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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 118 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 PTC PTC INC Technology 1,550.0 $176K 0.00% +1K +244.4% $113.61 +38.2%
2342 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,017.0 $176K 0.00% +903.0 +792.1% $173.03 -55.0%
2343 EUSA ISHARES INC 1,540.0 $176K 0.00% +870.0 +129.8% $114.16 +2.6%
2344 KVYO KLAVIYO INC Technology 11,627.0 $176K 0.00% +11K +2081.4% $15.10 +34.6%
2345 SANM SANMINA CORP Technology 691.0 $175K 0.00% +480.0 +227.5% $253.08 -22.8%
2346 IVOG VANGUARD ADMIRAL FDS INC 1,194.0 $175K 0.00% +597.0 +100.0% $146.30 -3.7%
2347 VSH VISHAY INTERTECHNOLOGY INC Technology 3,239.0 $174K 0.00% +2K +114.7% $53.78 -43.5%
2348 GEF GREIF INC Consumer Cyclical 2,338.0 $174K 0.00% +2K +4671.4% $74.49 +11.3%
2349 NIC NICOLET BANKSHARES INC Financial Services 1,051.0 $174K 0.00% +935.0 +806.0% $165.40 +2.5%
2350 ELF E L F BEAUTY INC Consumer Defensive 2,468.0 $174K 0.00% +2K +266.7% $70.41 +54.7%
2351 AMN AMN HEALTHCARE SVCS INC Healthcare 5,361.0 $174K 0.00% +5K +4154.8% $32.37 +5.6%
2352 KMT KENNAMETAL INC Industrials 4,951.0 $174K 0.00% +5K +1849.2% $35.05 -16.4%
2353 PBA PEMBINA PIPELINE CORP Energy 3,732.0 $173K 0.00% +1K +56.1% $46.25 +4.9%
2354 IMAX IMAX CORP Communication Services 4,324.0 $172K 0.00% +445.0 +11.5% $39.86 +28.1%
2355 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 10,000.0 $172K 0.00% +5K +100.0% $17.17 +10.2%
2356 INDB INDEPENDENT BK CORP MASS Financial Services 2,048.0 $171K 0.00% +2K +3692.6% $83.72 -3.0%
2357 AMTM AMENTUM HOLDINGS INC Industrials 8,294.0 $171K 0.00% +7K +399.3% $20.67 -3.6%
2358 RWL INVESCO S&P 500 REVENUE ETF 1,336.0 $171K 0.00% +410.0 +44.3% $127.76 +4.6%
2359 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 12,471.0 $170K 0.00% NEW $13.63 -3.8%
2360 UNIT UNITI GROUP LLC Real Estate 14,768.0 $169K 0.00% NEW $11.47 -13.9%
Page 118 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%