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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 89 of 261  ·  5,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 DNP DNP SELECT INCOME FD INC Financial Services 38,340.0 $414K 0.00% +22K +136.4% $10.79 +1.3%
1762 STWD STARWOOD PPTY TR INC Real Estate 25,236.0 $413K 0.00% +6K +31.2% $16.38 -3.5%
1763 POST POST HLDGS INC Consumer Defensive 4,683.0 $413K 0.00% +620.0 +15.3% $88.26 -3.3%
1764 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 37,171.0 $413K 0.00% NEW $11.11 -3.3%
1765 CXW CORECIVIC INC Real Estate 13,555.0 $412K 0.00% +12K +786.0% $30.38 +11.3%
1766 FICS FIRST TR EXCHANGE TRADED FD 9,847.0 $411K 0.00% +1K +16.3% $41.78 +1.5%
1767 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 26,138.0 $411K 0.00% NEW $15.72 -2.1%
1768 IBMP ISHARES TR 16,142.0 $410K 0.00% NEW $25.42 -0.1%
1769 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,679.0 $410K 0.00% +371.0 +16.1% $152.96 -25.2%
1770 ADC AGREE RLTY CORP Real Estate 5,401.0 $409K 0.00% +2K +69.6% $75.75 -3.4%
1771 LEG LEGGETT & PLATT INC Consumer Cyclical 34,916.0 $409K 0.00% +14K +68.8% $11.71 -21.4%
1772 H HYATT HOTELS CORP Consumer Cyclical 2,109.0 $409K 0.00% +1K +192.1% $193.84 -11.1%
1773 BIII BLACK SPADE ACQUISITION III Financial Services 40,995.0 $408K 0.00% NEW $9.95 +1.2%
1774 NRGV ENERGY VAULT HOLDINGS INC Utilities 86,600.0 $408K 0.00% +43K +100.0% $4.71 -24.8%
1775 MYE MYERS INDS INC Consumer Cyclical 11,542.0 $408K 0.00% +11K +3440.5% $35.31 -7.1%
1776 PAUG INNOVATOR ETFS TRUST 8,926.0 $407K 0.00% +1K +18.7% $45.64 +2.4%
1777 TKR TIMKEN CO Industrials 2,803.0 $407K 0.00% +2K +762.5% $145.32 -16.9%
1778 EWG ISHARES INC 9,812.0 $406K 0.00% +360.0 +3.8% $41.37 +7.8%
1779 HYDB ISHARES TR 8,672.0 $406K 0.00% +8K +2829.7% $46.77 -0.5%
1780 BMO BANK MONTREAL MEDIUM Financial Services 2,291.0 $405K 0.00% +2K +420.7% $176.71 -2.7%
Page 89 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%