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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
Q2 2026 Q1 2026 · All 407 New 1542 Added 1460 Reduced
Page 9 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,507.0 $1.0M 0.03% -3K -42.2% $290.60 +6.0%
162 TDG TRANSDIGM GROUP INC Industrials 876.0 $1.0M 0.03% -294.0 -25.1% $1158.43 +2.4%
163 ADBE ADOBE INC Technology 4,093.0 $997K 0.03% -1K -23.1% $243.56 +19.7%
164 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,797.0 $975K 0.03% -245.0 -4.9% $203.30 +41.4%
165 WCC WESCO INTL INC Industrials 3,437.0 $972K 0.03% -1K -22.6% $282.83 +18.9%
166 DIA STATE STR SPDR DOW JONES IND Financial Services 2,080.0 $967K 0.03% -2K -47.4% $465.05 +15.1%
167 BTI BRITISH AMERN TOB PLC Consumer Defensive 16,359.0 $957K 0.03% -6K -27.7% $58.47 -4.0%
168 OKE ONEOK INC NEW Energy 10,537.0 $952K 0.03% -71.0 -0.7% $90.39 +4.8%
169 BITB BITWISE BITCOIN ETF TR Financial Services 25,542.0 $940K 0.03% -4K -12.5% $36.81 +14.3%
170 HCA HCA HEALTHCARE INC Healthcare 1,991.0 $938K 0.03% -4K -64.7% $471.13 -11.3%
171 HAS HASBRO INC Consumer Cyclical 10,021.0 $938K 0.03% -4K -26.0% $93.60 +0.7%
172 DBC INVESCO DB COMMDY INDX TRCK Financial Services 32,362.0 $937K 0.03% -609.0 -1.9% $28.95 +6.4%
173 SLYV SPDR SERIES TRUST 9,675.0 $915K 0.03% -82.0 -0.8% $94.58 +15.9%
174 RC READY CAPITAL CORP COM Real Estate 549,690.0 $890K 0.03% -28K -4.8% $1.62 +13.0%
175 PTLC PACER FDS TR 16,846.0 $884K 0.03% -224.0 -1.3% $52.46 +14.3%
176 ENTERGY CORP NEW 7,508.0 $844K 0.02% -6K -44.2% $112.42
177 PWR QUANTA SVCS INC Industrials 1,271.0 $832K 0.02% -106.0 -7.7% $654.74 -7.9%
178 SHM SPDR SERIES TRUST 17,360.0 $830K 0.02% -5K -22.9% $47.83 -0.1%
179 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 34,893.0 $828K 0.02% -15K -29.9% $23.74 +60.1%
180 DG DOLLAR GEN CORP Consumer Defensive 6,894.0 $819K 0.02% -6K -48.4% $118.73 +3.5%
Page 9 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 29.3%
Technology 21.3%
Healthcare 11.0%
Industrials 9.9%
Consumer Cyclical 8.6%
Consumer Defensive 5.2%
Communication Services 5.1%
Energy 3.5%
Utilities 2.6%
Real Estate 2.1%