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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 49 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SPTM SPDR SERIES TRUST 17,213.0 $1.6M 0.01% +11K +198.7% $90.79 +3.0%
962 TMAT NORTHERN LTS FD TR IV 49,554.0 $1.6M 0.01% NEW $31.43 -5.9%
963 GRMN GARMIN LTD Technology 6,529.0 $1.6M 0.01% +5K +233.4% $237.54 +22.0%
964 COPX GLOBAL X FDS 20,121.0 $1.5M 0.01% +19K +1831.0% $76.97 +25.3%
965 FERG FERGUSON ENTERPRISES INC Industrials 6,513.0 $1.5M 0.01% +5K +362.9% $237.32 -1.7%
966 NDSN NORDSON CORP Industrials 5,115.0 $1.5M 0.01% +3K +137.0% $301.69 +9.7%
967 BUG GLOBAL X FDS 40,374.0 $1.5M 0.01% NEW $38.19 +15.6%
968 BHP BHP BILLITON LIMITED Basic Materials 18,445.0 $1.5M 0.01% +17K +968.0% $83.31 +15.7%
969 TCAF T ROWE PRICE EXCHANGE-TRADED 37,357.0 $1.5M 0.01% +4K +13.6% $41.10 +4.5%
970 CAIE CALAMOS ETF TR 56,412.0 $1.5M 0.01% NEW $27.21 +0.1%
971 FTRE FORTREA HLDGS INC Healthcare 88,116.0 $1.5M 0.01% +85K +2715.2% $17.40 +8.4%
972 CDW CDW CORP Technology 10,857.0 $1.5M 0.01% +7K +156.4% $140.64 +5.9%
973 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,323.0 $1.5M 0.01% +2K +102.9% $459.13 +14.8%
974 ADSK AUTODESK INC Technology 7,842.0 $1.5M 0.01% +7K +506.5% $194.42 +39.2%
975 KBWB INVESCO EXCH TRADED FD TR II 16,346.0 $1.5M 0.01% +16K +10000.0% $92.98 +3.2%
976 XCEM COLUMBIA ETF TR II 28,712.0 $1.5M 0.01% +28K +5820.0% $52.88 -2.6%
977 CQP CHENIERE ENERGY PARTNERS L P Energy 24,870.0 $1.5M 0.01% +25K +10000.0% $60.95 +12.2%
978 SHM SPDR SERIES TRUST 31,457.0 $1.5M 0.01% +14K +81.2% $47.97 -0.4%
979 IDU ISHARES TR 13,159.0 $1.5M 0.01% +10K +313.5% $114.61 -4.3%
980 ESI ELEMENT SOLUTIONS INC Basic Materials 31,572.0 $1.5M 0.01% +25K +391.7% $47.75 -23.5%
Page 49 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%