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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 112 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 NVMI NOVA LTD Technology 32.0 $16K +20.0 +166.7% $491.62 -31.3%
2222 MDXG MIMEDX GROUP INC COM Healthcare 3,980.0 $16K +4K +10000.0% $3.95 +14.4%
2223 NBR NABORS INDUSTRIES LTD Energy 182.0 $16K +159.0 +691.3% $86.07 +8.3%
2224 GSBC GREAT SOUTHN BANCORP INC Financial Services 248.0 $16K +6.0 +2.5% $63.13 +23.5%
2225 GLOB GLOBANT S A COM Technology 415.0 $16K +335.0 +418.8% $37.62 +5.5%
2226 FTRI FIRST TR EXCHANGE-TRADED FD 874.0 $16K $17.84 +2.1%
2227 BHE BENCHMARK ELECTRS INC Technology 278.0 $16K -139.0 -33.3% $56.06 +25.7%
2228 TNK Teekay Tankers Ltd Energy 199.0 $16K +196.0 +6533.3% $78.29 +12.8%
2229 AEHR AEHR TEST SYS Technology 420.0 $16K -414.0 -49.6% $37.08 +106.5%
2230 HCSG HEALTHCARE SVCS GROUP INC Healthcare 839.0 $16K +759.0 +948.8% $18.55 +17.6%
2231 CAI CARIS LIFE SCIENCES INC Healthcare 870.0 $16K +776.0 +825.5% $17.88 +38.6%
2232 NESR National Energy Services Reunited Corporation Energy 637.0 $16K NEW $24.38 +42.4%
2233 DIG PROSHARES TR 232.0 $15K $66.76 +7.4%
2234 CRVL CORVEL CORP Financial Services 283.0 $15K +171.0 +152.7% $54.65 +27.6%
2235 EBND SPDR SERIES TRUST 731.0 $15K +716.0 +4773.3% $21.10 -0.5%
2236 JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 230.0 $15K $66.81 +13.2%
2237 GPRE GREEN PLAINS INC Basic Materials 934.0 $15K +19.0 +2.1% $16.45 -10.3%
2238 MBIN MERCHANTS BANCORP IND Financial Services 356.0 $15K -14.0 -3.8% $42.91 +20.6%
2239 USRT ISHARES CORE U.S. REIT ETF 257.0 $15K NEW $59.19 +10.8%
2240 AMBA AMBARELLA INC Technology 294.0 $15K -63.0 -17.6% $51.48 +31.8%
Page 112 of 189  ·  3,766 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%