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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 4 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPQ J P MORGAN EXCHANGE TRADED F 698,508.0 $42.9M 0.28% +472K +208.2% $61.46 -3.2%
62 PZA INVESCO EXCH TRADED FD TR II 1,813,866.0 $42.7M 0.28% +1.8M +10000.0% $23.52 -3.2%
63 ITOT ISHARES TR 258,065.0 $42.4M 0.28% +212K +463.4% $164.27 +2.0%
64 MUB ISHARES TR 393,109.0 $42.3M 0.28% +197K +100.9% $107.62 -2.0%
65 TSLA TESLA INC Consumer Cyclical 100,289.0 $42.2M 0.28% +77K +335.5% $420.60 -15.0%
66 ISHARES TR 1,889,290.0 $41.8M 0.28% NEW $22.14
67 GEV GE VERNOVA INC Utilities 35,430.0 $41.6M 0.28% +32K +937.5% $1174.85 -19.7%
68 ABBV ABBVIE INC Healthcare 164,897.0 $41.5M 0.28% +116K +237.5% $251.64 +4.9%
69 IWD ISHARES TR 165,039.0 $40.0M 0.27% +62K +60.0% $242.43 +6.4%
70 IBM INTERNATIONAL BUSINESS MACHS Technology 141,970.0 $39.9M 0.27% +125K +723.8% $281.21 -17.0%
71 IUSB ISHARES TR 855,023.0 $39.5M 0.26% +492K +135.4% $46.15 -1.4%
72 INTC INTEL CORP Technology 270,605.0 $37.8M 0.25% +227K +519.7% $139.63 -37.5%
73 SHLD GLOBAL X FDS 622,078.0 $37.1M 0.25% +407K +189.9% $59.71 +10.9%
74 VWO VANGUARD INTL EQUITY INDEX F 620,095.0 $37.0M 0.24% +84K +15.6% $59.69 +0.4%
75 SPDW SPDR INDEX SHS FDS 729,949.0 $36.8M 0.24% +117K +19.1% $50.39 +2.7%
76 PLTR PALANTIR TECHNOLOGIES INC Technology 307,090.0 $35.8M 0.24% +283K +1176.0% $116.67 +52.1%
77 IJT ISHARES TR 199,352.0 $35.6M 0.24% +78K +64.7% $178.60 -2.9%
78 VB VANGUARD INDEX FDS 116,555.0 $35.3M 0.23% +53K +84.6% $303.12 -0.1%
79 ISHARES TR 1,538,030.0 $35.2M 0.23% NEW $22.89
80 SOXX ISHARES TR 54,595.0 $35.0M 0.23% +53K +2790.2% $640.77 -21.1%
Page 4 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%