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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 248 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4941 BHC BAUSCH HEALTH COS INC Healthcare 198.0 $977.0 +140.0 +241.4% $4.93 +35.4%
4942 SIEB SIEBERT FINL CORP Financial Services 576.0 $951.0 NEW $1.65 +27.8%
4943 ANDG ANDERSEN GROUP INC Consumer Cyclical 25.0 $943.0 NEW $37.72 +32.5%
4944 KORP AMERICAN CENTY ETF TR 20.0 $937.0 NEW $46.85 -2.0%
4945 DERM JOURNEY MED CORP Healthcare 131.0 $928.0 NEW $7.08 +11.7%
4946 FLYX FLYEXCLUSIVE INC Industrials 463.0 $926.0 +461.0 +10000.0% $2.00 -36.0%
4947 RSVR RESERVOIR MEDIA INC Communication Services 93.0 $920.0 +88.0 +1760.0% $9.89 -0.9%
4948 EEX EMERALD HOLDING INC Communication Services 179.0 $902.0 +144.0 +411.4% $5.04 +0.0%
4949 RFIL RF INDS LTD Industrials 42.0 $891.0 $21.21 -49.7%
4950 SGMT SAGIMET BIOSCIENCES INC Healthcare 115.0 $889.0 $7.73 +32.1%
4951 POET POET TECHNOLOGIES INC Technology 84.0 $864.0 NEW $10.29 -24.7%
4952 OPY OPPENHEIMER HLDGS INC Financial Services 8.0 $845.0 -94.0 -92.2% $105.62 +9.6%
4953 IE IVANHOE ELECTRIC INC Technology 87.0 $836.0 NEW $9.61 +17.2%
4954 MEOH METHANEX CORP Basic Materials 18.0 $831.0 $46.17 +27.9%
4955 IINN QTREX QUANTUM LTD Healthcare 573.0 $826.0 $1.44 +39.4%
4956 AFRI FORAFRIC GLOBAL PLC Consumer Defensive 82.0 $826.0 +77.0 +1540.0% $10.07 +7.3%
4957 KG KESTREL GROUP LTD Financial Services 90.0 $810.0 NEW $9.00 -13.1%
4958 SSTK SHUTTERSTOCK INC Communication Services 58.0 $809.0 -518.0 -89.9% $13.95 -61.6%
4959 AAPW ROUNDHILL ETF TRUST 22.0 $799.0 +2.0 +10.0% $36.32 +6.4%
4960 NHP NATIONAL HEALTHCARE PPTYS IN Real Estate 54.0 $792.0 NEW $14.67 +13.3%
Page 248 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%