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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 128 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 PRCT PROCEPT BIOROBOTICS CORP Healthcare 5,741.0 $130K 0.00% +6K +10000.0% $22.58 -6.1%
2542 IXJ ISHARES TR 1,314.0 $129K 0.00% +1K +328.0% $98.38 +6.0%
2543 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 9,174.0 $129K 0.00% +9K +1695.3% $14.07 -1.4%
2544 USEP INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER 3,121.0 $129K 0.00% $41.33 +1.7%
2545 OAKTREE SPECIALTY LENDING 10,796.0 $129K 0.00% NEW $11.94
2546 FRPT FRESHPET INC Consumer Defensive 2,179.0 $129K 0.00% +2K +4258.0% $59.11 +18.2%
2547 ISCG ISHARES TR 1,964.0 $129K 0.00% +982.0 +100.0% $65.54 -2.7%
2548 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 16,865.0 $129K 0.00% NEW $7.63 -15.3%
2549 PARR PAR PAC HOLDINGS INC Energy 2,293.0 $129K 0.00% +2K +391.0% $56.08 +42.5%
2550 SAIL SAILPOINT INC Technology 8,777.0 $128K 0.00% +6K +180.9% $14.64 +40.4%
2551 XHR XENIA HOTELS & RESORTS INC Real Estate 6,308.0 $128K 0.00% +6K +842.9% $20.36 -7.9%
2552 MP MP MATERIALS CORP Basic Materials 2,292.0 $128K 0.00% NEW $56.01 -2.2%
2553 FMAR FIRST TR EXCHNG TRADED FD VI 2,456.0 $128K 0.00% NEW $52.26 +2.2%
2554 GH GUARDANT HEALTH INC Healthcare 854.0 $128K 0.00% +392.0 +84.8% $150.03 +6.0%
2555 SIFY TECHNOLOGIES LTD 7,698.0 $128K 0.00% +166.0 +2.2% $16.61
2556 LENNAR CORP 1,440.0 $128K 0.00% +1K +10000.0% $88.71
2557 STNE STONECO LTD Technology 11,777.0 $128K 0.00% +5K +83.2% $10.84 -10.5%
2558 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 13,538.0 $127K 0.00% NEW $9.39 +23.0%
2559 UMH UMH PPTYS INC Real Estate 8,397.0 $127K 0.00% +7K +427.4% $15.14 +8.7%
2560 BBJP J P MORGAN EXCHANGE TRADED F 1,687.0 $127K 0.00% +1K +444.2% $75.31 +2.7%
Page 128 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%