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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 140 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 SOUNDTHINKING INC 10,384.0 $94K 0.00% +9K +1022.6% $9.05
2782 PDM PIEDMONT REALTY TRUST INC Real Estate 10,269.0 $94K 0.00% +10K +3180.8% $9.15 +4.3%
2783 DNOW DNOW INC Energy 7,238.0 $94K 0.00% +5K +216.5% $12.97 +22.8%
2784 CAVA CAVA GROUP INC Consumer Cyclical 1,195.0 $94K 0.00% +1K +2072.7% $78.50 -14.7%
2785 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 5,304.0 $94K 0.00% +250.0 +5.0% $17.65 +21.1%
2786 TEMA ETF TRUST 3,080.0 $94K 0.00% NEW $30.38
2787 AIN ALBANY INTL CORP Consumer Cyclical 1,255.0 $93K 0.00% +1K +2461.2% $74.50 -21.7%
2788 ZG ZILLOW GROUP INC 2,978.0 $93K 0.00% +2K +108.4% $31.37
2789 TMCI TREACE MED CONCEPTS INC Healthcare 23,432.0 $93K 0.00% NEW $3.98 +16.8%
2790 PKX POSCO HOLDINGS INC Basic Materials 1,813.0 $93K 0.00% +887.0 +95.8% $51.37 +17.3%
2791 ENSG ENSIGN GROUP INC Healthcare 581.0 $93K 0.00% -645.0 -52.6% $160.07 +8.1%
2792 CMCO COLUMBUS MCKINNON CORP N Y Industrials 6,133.0 $93K 0.00% +6K +873.5% $15.13 +19.0%
2793 WMS ADVANCED DRAIN SYS INC DEL Industrials 591.0 $93K 0.00% +383.0 +184.1% $156.96 -12.7%
2794 SFIX STITCH FIX INC Consumer Cyclical 22,539.0 $93K 0.00% +21K +1453.3% $4.11 -23.5%
2795 PWB INVESCO LARGE CAP GROWTH ETF 549.0 $92K 0.00% $168.46 -7.8%
2796 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 2,108.0 $92K 0.00% +2K +782.0% $43.86 -5.5%
2797 TPHD TIMOTHY PLAN 2,182.0 $92K 0.00% +722.0 +49.5% $42.28 +2.4%
2798 IFLN INVESCO EXCH TRADED FD TR II 5,038.0 $92K 0.00% +3K +215.5% $18.29 -0.5%
2799 KRE SPDR SERIES TRUST 1,227.0 $92K 0.00% +867.0 +240.8% $74.89 -0.8%
2800 WLDN WILLDAN GROUP INC Industrials 1,161.0 $92K 0.00% +1K +2664.3% $79.10 +11.2%
Page 140 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%