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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 42 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 AVA AVISTA CORP Utilities 982.0 $40K 0.00% +481.0 +96.0% $40.40 +2.7%
822 SAIC Science Applications Intl Corp Technology 412.0 $39K 0.00% +376.0 +1044.4% $94.92 +6.8%
823 INVH INVITATION HOMES INC Real Estate 1,546.0 $39K 0.00% +1K +446.3% $24.91 +18.0%
824 LASR NLIGHT INC Technology 640.0 $38K 0.00% +152.0 +31.1% $59.99 +36.0%
825 CUZ COUSINS PPTYS INC Real Estate 1,675.0 $38K 0.00% +180.0 +12.0% $22.57 +18.7%
826 IDMO INVESCO EXCH TRADED FD TR II 682.0 $37K 0.00% +77.0 +12.7% $54.86 +11.1%
827 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 658.0 $37K 0.00% +31.0 +4.9% $56.75 -11.6%
828 DIOD DIODES INC Technology 547.0 $37K 0.00% +113.0 +26.0% $68.26 +58.6%
829 HQY HEALTHEQUITY INC Healthcare 453.0 $37K 0.00% +313.0 +223.6% $82.38 +5.9%
830 KEX KIRBY CORP Industrials 280.0 $37K 0.00% +45.0 +19.1% $132.88 +8.6%
831 BSM BLACK STONE MINERALS L P Energy 2,458.0 $37K 0.00% +48.0 +2.0% $15.12 -9.3%
832 ZACKS TRUST 1,324.0 $36K 0.00% +423.0 +47.0% $27.57
833 MDU MDU RES GROUP INC Industrials 1,747.0 $36K 0.00% +22.0 +1.3% $20.72 +7.5%
834 CRGY CRESCENT ENERGY COMPANY Energy 2,713.0 $36K 0.00% +112.0 +4.3% $13.32 -6.7%
835 OPFI OPPFI INC COM CL A Technology 4,650.0 $36K 0.00% +4K +321.6% $7.71 +7.7%
836 NPO ENPRO INC Industrials 112.0 $36K 0.00% +83.0 +286.2% $319.69 -0.5%
837 AES AES CORP Utilities 2,526.0 $36K 0.00% +2K +334.8% $14.11 +4.0%
838 CELC CELCUITY INC Healthcare 289.0 $35K 0.00% +75.0 +35.0% $122.18 +9.9%
839 LAND GLADSTONE LD CORP Real Estate 3,459.0 $35K 0.00% +2K +144.4% $10.20 -7.1%
840 WT WISDOMTREE INC Financial Services 1,895.0 $35K 0.00% +802.0 +73.4% $18.61 +2.5%
Page 42 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%