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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 142 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 4,179.0 $90K 0.00% +4K +2667.6% $21.45 +17.4%
2822 CRGY CRESCENT ENERGY COMPANY Energy 9,122.0 $90K 0.00% +6K +236.2% $9.82 +37.9%
2823 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,575.0 $89K 0.00% +832.0 +112.0% $56.81 +15.6%
2824 LNTH LANTHEUS HLDGS INC Healthcare 806.0 $89K 0.00% +684.0 +560.7% $110.94 -9.2%
2825 ESRT EMPIRE ST RLTY TR INC Real Estate 16,491.0 $89K 0.00% +14K +646.5% $5.41 -15.2%
2826 HOPE HOPE BANCORP INC Financial Services 6,515.0 $89K 0.00% +5K +314.7% $13.68 +1.8%
2827 JUCY APTUS ENHANCED YIELD ETF 4,050.0 $89K 0.00% $21.98 -0.4%
2828 HIMS HIMS & HERS HEALTH INC Healthcare 2,563.0 $89K 0.00% NEW $34.67 -16.8%
2829 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 5,241.0 $89K 0.00% +579.0 +12.4% $16.95 -19.0%
2830 CNX CNX RES CORP Energy 2,608.0 $88K 0.00% +1K +105.5% $33.93 +6.7%
2831 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 1,921.0 $88K 0.00% +2K +693.8% $46.04 -0.2%
2832 ARKO ARKO CORP Consumer Cyclical 11,012.0 $88K 0.00% +10K +1500.6% $8.03 -45.6%
2833 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 8,485.0 $88K 0.00% NEW $10.41 -4.8%
2834 SIBN SI BONE INC Healthcare 5,409.0 $88K 0.00% +5K +5716.1% $16.32 +17.7%
2835 VIAV VIAVI SOLUTIONS INC Technology 1,848.0 $88K 0.00% NEW $47.75 -23.5%
2836 DBMF LITMAN GREGORY FDS TR 2,882.0 $88K 0.00% -3K -54.4% $30.61 +2.6%
2837 SIMO SILICON MOTION TECHNOLOGY CO Technology 264.0 $88K 0.00% -527.0 -66.6% $333.33 -26.3%
2838 UIS UNISYS CORP Technology 24,040.0 $88K 0.00% +24K +10000.0% $3.66 -26.5%
2839 ABR ARBOR REALTY TRUST INC Real Estate 16,196.0 $88K 0.00% +16K +10000.0% $5.42 -6.6%
2840 VPG VISHAY PRECISION GROUP INC Technology 584.0 $88K 0.00% +264.0 +82.5% $149.91 -58.3%
Page 142 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%