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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 167 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 MRBK Meridian Corporation Bk Financial Services 48.0 $910.0 NEW $18.96 -7.7%
3322 PAL Proficient Auto Logistics Inc Industrials 134.0 $909.0 +132.0 +6600.0% $6.78 -24.8%
3323 SYRE Spyre Therapeutics Inc Healthcare 18.0 $908.0 NEW $50.44 +42.6%
3324 PRTA PROTHENA CORP PLC Healthcare 92.0 $895.0 +79.0 +607.7% $9.73 -3.9%
3325 RMAX RE/MAX HLDGS INC Real Estate 154.0 $887.0 -85.0 -35.6% $5.76 +65.6%
3326 BBBY BED BATH & BEYOND INC COM Consumer Cyclical 185.0 $858.0 -45.0 -19.6% $4.64 +23.5%
3327 LINC LINCOLN EDL SVCS CORP Consumer Defensive 21.0 $855.0 -24.0 -53.3% $40.71 +15.0%
3328 FULC FULCRUM THERAPEUTICS INC Healthcare 111.0 $852.0 -70.0 -38.7% $7.68 -14.1%
3329 CENTRAIS ELET BRAS SA SPON ADS PFD B1 68.0 $852.0 -440.0 -86.6% $12.53
3330 VISN VISTANCE NETWORKS INC Technology 28.0 $849.0 -785.0 -96.6% $30.32 -61.6%
3331 SBCF SEACOAST BKG CORP FLA Financial Services 49.0 $849.0 +16.0 +48.5% $17.33 +76.7%
3332 CCCC C4 THERAPEUTICS INC COM STK Healthcare 319.0 $839.0 +300.0 +1579.0% $2.63 +33.8%
3333 CCO Clear Channel Outdoor Holdings Inc Communication Services 353.0 $837.0 +279.0 +377.0% $2.37 +1.2%
3334 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 176.0 $831.0 +170.0 +2833.3% $4.72 +23.1%
3335 Nexxen Intl Ltd Shs New Isin#il0012165630 127.0 $828.0 NEW $6.52
3336 INV Innventure Incorporated Financial Services 210.0 $821.0 NEW $3.91 +71.1%
3337 KGS KODIAK GAS SVCS INC Energy 14.0 $817.0 -8.0 -36.4% $58.36 +24.0%
3338 WIX WIX COM LTD Technology 9.0 $811.0 NEW $90.11 -39.2%
3339 BHM BLUEROCK HOMES TRUST INC Real Estate 25.0 $807.0 -46.0 -64.8% $32.28 -67.3%
3340 RM REGIONAL MGMT CORP Financial Services 71.0 $807.0 +41.0 +136.7% $11.37 +207.6%
Page 167 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%