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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 178 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 GTIM GOOD TIMES RESTAURANTS INC Consumer Cyclical 167.0 $196.0 $1.17 +11.6%
3542 Anteris Technologies Global Com 35.0 $194.0 +31.0 +775.0% $5.54
3543 DGII DIGI INTL INC Technology 4.0 $193.0 -30.0 -88.2% $48.25 +32.7%
3544 BLND Blend Labs Inc Cl A Technology 113.0 $192.0 NEW $1.70 -10.5%
3545 FB BancorpINC COM 14.0 $192.0 +12.0 +600.0% $13.71
3546 Advantage Solutions Inc Com Cl A 9.0 $190.0 NEW $21.11
3547 NPWR NET PWR INC CLASS A Industrials 121.0 $189.0 NEW $1.56 +20.4%
3548 SAMG Silvercrest Asset Mgmt Group I Financial Services 10.0 $188.0 NEW $18.80 -37.2%
3549 IVOL KRANESHARES TRUST 14.0 $188.0 +4.0 +40.0% $13.43 +34.1%
3550 ARGT GLOBAL X FDS 2.0 $187.0 $93.50 -1.5%
3551 CXE MFS HIGH INCOME MUN TR Financial Services 131.0 $186.0 +81.0 +162.0% $1.42 +155.0%
3552 Loandepot Inc Com Cl A 50.0 $186.0 +28.0 +127.3% $3.72
3553 VYGR Voyager Therapeutics Inc Healthcare 48.0 $185.0 -323.0 -87.1% $3.85 -9.2%
3554 OCGN Ocugen Inc Healthcare 102.0 $185.0 $1.81 -25.6%
3555 CRCT Cricut Inc A Technology 49.0 $183.0 NEW $3.73 +7.4%
3556 OSUR Orasure Technologies Inc Healthcare 61.0 $183.0 NEW $3.00 +9.7%
3557 NKSH National Bankshares Inc Financial Services 5.0 $182.0 NEW $36.40 -2.3%
3558 RRBI Red River Bancshares Inc Financial Services 2.0 $181.0 NEW $90.50 -1.2%
3559 EVH Evolent Health Inc Cl A Healthcare 6.0 $180.0 NEW $30.00 -87.2%
3560 TIDAL TRUST II 79.0 $180.0 +73.0 +1216.7% $2.28
Page 178 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%