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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 123 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 HDB HDFC BANK LTD Financial Services 5,894.0 $152K 0.00% +1K +27.6% $25.83 -12.1%
2442 LEVI LEVI STRAUSS &CO NEW Consumer Cyclical 6,127.0 $152K 0.00% NEW $24.83 -16.4%
2443 EMERA INC 2,865.0 $152K 0.00% +3K +10000.0% $53.02
2444 OMAH TIDAL TRUST III 8,227.0 $152K 0.00% NEW $18.44 -1.5%
2445 RPV INVESCO EXCHANGE TRADED FD T 1,328.0 $151K 0.00% $113.81 +6.2%
2446 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 5,110.0 $151K 0.00% NEW $29.53 -6.7%
2447 ROAD CONSTRUCTION PARTNERS INC Industrials 1,269.0 $151K 0.00% +950.0 +297.8% $118.77 -10.6%
2448 BYLD ISHARES TR 6,634.0 $150K 0.00% NEW $22.65 -1.4%
2449 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 6,812.0 $149K 0.00% +6K +1064.4% $21.86 -11.8%
2450 LFST LIFESTANCE HEALTH GROUP INC Healthcare 13,899.0 $149K 0.00% +11K +465.5% $10.71 +15.4%
2451 BRX BRIXMOR PPTY GROUP INC Real Estate 4,705.0 $148K 0.00% +1K +37.6% $31.53 -8.4%
2452 BCE BCE INC Communication Services 6,895.0 $148K 0.00% +2K +42.6% $21.51 +9.7%
2453 PSKY CALL PARAMOUNT SKYDANCE CORP Communication Services 15,000.0 $148K 0.00% NEW $9.86 +10.6%
2454 NOVT NOVANTA INC Technology 911.0 $148K 0.00% +855.0 +1526.8% $162.24 -9.9%
2455 BDN BRANDYWINE RLTY TR Real Estate 46,622.0 $148K 0.00% +46K +5641.6% $3.17 -4.7%
2456 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 13,916.0 $147K 0.00% +10K +254.5% $10.57 -5.4%
2457 PEBO PEOPLES BANCORP INC Financial Services 3,812.0 $146K 0.00% +4K +3637.2% $38.41 +2.5%
2458 SAM BOSTON BEER INC Consumer Defensive 827.0 $146K 0.00% +653.0 +375.3% $177.03 +0.4%
2459 XJH ISHARES TR 2,801.0 $146K 0.00% +161.0 +6.1% $52.15 -2.2%
2460 VENTURE GLOBAL INC 13,106.0 $146K 0.00% NEW $11.13
Page 123 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%