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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 148 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 CZFS CITIZENS FINL SVCS INC Financial Services 57.0 $3K -1.0 -1.7% $61.16 +5.4%
2942 HTH Hilltop Holdings Inc Financial Services 97.0 $3K +94.0 +3133.3% $35.82 +5.3%
2943 UA Under Armour Inc Cl C Consumer Cyclical 598.0 $3K -410.0 -40.7% $5.79 -4.0%
2944 STC STEWART INFORMATION SVCS COR Financial Services 56.0 $3K +18.0 +47.4% $61.59 +10.4%
2945 GKOS GLAUKOS CORP Healthcare 32.0 $3K -40.0 -55.6% $107.69 +6.4%
2946 PAMT CORP 406.0 $3K +6.0 +1.5% $8.45
2947 ORRF ORRSTOWN FINL SVCS INC Financial Services 95.0 $3K -47.0 -33.1% $36.08 +2.2%
2948 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 167.0 $3K +27.0 +19.3% $20.51 +18.9%
2949 CTRN Citi Trends Consumer Cyclical 79.0 $3K NEW $43.32 +1.4%
2950 NUS NU SKIN ENTERPRISES INC Consumer Defensive 468.0 $3K +314.0 +203.9% $7.28 -19.5%
2951 OMCL OMNICELL COM Healthcare 94.0 $3K +91.0 +3033.3% $36.03 +23.1%
2952 CLSE TRUST FOR PROFESSIONAL MANAG 120.0 $3K -468.0 -79.6% $28.14 +19.2%
2953 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 152.0 $3K -14.0 -8.4% $22.16 +116.0%
2954 PEBO Peoples Bancorp Inc Financial Services 102.0 $3K NEW $32.87 +5.7%
2955 OXM OXFORD INDS INC Consumer Cyclical 87.0 $3K +60.0 +222.2% $38.52 +15.0%
2956 NABL N-ABLE INC Technology 717.0 $3K +380.0 +112.8% $4.67 -20.9%
2957 OTEX OPEN TEXT CORP COM Technology 150.0 $3K -317.0 -67.9% $22.24 +5.0%
2958 RES RPC INC Energy 470.0 $3K -367.0 -43.9% $7.08 +1.8%
2959 TMP TOMPKINS FINL CORP Financial Services 42.0 $3K +17.0 +68.0% $78.83 +10.3%
2960 CGGE CAPITAL GROUP GLOBAL EQUITY 108.0 $3K $30.50 +12.6%
Page 148 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%