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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 176 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 Ascent Industries Co 228.0 $280.0 NEW $1.23
3502 DOUG Douglas Elliman Inc Real Estate 169.0 $277.0 +161.0 +2012.5% $1.64 +11.6%
3503 VMD Viemed Healthcare Healthcare 30.0 $276.0 NEW $9.20 +5.2%
3504 INNV Innovage Hldg Corp Com Healthcare 34.0 $273.0 NEW $8.03 -8.2%
3505 IBCP Independent Bank Corp-Mich Financial Services 8.0 $266.0 +3.0 +60.0% $33.25 +2.3%
3506 STCE SCHWAB STRATEGIC TR 5.0 $265.0 $53.00 +41.3%
3507 WVVI WILLAMETTE VALLEY VINEYARDS Consumer Defensive 100.0 $257.0 $2.57 +0.8%
3508 IINN INSPIRA TECHNOLOGIES OXY BHN Healthcare 573.0 $256.0 $0.45 -14.9%
3509 METCB Ramaco Res Inc Energy 25.0 $255.0 NEW $10.20 -4.1%
3510 MPAA Motorcar Parts of America Inc Consumer Cyclical 6.0 $254.0 NEW $42.33 -74.3%
3511 ATLO Ames National Corp Financial Services 9.0 $254.0 NEW $28.22 +2.0%
3512 OPLN OpenLane Inc Consumer Cyclical 23.0 $254.0 +14.0 +155.6% $11.04 +217.4%
3513 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 41.0 $252.0 +38.0 +1266.7% $6.15 +31.5%
3514 PKOH Park-Ohio Holdings Corp Industrials 10.0 $240.0 NEW $24.00 +24.5%
3515 BEAM BEAM THERAPEUTICS INC Healthcare 10.0 $238.0 -65.0 -86.7% $23.80 +16.3%
3516 LENZ Lenz Therapeutics Inc Healthcare 26.0 $238.0 NEW $9.15 -17.8%
3517 PNRG PrimeEnergy Resources Corp Energy 1.0 $233.0 NEW $233.00 +5.6%
3518 BRCB Black Rock Coffee Bar Inc Consumer Defensive 18.0 $233.0 NEW $12.94 -49.2%
3519 AVBH Avidbank Holdings Inc Financial Services 8.0 $228.0 NEW $28.50 +5.2%
3520 PCB PCB Bancorp Financial Services 10.0 $225.0 NEW $22.50 +9.1%
Page 176 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%