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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 113 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,556.0 $203K 0.00% +2K +203.9% $79.54 +40.9%
2242 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 20,286.0 $203K 0.00% +20K +3917.0% $10.00 -1.8%
2243 BLZR TRAILBLAZER ACQUISITION CORP Financial Services 20,040.0 $203K 0.00% NEW $10.12 +0.8%
2244 TEAM CALL ATLASSIAN CORPORATION Technology 2,600.0 $202K 0.00% NEW $77.79 +144.8%
2245 ETORO GROUP LTD 5,119.0 $202K 0.00% $39.47
2246 UWMC UWM HOLDINGS CORPORATION Financial Services 88,206.0 $202K 0.00% +70K +384.4% $2.29 -34.9%
2247 TYL TYLER TECHNOLOGIES INC Technology 689.0 $202K 0.00% -268.0 -28.0% $292.46 +29.2%
2248 ADVISOR MANAGED PORTFOLIOS 1,986.0 $201K 0.00% NEW $101.14
2249 FLYW FLYWIRE CORPORATION Technology 11,423.0 $201K 0.00% +11K +1454.2% $17.57 +6.9%
2250 MBWM MERCANTILE BK CORP Financial Services 3,488.0 $200K 0.00% +3K +2855.9% $57.42 +4.9%
2251 ISMD NORTHERN LTS FD TR IV 4,004.0 $200K 0.00% +2K +69.9% $50.00 -1.8%
2252 STPZ PIMCO ETF TR 3,745.0 $200K 0.00% NEW $53.34 -1.5%
2253 LNN LINDSAY CORP Industrials 1,612.0 $200K 0.00% +1K +757.5% $123.80 -8.0%
2254 AGIO AGIOS PHARMACEUTICALS INC Healthcare 5,376.0 $200K 0.00% +5K +4380.0% $37.11 -10.2%
2255 FTS FORTIS INC Utilities 3,485.0 $199K 0.00% +3K +4048.8% $57.23 -4.5%
2256 CVSA COVISTA INC Consumer Cyclical 1,597.0 $199K 0.00% +1K +698.5% $124.66 +7.9%
2257 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 19,538.0 $198K 0.00% NEW $10.15 -4.6%
2258 KELYA KELLY SVCS INC Industrials 16,121.0 $198K 0.00% +15K +940.7% $12.28 +40.7%
2259 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 40,300.0 $198K 0.00% NEW $4.91 +10.6%
2260 NGL NGL ENERGY PARTNERS LP Energy 12,420.0 $198K 0.00% +2K +18.6% $15.93 +13.1%
Page 113 of 261  ·  5,206 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%