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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 32 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PHO INVESCO EXCHANGE TRADED FD T 1,891.0 $126K 0.00% +143.0 +8.2% $66.85 -1.5%
622 IREN IREN LIMITED Financial Services 3,134.0 $126K 0.00% +2K +220.1% $40.21 +48.7%
623 VST VISTRA CORP Utilities 827.0 $126K 0.00% +134.0 +19.3% $151.76 +3.0%
624 MDB MONGODB INC Technology 472.0 $124K 0.00% +96.0 +25.5% $263.48 +16.7%
625 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 4,963.0 $124K 0.00% +4K +391.4% $25.05 +0.1%
626 ASTE ASTEC INDS INC Industrials 2,338.0 $123K 0.00% +2K +6984.9% $52.82 -3.9%
627 JLL JONES LANG LASALLE INC Real Estate 398.0 $123K 0.00% +40.0 +11.2% $309.22 -6.4%
628 RITM RITHM CAPITAL CORP Real Estate 12,806.0 $122K 0.00% +266.0 +2.1% $9.50 -2.5%
629 CRS CARPENTER TECHNOLOGY CORP Industrials 308.0 $121K 0.00% +79.0 +34.5% $394.15 +15.1%
630 MKSI MKS INC. Technology 455.0 $120K 0.00% +238.0 +109.7% $264.58 +26.3%
631 LRN STRIDE INC Consumer Defensive 1,370.0 $120K 0.00% +1K +7958.8% $87.32 +2.5%
632 BCE BCE INC Communication Services 4,834.0 $120K 0.00% +2K +45.0% $24.73 +0.3%
633 CNO CNO FINL GROUP INC COM Financial Services 2,628.0 $119K 0.00% +2K +307.4% $45.20 +4.1%
634 RWR SPDR SERIES TRUST 1,175.0 $119K 0.00% +1K +10000.0% $100.97 +10.8%
635 CHE CHEMED CORP NEW Healthcare 304.0 $119K 0.00% +201.0 +195.2% $390.10 +12.1%
636 RDDT REDDIT INC Communication Services 878.0 $118K 0.00% +359.0 +69.2% $134.90 +7.2%
637 NTNX NUTANIX INC Technology 3,116.0 $118K 0.00% +3K +970.8% $38.01 +22.5%
638 ARMK ARAMARK Industrials 2,912.0 $118K 0.00% +3K +1457.2% $40.65 +28.6%
639 FCAL FIRST TR EXCH TRADED FD III 2,400.0 $117K 0.00% +1K +100.0% $48.89 +0.5%
640 VC VISTEON CORP Consumer Cyclical 1,007.0 $116K 0.00% +842.0 +510.3% $115.34 +1.1%
Page 32 of 78  ·  1,542 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
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%