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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 129 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 ADNT ADIENT PLC Consumer Cyclical 6,893.0 $127K 0.00% +6K +861.4% $18.38 +3.2%
2562 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 2,506.0 $127K 0.00% +2K +373.7% $50.53 -5.4%
2563 AMERICA MOVIL SAB DE CV 4,863.0 $126K 0.00% +3K +154.1% $25.99
2564 NAVN NAVAN INC Technology 5,522.0 $126K 0.00% +5K +1315.9% $22.87 +27.1%
2565 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 3,233.0 $126K 0.00% +3K +1403.7% $39.05 +1.3%
2566 HYD VANECK HIGH YIELD MUNI ETF 2,444.0 $126K 0.00% -396.0 -13.9% $51.51 -3.0%
2567 USIG ISHARES TR 2,450.0 $126K 0.00% +2K +10000.0% $51.30 -2.0%
2568 SMTC SEMTECH CORP Technology 775.0 $125K 0.00% +743.0 +2321.9% $161.85 -17.9%
2569 BBSI BARRETT BUSINESS SVCS INC Industrials 3,527.0 $125K 0.00% +3K +1786.1% $35.52 -3.2%
2570 CNR CORE NATURAL RESOURCES INC Energy 1,563.0 $125K 0.00% +2K +3089.8% $80.02 +27.8%
2571 RPD RAPID7 INC Technology 15,422.0 $125K 0.00% +14K +789.4% $8.10 +66.2%
2572 RNP COHEN & STEERS REIT & PFD & Financial Services 6,153.0 $125K 0.00% NEW $20.30 -0.8%
2573 BUSE FIRST BUSEY CORP Financial Services 4,234.0 $125K 0.00% +4K +1781.8% $29.50 +2.0%
2574 VSTS VESTIS CORPORATION Industrials 8,592.0 $125K 0.00% NEW $14.52 -13.8%
2575 RDW REDWIRE CORPORATION Industrials 10,190.0 $125K 0.00% +9K +1327.2% $12.23 -12.5%
2576 ZIP ZIPRECRUITER INC Industrials 33,198.0 $124K 0.00% +31K +1529.8% $3.75 +13.6%
2577 ACN CALL ACCENTURE PLC IRELAND Technology 1,000.0 $124K 0.00% NEW $124.44 +52.5%
2578 DFH DREAM FINDERS HOMES INC Consumer Cyclical 7,190.0 $124K 0.00% NEW $17.26 -18.6%
2579 OEC ORION S.A. Basic Materials 18,673.0 $124K 0.00% +17K +1231.9% $6.63 -5.9%
2580 OPLN OPENLANE INC Consumer Cyclical 3,001.0 $124K 0.00% +3K +10000.0% $41.24 -13.7%
Page 129 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%