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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 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Status
621 MUX MCEWEN MNG INC COM NEW ISIN #US58039P3055 SEDOL #BM8C2J4 Basic Materials 6 $111.0 SOLD
622 LYTS LSI INDS INC OHIO COM Technology 6 $110.0 SOLD
623 BKV BKV CORP COM Energy 4 $109.0 SOLD
624 HELP CYBIN INC COM NPV(POST REV SPLIT) Healthcare 13 $106.0 SOLD
625 PHAT PHATHOM PHARMACEUTICALS INC COM Healthcare 6 $100.0 SOLD
626 CMPX COMPASS THERAPEUTICS INC COM Healthcare 18 $97.0 SOLD
627 MAMA MAMAS CREATIONS INC COM Consumer Defensive 7 $94.0 SOLD
628 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 9 $94.0 SOLD
629 GOSS GOSSAMER BIO INC COM Healthcare 30 $93.0 SOLD
630 BARNES &NOBLE ED INC COM NEW 10 $92.0 SOLD
631 SEMLER SCIENTIFIC INC COM 6 $92.0 SOLD
632 ASTRIA THERAPEUTICS INC COM 7 $92.0 SOLD
633 MGNX MACROGENICS INC COM Healthcare 55 $89.0 SOLD
634 GRPN GROUPON INC COM NEW Communication Services 5 $88.0 SOLD
635 NKTR NEKTAR THERAPEUTICS COM NEW Healthcare 2 $85.0 SOLD
636 SVRA SAVARA INC COM Healthcare 14 $84.0 SOLD
637 SEPN SEPTERNA INC COM Healthcare 3 $84.0 SOLD
638 XOMA XOMA ROYALTY CORPORATION COMMON STOCK Healthcare 3 $80.0 SOLD
639 TYRA TYRA BIOSCIENCES INC COM Healthcare 3 $79.0 SOLD
640 CRVS CORVUS PHARMACEUTICALS INC COM Healthcare 10 $77.0 SOLD
Page 32 of 36  ·  716 positions
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%