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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 138 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 VREX VAREX IMAGING CORP Healthcare 511.0 $5K +503.0 +6287.5% $10.61 -3.8%
2742 FCG FIRST TR EXCHANGE-TRADED FD 171.0 $5K $31.69 -9.7%
2743 QIAGEN NV 137.0 $5K +38.0 +38.4% $39.45
2744 GCT GIGACLOUD TECHNOLOGY INC Technology 118.0 $5K -8.0 -6.3% $45.38 -15.5%
2745 OI O-I GLASS INC COM Consumer Cyclical 545.0 $5K +153.0 +39.0% $9.76 -5.6%
2746 ACVA ACV AUCTIONS INC Consumer Cyclical 1,251.0 $5K +490.0 +64.4% $4.24 +41.7%
2747 Site Centers Corp 979.0 $5K NEW $5.40
2748 FG F&G ANNUITIES & LIFE INC Financial Services 208.0 $5K -824.0 -79.8% $25.32 +10.4%
2749 CBL Cbl & Assoc Pptys Inc Com Par $ Real Estate 137.0 $5K +134.0 +4466.7% $38.43 +24.3%
2750 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 220.0 $5K -1K -86.8% $23.88 -9.1%
2751 UE URBAN EDGE PPTYS Real Estate 262.0 $5K -1K -79.8% $19.98 +13.5%
2752 RNGR Ranger Energy Svcs Inc Com Cl A Energy 305.0 $5K NEW $17.14 -11.1%
2753 STGW STAGWELL INC Communication Services 830.0 $5K +495.0 +147.8% $6.29 +11.1%
2754 MAGC ROUNDHILL ETF TRUST 250.0 $5K $20.88 -7.5%
2755 BMBL Bumble Inc A Technology 1,599.0 $5K NEW $3.26 -3.1%
2756 MCY MERCURY GENL CORP NEW Financial Services 59.0 $5K +40.0 +210.5% $88.15 +12.7%
2757 OBNK Origin Bancorp Inc Financial Services 125.0 $5K NEW $41.46 -31.0%
2758 AEF ABRDN EMERGING MARKETS EX CHIN COM Financial Services 709.0 $5K -361.0 -33.7% $7.29 +35.1%
2759 NAVN NAVAN INC Technology 390.0 $5K NEW $13.24 +49.2%
2760 DHIL Diamond Hill Invt Group Inc Financial Services 30.0 $5K NEW $172.10 +1.7%
Page 138 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%