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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 132 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 MHO M/I HOMES INC Consumer Cyclical 721.0 $116K 0.00% +643.0 +824.4% $160.79 -7.5%
2622 FSMD FIDELITY COVINGTON TRUST 2,190.0 $116K 0.00% +1K +134.0% $52.86 -3.5%
2623 CTBI COMMUNITY TR BANCORP INC Financial Services 1,597.0 $116K 0.00% +1K +1040.7% $72.36 +5.2%
2624 ORKA ORUKA THERAPEUTICS INC Healthcare 1,211.0 $115K 0.00% NEW $95.17 -2.7%
2625 ETG EATON VANCE TX ADV GLBL DIV Financial Services 4,884.0 $115K 0.00% NEW $23.54 +3.0%
2626 NPFD NUVEEN VRIABL RAT PFD &INM Financial Services 6,101.0 $115K 0.00% NEW $18.82 -0.1%
2627 FERROVIAL NV 1,671.0 $115K 0.00% NEW $68.61
2628 XPRO EXPRO GROUP HOLDINGS NV Energy 7,741.0 $114K 0.00% +7K +901.4% $14.77 +22.7%
2629 UMBF UMB FINL CORP Financial Services 800.0 $114K 0.00% +554.0 +225.2% $142.76 -0.8%
2630 CART MAPLEBEAR INC Consumer Cyclical 2,403.0 $114K 0.00% +2K +320.1% $47.35 +6.7%
2631 ASTE ASTEC INDS INC Industrials 1,858.0 $114K 0.00% -480.0 -20.5% $61.19 -30.5%
2632 PRN INVESCO EXCHANGE TRADED FD T 436.0 $114K 0.00% NEW $260.71 -24.2%
2633 MDU MDU RES GROUP INC Industrials 5,350.0 $113K 0.00% +4K +206.2% $21.21 -6.1%
2634 RPC RIDGEPOST CAP INC Financial Services 14,387.0 $113K 0.00% +13K +1228.4% $7.87 +9.3%
2635 IESC IES HOLDINGS INC Industrials 154.0 $113K 0.00% +147.0 +2100.0% $734.66 -58.8%
2636 RRC RANGE RES CORP Energy 3,040.0 $113K 0.00% NEW $37.19 +11.1%
2637 NWBI NORTHWEST BANCSHARES INC Financial Services 7,456.0 $113K 0.00% +7K +1275.7% $15.16 +0.9%
2638 MSTR CALL STRATEGY INC Technology 1,300.0 $113K 0.00% NEW $86.93 +52.9%
2639 RDN RADIAN GROUP INC Financial Services 2,999.0 $113K 0.00% +2K +304.7% $37.67 -4.8%
2640 MBC MASTERBRAND INC Consumer Cyclical 10,973.0 $113K 0.00% +10K +1769.3% $10.29 -19.8%
Page 132 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%