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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 136 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 KWR QUAKER HOUGHTON Basic Materials 654.0 $104K 0.00% +468.0 +251.6% $159.10 +3.2%
2702 UAA UNDER ARMOUR INC Consumer Cyclical 16,272.0 $104K 0.00% -17K -50.8% $6.39 -20.7%
2703 FELE FRANKLIN ELEC INC Industrials 969.0 $104K 0.00% +916.0 +1728.3% $107.19 -6.9%
2704 WDS WOODSIDE ENERGY GROUP LTD Energy 5,368.0 $104K 0.00% +5K +2340.0% $19.32 +19.8%
2705 EDEN ISHARES TR 939.0 $104K 0.00% $110.35 +6.5%
2706 IYT ISHARES TR 1,194.0 $104K 0.00% +1K +862.9% $86.76 -1.8%
2707 AMR ALPHA METALLURGICAL RESOUR I Energy 628.0 $104K 0.00% NEW $164.94 +42.1%
2708 FOR FORESTAR GROUP INC Real Estate 3,272.0 $104K 0.00% +3K +1569.4% $31.65 -11.3%
2709 ASGN EVERFORTH INC Technology 5,787.0 $103K 0.00% +6K +2655.7% $17.87 +17.3%
2710 IWC ISHARES TR 517.0 $103K 0.00% +110.0 +27.0% $199.97 -3.7%
2711 VOYG VOYAGER TECHNOLOGIES INC Industrials 3,193.0 $103K 0.00% +2K +114.2% $32.25 +3.9%
2712 DDFJ INNOVATOR ETFS TRUST 5,200.0 $103K 0.00% NEW $19.77 +1.2%
2713 CAL REDWOOD ACQUISITION CORP 9,980.0 $103K 0.00% NEW $10.30
2714 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 1,178.0 $103K 0.00% +1K +1066.3% $87.10 -15.8%
2715 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 12,966.0 $102K 0.00% NEW $7.90 -7.1%
2716 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 5,603.0 $102K 0.00% +5K +3012.8% $18.28 -19.5%
2717 PLAY DAVE &BUSTERS ENTMT INC Communication Services 8,976.0 $102K 0.00% NEW $11.40 -21.8%
2718 GESHER ACQUISITION CORP. II 9,800.0 $102K 0.00% NEW $10.43
2719 HL HECLA MINING COMPANY Basic Materials 6,600.0 $102K 0.00% NEW $15.43 +28.1%
2720 SUPN SUPERNUS PHARMACEUTICALS Healthcare 2,189.0 $102K 0.00% +2K +908.8% $46.51 -5.9%
Page 136 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%