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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 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 646.0 $23K -959.0 -59.8% $36.20 -24.5%
142 WGO WINNEBAGO INDS INC Consumer Cyclical 726.0 $23K -79.0 -9.8% $31.24 +2.9%
143 FLIN FRANKLIN TEMPLETON ETF TR 620.0 $22K -380.0 -38.0% $35.57 -0.1%
144 PTNQ PACER FDS TR 237.0 $21K -268.0 -53.1% $88.49 -3.7%
145 GFL GFL ENVIRONMENTAL INC Industrials 538.0 $20K -1K -73.3% $36.79 +12.8%
146 URNM SPROTT FDS TR 361.0 $19K -440.0 -54.9% $52.53 +11.8%
147 PRDO PERDOCEO ED CORP Consumer Defensive 580.0 $19K -1K -70.2% $31.97 +3.2%
148 IRMD IRADIMED CORP Healthcare 192.0 $18K -120.0 -38.5% $95.67 -8.9%
149 AEBI SCHMIDT HLDG AG 1,422.0 $18K -766.0 -35.0% $12.55
150 CHY CALAMOS CONV &HIGH INCOME F Financial Services 1,214.0 $17K -786.0 -39.3% $13.62 -5.3%
151 HNST HONEST CO INC Consumer Cyclical 4,494.0 $16K -2K -35.4% $3.66 +42.1%
152 HYGW ISHARES TR 545.0 $16K -1K -65.0% $29.11 -0.6%
153 OPFI OPPFI INC Technology 1,508.0 $15K -3K -67.6% $9.93 -28.7%
154 BBUS J P MORGAN EXCHANGE TRADED F 109.0 $15K -477.0 -81.4% $134.72 +2.2%
155 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1,799.0 $15K -384.0 -17.6% $8.11 +12.5%
156 QTTB Q32 BIO INC Healthcare 1,111.0 $14K -37.0 -3.2% $12.74 +28.4%
157 EC ECOPETROL S A Energy 967.0 $14K -770.0 -44.3% $14.24 +21.7%
158 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 437.0 $13K -56.0 -11.4% $29.78 -21.6%
159 ESQ ESQUIRE FINL HLDGS INC Financial Services 105.0 $13K -31.0 -22.8% $119.60 -4.0%
160 NVMI NOVA LTD Technology 23.0 $12K -9.0 -28.1% $542.96 -33.2%
Page 8 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%