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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 261 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5201 RENT THE RUNWAY INC 1.0 $3.0 NEW $3.00
5202 AGMH AGM GROUP HOLDINGS INC Technology 2.0 $3.0 $1.50 -28.7%
5203 UAVS AGEAGLE AERIAL SYS INC NEW Technology 2.0 $2.0 NEW $1.00 +6.1%
5204 IVVD INVIVYD INC Healthcare 2.0 $2.0 $1.00 -7.4%
5205 PRPL PURPLE INNOVATION INC Consumer Cyclical 5.0 $2.0 +4.0 +400.0% $0.40 +1313.8%
5206 CBDMD INC 1.0 $1.0 NEW $1.00
Page 261 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%