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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 153 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 ARKF ARK ETF TR 1,692.0 $67K +622.0 +58.1% $39.46 +16.8%
3042 ATEC ALPHATEC HLDGS INC Healthcare 7,713.0 $67K +5K +201.6% $8.65 +9.1%
3043 KENSINGTON CAP ACQUISITION 6,648.0 $67K NEW $10.01
3044 SMITHFIELD FOODS INC 2,740.0 $66K NEW $24.26
3045 ARCB ARCBEST CORP Industrials 463.0 $66K +440.0 +1913.0% $143.54 -4.9%
3046 SCIO FIRST TR EXCHANGE-TRADED FD 3,206.0 $66K +241.0 +8.1% $20.67 -0.7%
3047 FRPH FRP HLDGS INC Real Estate 2,650.0 $66K +2K +807.5% $24.99 -11.2%
3048 HLIO HELIOS TECHNOLOGIES INC Industrials 742.0 $66K +608.0 +453.7% $89.25 -18.1%
3049 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 1,621.0 $66K +1K +805.6% $40.84 +6.5%
3050 ONB OLD NATL BANCORP IND Financial Services 2,556.0 $66K +3K +5338.3% $25.90 -0.2%
3051 LOW PUT LOWES COS INC Consumer Cyclical 300.0 $66K NEW $220.49 -5.6%
3052 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 8,319.0 $66K +6K +312.4% $7.92 +7.1%
3053 CALY CALLAWAY GOLF CO Consumer Cyclical 3,504.0 $66K NEW $18.79 -16.5%
3054 XTOC INNOVATOR ETFS TRUST 1,822.0 $66K +26.0 +1.4% $36.13 +2.5%
3055 LAND GLADSTONE LD CORP Real Estate 7,710.0 $66K +4K +122.9% $8.53 +5.2%
3056 SIRIUSPOINT LTD 2,740.0 $66K +2K +941.8% $24.00
3057 GATX GATX CORP Industrials 371.0 $66K +220.0 +145.7% $177.19 +0.2%
3058 OWL PUT BLUE OWL CAPITAL INC Financial Services 7,500.0 $66K NEW $8.75 +37.4%
3059 COOK TRAEGER INC Consumer Cyclical 832.0 $66K +822.0 +8220.0% $78.83 -29.1%
3060 RVT ROYCE SMALL CAP TRUST INC Financial Services 3,548.0 $66K NEW $18.47 +0.7%
Page 153 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%