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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 233 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4641 UNG UNITED STS NAT GAS FD LP Financial Services 360.0 $4K NEW $11.72 -11.3%
4642 FRAF FRANKLIN FINL SVCS CORP Financial Services 67.0 $4K +45.0 +204.6% $62.60 -0.8%
4643 BBDO BANCO BRADESCO S A Financial Services 1,395.0 $4K NEW $3.00 +5.0%
4644 AXTI AXT INC Technology 58.0 $4K -163.0 -73.8% $72.09 -9.5%
4645 TRUBRIDGE INC 159.0 $4K NEW $26.21
4646 ACRS ACLARIS THERAPEUTICS INC Healthcare 786.0 $4K NEW $5.29 +16.9%
4647 FTXO FIRST TR EXCHANGE TRADED FD 100.0 $4K $41.33 +1.7%
4648 CTA SIMPLIFY EXCHANGE TRADED FUN 159.0 $4K NEW $25.94 +4.1%
4649 MIST MILESTONE PHARMACEUTICALS IN Healthcare 3,053.0 $4K NEW $1.34 -11.9%
4650 ELMT ELMET GROUP CO (THE) Industrials 206.0 $4K NEW $19.74 -8.7%
4651 CGNT COGNYTE SOFTWARE LTD Technology 463.0 $4K NEW $8.78 -3.4%
4652 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 1,205.0 $4K NEW $3.36 +22.9%
4653 FCT FIRST TR SR FLTG RATE INCOME Financial Services 418.0 $4K NEW $9.66 +0.1%
4654 TMFG RBB FD INC 130.0 $4K NEW $30.75 +3.0%
4655 MNTK MONTAUK RENEWABLES INC Utilities 2,551.0 $4K +3K +10000.0% $1.56 +14.1%
4656 CGAU CENTERRA GOLD INC Basic Materials 250.0 $4K $15.86 +49.4%
4657 AFK VANECK ETF TRUST 154.0 $4K $25.70 +15.8%
4658 OABI OMNIAB INC Healthcare 1,601.0 $4K +2K +10000.0% $2.46 +94.9%
4659 AUGO AURA MINERALS INC Basic Materials 62.0 $4K NEW $62.95 +41.9%
4660 HIMALAYA SHIPPING LTD 291.0 $4K +276.0 +1840.0% $13.36
Page 233 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%