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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 255 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5081 TAVIA ACQUISITION CORP 2,490.0 $249.0 NEW $0.10
5082 INSEEGO CORP 24.0 $248.0 NEW $10.33
5083 NMRA NEUMORA THERAPEUTICS INC. Healthcare 144.0 $245.0 NEW $1.70 -10.4%
5084 IPSC CENTURY THERAPEUTICS INC Healthcare 99.0 $243.0 $2.45 -13.6%
5085 ALAR ALARUM TECHNOLOGIES LTD Technology 30.0 $241.0 NEW $8.03 -78.8%
5086 JASPER THERAPEUTICS INC 573.0 $241.0 NEW $0.42
5087 SOLESENCE INC 325.0 $239.0 NEW $0.74
5088 FIVA FIDELITY COVINGTON TRUST 6.0 $239.0 NEW $39.83 +0.9%
5089 LWAY LIFEWAY FOODS INC Consumer Defensive 8.0 $239.0 NEW $29.88 -11.8%
5090 IDX VANECK ETF TRUST 24.0 $238.0 NEW $9.92 +17.0%
5091 GTIM GOOD TIMES RESTAURANTS INC Consumer Cyclical 167.0 $236.0 $1.41 +6.9%
5092 PEW GRABAGUN DIGITAL HLDGS INC Industrials 100.0 $228.0 $2.28 +6.6%
5093 SILVERBOX CORP IV 1,407.0 $225.0 NEW $0.16
5094 OPENDOOR TECHNOLOGIES INC 444.0 $221.0 +385.0 +652.5% $0.50
5095 TWFG INC 9.0 $216.0 +6.0 +200.0% $24.00
5096 GPUS HYPERSCALE DATA INC Industrials 1,496.0 $211.0 +1K +405.4% $0.14 -36.2%
5097 AQUABOUNTY TECHNOLOGIES INC 190.0 $205.0 +189.0 +10000.0% $1.08
5098 MOUNTAIN LAKE ACQUISIT CORP 750.0 $203.0 NEW $0.27
5099 RF ACQUISITION CORP III 1,800.0 $198.0 NEW $0.11
5100 GAMESTOP CORP NEW 70.0 $196.0 NEW $2.80
Page 255 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%