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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 62 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SIRI SIRIUSXM HOLDINGS INC Communication Services 33,679.0 $995K 0.01% +30K +833.2% $29.54 -3.5%
1222 VICI VICI PPTYS INC Real Estate 37,470.0 $995K 0.01% +31K +482.7% $26.55 -2.9%
1223 STEP STEPSTONE GROUP INC Financial Services 23,931.0 $990K 0.01% +2K +8.2% $41.36 +21.4%
1224 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 41,927.0 $989K 0.01% +32K +342.6% $23.58 +7.8%
1225 E ENI SPA Energy 21,081.0 $988K 0.01% +20K +1479.1% $46.86 +13.6%
1226 NOV NOV INC Energy 53,250.0 $988K 0.01% +47K +793.6% $18.55 +11.9%
1227 EPR EPR PPTYS Real Estate 16,995.0 $986K 0.01% +11K +167.1% $58.01 +2.8%
1228 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 13,589.0 $985K 0.01% +13K +1391.7% $72.51 +7.7%
1229 BKH BLACK HILLS CORP Utilities 13,188.0 $981K 0.01% +13K +3325.4% $74.40 -1.3%
1230 TM TOYOTA MOTOR CORP Consumer Cyclical 5,822.0 $981K 0.01% +5K +720.0% $168.43 +14.0%
1231 SCHK SCHWAB STRATEGIC TR 27,038.0 $975K 0.01% +13K +99.4% $36.06 +3.2%
1232 FIS FIDELITY NATL INFORMATION SV Technology 25,072.0 $975K 0.01% +19K +318.1% $38.88 +4.3%
1233 PSP INVESCO EXCHANGE TRADED FD T 17,466.0 $973K 0.01% +11K +188.6% $55.70 +15.5%
1234 PEY INVESCO EXCHANGE TRADED FD T 41,957.0 $973K 0.01% $23.18 +8.1%
1235 EXR EXTRA SPACE STORAGE INC Real Estate 6,681.0 $971K 0.01% +6K +509.6% $145.30 -1.7%
1236 TMFC RBB FD INC 12,698.0 $967K 0.01% +5K +71.6% $76.16 +4.7%
1237 L LOEWS CORP Financial Services 8,542.0 $967K 0.01% +8K +4303.1% $113.21 -3.0%
1238 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 15,067.0 $964K 0.01% +13K +636.8% $64.01 +13.2%
1239 PNOV INNOVATOR ETFS TRUST 21,715.0 $963K 0.01% +14K +173.3% $44.35 +2.5%
1240 ROL ROLLINS INC Consumer Cyclical 23,071.0 $963K 0.01% +19K +452.6% $41.74 -13.9%
Page 62 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%