.58 -2.5%
139 BSOL BITWISE SOLANA STAKING ETF Financial Services 2,518.0 $25K -7K -74.6% $10.01 +32.4%
140 TRIP TRIPADVISOR INC Consumer Cyclical 1,752.0 $24K -16K -90.2% $13.71 -25.7%
Page 7 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%