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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 137 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 BUSE FIRST BUSEY CORP Financial Services 225.0 $6K +74.0 +49.0% $25.27 +7.5%
2722 HTFL HEARTFLOW INC Healthcare 233.0 $6K NEW $24.33 +20.3%
2723 SIRIUSPOINT LTD 263.0 $6K +80.0 +43.7% $21.54
2724 AMTB AMERANT BANCORP INC Financial Services 257.0 $6K +168.0 +188.8% $22.04 +2.5%
2725 FFBC First Financial Bancorp Financial Services 203.0 $6K +189.0 +1350.0% $27.88 +10.5%
2726 LOB LIVE OAK BANCSHARES INC Financial Services 170.0 $6K +81.0 +91.0% $33.08 +14.0%
2727 PTA COHEN & STEERS TAX ADVAN PFD S COM Financial Services 300.0 $6K $18.74 +4.3%
2728 AHCO ADAPTHEALTH CORP Healthcare 472.0 $6K +60.0 +14.6% $11.90 -13.0%
2729 AVPT AVEPOINT INC Technology 589.0 $6K +105.0 +21.7% $9.51 +5.7%
2730 LMNR LIMONEIRA CO Consumer Defensive 417.0 $6K -150.0 -26.5% $13.42 -4.5%
2731 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,193.0 $6K -1K -54.3% $4.68 +1.5%
2732 ISCV ISHARES TR 80.0 $6K $69.61 +8.4%
2733 LGIH LGI Homes Inc Consumer Cyclical 119.0 $6K -33.0 -21.7% $46.63 +6.3%
2734 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 197.0 $6K +55.0 +38.7% $28.01 +9.8%
2735 COWG PACER FDS TR 162.0 $5K $33.74 +13.3%
2736 DCOM DIME CMNTY BANCSHARES INC Financial Services 160.0 $5K -441.0 -73.4% $34.14 +8.7%
2737 PLSE PULSE BIOSCIENCES INC Healthcare 253.0 $5K +9.0 +3.7% $21.59 +14.5%
2738 BBSI BARRETT BUSINESS SVCS INC Industrials 187.0 $5K -196.0 -51.2% $29.18 +8.3%
2739 DLN WISDOMTREE TR 61.0 $5K $89.34 +7.3%
2740 SKY CHAMPION HOMES INC Consumer Cyclical 73.0 $5K +35.0 +92.1% $74.37 -0.3%
Page 137 of 189  ·  3,766 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
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%