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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 143 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 1,017.0 $87K 0.00% +853.0 +520.1% $85.99 -13.2%
2842 RBKB RHINEBECK BANCORP INC Financial Services 5,043.0 $87K 0.00% NEW $17.31 -27.2%
2843 PUBM PUBMATIC INC Technology 6,639.0 $87K 0.00% +7K +7710.6% $13.12 +28.2%
2844 MOD MODINE MFG CO Consumer Cyclical 326.0 $87K 0.00% NEW $267.02 -33.5%
2845 ONDS ONDAS INC Technology 10,550.0 $87K 0.00% +4K +59.6% $8.24 -4.1%
2846 WU WESTERN UN CO Financial Services 11,286.0 $87K 0.00% -10K -48.0% $7.70 -6.0%
2847 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 6,739.0 $87K 0.00% +6K +1716.4% $12.89 -2.9%
2848 NTLA INTELLIA THERAPEUTICS INC Healthcare 5,086.0 $86K 0.00% +5K +828.1% $16.92 -23.9%
2849 TFII TFI INTERNATIONAL INC Industrials 598.0 $86K 0.00% +571.0 +2114.8% $143.57 -7.1%
2850 FDEV FIDELITY COVINGTON TRUST 2,418.0 $86K 0.00% NEW $35.50 +6.1%
2851 APPF APPFOLIO INC Technology 534.0 $86K 0.00% NEW $160.50 +46.1%
2852 SLV CALL ISHARES SILVER TR Financial Services 1,600.0 $86K 0.00% NEW $53.47 +12.2%
2853 SXC SUNCOKE ENERGY INC Energy 10,625.0 $86K 0.00% +9K +716.0% $8.05 +26.2%
2854 KSS KOHLS CORP Consumer Cyclical 4,808.0 $85K 0.00% +3K +252.8% $17.72 -1.2%
2855 BLND BLEND LABS INC Technology 49,679.0 $85K 0.00% +50K +10000.0% $1.71 -11.1%
2856 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 2,420.0 $85K 0.00% +2K +343.2% $35.09 +0.3%
2857 NOG NORTHERN OIL & GAS INC Energy 4,676.0 $85K 0.00% +4K +709.0% $18.15 +41.7%
2858 FORR FORRESTER RESH INC Industrials 10,079.0 $85K 0.00% +9K +541.2% $8.41 +47.2%
2859 PZZA PAPA JOHNS INTL INC Consumer Cyclical 2,294.0 $84K 0.00% NEW $36.77 -35.5%
2860 SVC SERVICE PPTYS TR Real Estate 49,835.0 $84K 0.00% +49K +10000.0% $1.69 +365.7%
Page 143 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%