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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 216 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4301 WGS GENEDX HOLDINGS CORP Healthcare 155.0 $11K NEW $68.65 +30.0%
4302 VIZSLA SILVER CORP 3,200.0 $11K $3.30
4303 NERD LISTED FDS TR 526.0 $11K $20.05 +11.4%
4304 EUAD SPINNAKER ETF SERIES 250.0 $11K +36.0 +16.8% $42.18 +8.9%
4305 PUTNAM ETF TRUST 887.0 $11K $11.88
4306 RFDI FIRST TR EXCH TRADED FD III 121.0 $11K $87.08 +6.0%
4307 WLTH WEALTHFRONT CORP Technology 1,177.0 $11K NEW $8.94 +5.3%
4308 MCKINLEY ACQUISITION CORP 55,330.0 $11K NEW $0.19
4309 GUNR FLEXSHARES TR 213.0 $10K +76.0 +55.5% $49.28 +14.3%
4310 BCML BAYCOM CORP Financial Services 319.0 $10K NEW $32.90 -8.9%
4311 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 388.0 $10K +384.0 +9600.0% $27.05 -2.4%
4312 ATNI ATN INTL INC Communication Services 395.0 $10K +360.0 +1028.6% $26.49 +12.1%
4313 ITIC INVESTORS TITLE CO NC Financial Services 38.0 $10K +36.0 +1800.0% $273.68 +11.1%
4314 LCNB LCNB CORP Financial Services 591.0 $10K +241.0 +68.9% $17.59 +9.9%
4315 ORGO ORGANOGENESIS HLDGS INC Healthcare 4,277.0 $10K +4K +933.1% $2.43 -28.4%
4316 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 861.0 $10K NEW $12.06 -10.5%
4317 NODK NI HLDGS INC Financial Services 661.0 $10K +648.0 +4984.6% $15.71 -2.9%
4318 MCS MARCUS CORP DEL Communication Services 442.0 $10K NEW $23.46 +25.1%
4319 TRIPLE FLAG PRECIOUS METAL 345.0 $10K +172.0 +99.4% $29.93
4320 CNXN PC CONNECTION INC Technology 141.0 $10K NEW $72.99 +10.4%
Page 216 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%