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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 169 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 881.0 $45K +223.0 +33.9% $50.99 -6.4%
3362 PTL NORTHERN LTS FD TR IV 157.0 $45K NEW $286.10 -1.2%
3363 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 949.0 $45K +709.0 +295.4% $47.33 -4.7%
3364 URBN URBAN OUTFITTERS INC Consumer Cyclical 633.0 $45K +557.0 +732.9% $70.86 +14.4%
3365 STARZ ENTERTAINMENT CORP. 1,554.0 $45K NEW $28.86
3366 TWI TITAN INTL INC ILL Industrials 5,814.0 $45K +5K +1620.1% $7.71 -8.9%
3367 PTLO PORTILLOS INC Consumer Cyclical 9,447.0 $45K NEW $4.74 -0.8%
3368 NAVI NAVIENT CORPORATION Financial Services 5,259.0 $45K NEW $8.51 +11.2%
3369 CABO CABLE ONE INC Communication Services 842.0 $45K +647.0 +331.8% $53.11 -52.0%
3370 GAB GABELLI EQUITY TR INC Financial Services 7,900.0 $45K NEW $5.66 +0.0%
3371 CENX CENTURY ALUM CO Basic Materials 971.0 $45K +606.0 +166.0% $46.01 +1.3%
3372 SCHC SCHWAB STRATEGIC TR 928.0 $45K +332.0 +55.7% $48.12 +7.0%
3373 LANDBRIDGE COMPANY LLC 563.0 $45K -301.0 -34.8% $79.31
3374 RAMP LIVERAMP HLDGS INC Technology 1,186.0 $45K +687.0 +137.7% $37.64 +0.3%
3375 PAX PATRIA INVESTMENTS LIMITED Financial Services 4,059.0 $45K +4K +5240.8% $10.98 +3.3%
3376 RDIV INVESCO EXCH TRADED FD TR II 768.0 $45K +384.0 +100.0% $57.99 +9.0%
3377 PFBC PREFERRED BK LOS ANGELES CA Financial Services 418.0 $44K NEW $106.35 -2.7%
3378 SBSI SOUTHSIDE BANCSHARES INC Financial Services 1,262.0 $44K +1K +669.5% $35.19 -9.4%
3379 CIFR CIPHER DIGITAL INC Financial Services 1,810.0 $44K -906.0 -33.4% $24.50 -38.1%
3380 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 660.0 $44K +534.0 +423.8% $67.12 -5.9%
Page 169 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%