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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 140 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 JMBS JANUS DETROIT STR TR 111.0 $5K NEW $45.18 -0.2%
2782 INN SUMMIT HOTEL PPTYS Real Estate 1,129.0 $5K -148.0 -11.6% $4.42 +27.9%
2783 CGEM CULLINAN THERAPEUTICS INC Healthcare 350.0 $5K +178.0 +103.5% $14.21 +11.0%
2784 HFWA HERITAGE FINL CORP WASH Financial Services 191.0 $5K +11.0 +6.1% $26.00 +4.3%
2785 PAGAYA TECHNOLOGIES LTD 426.0 $5K +421.0 +8420.0% $11.65
2786 MCW MISTER CAR WASH INC Consumer Cyclical 711.0 $5K +560.0 +370.9% $6.97 +1.9%
2787 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 105.0 $5K +21.0 +25.0% $47.14 -16.4%
2788 NEAR ISHARES U S ETF TR 97.0 $5K +2.0 +2.1% $50.85 -0.2%
2789 FIGB FIDELITY MERRIMACK STR TR 114.0 $5K $43.04 -0.4%
2790 PRK PARK NATL CORP Financial Services 30.0 $5K +6.0 +25.0% $163.47 +4.0%
2791 FELE FRANKLIN ELEC INC Industrials 53.0 $5K +28.0 +112.0% $92.17 +9.6%
2792 MBC MASTERBRAND INC Consumer Cyclical 587.0 $5K -1K -65.8% $8.31 +10.8%
2793 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 179.0 $5K +162.0 +952.9% $27.18 +22.1%
2794 BRIDGER AEROSPACE GRP HLDGS 2,457.0 $5K NEW $1.98
2795 CUBI CUSTOMERS BANCORP INC Financial Services 70.0 $5K -284.0 -80.2% $69.41 +9.3%
2796 MDIV FIRST TR EXCHANGE TRADED FD 300.0 $5K $16.17 +2.7%
2797 VELO3D INC 514.0 $5K +139.0 +37.1% $9.39
2798 GDOT Green Dot Corporation Financial Services 352.0 $5K +345.0 +4928.6% $13.70 -5.7%
2799 URBN URBAN OUTFITTERS INC Consumer Cyclical 76.0 $5K -575.0 -88.3% $63.36 +19.6%
2800 SFIX STITCH FIX INC COM CL A Consumer Cyclical 1,451.0 $5K +988.0 +213.4% $3.31 +7.2%
Page 140 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%