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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 4 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 SBRA SABRA HEALTH CARE REIT INC Real Estate 2,228 $42K 0.00% SOLD
62 SSPY EXCHANGE LISTED FDS TR STRATIFIED LARGE 482 $42K 0.00% SOLD
63 ALAB ASTERA LABS INC Technology 249 $41K 0.00% SOLD
64 IIF MORGAN STANLEY INDIA INVT FD I COM Financial Services 1,641 $41K 0.00% SOLD
65 RSPH INVESCO EXCHANGE TRADED FD TR S&P500 EQL HLT 1,277 $41K 0.00% SOLD
66 CDE COEUR MNG INC Basic Materials 2,280 $41K 0.00% SOLD
67 A PARADISE ACQUISITION CORP COM CL A 3,900 $39K 0.00% SOLD
68 EDV VANGUARD EXTENDED DURATION TREASURY INDEX FD 588 $38K 0.00% SOLD
69 IGI WESTERN ASSET INVT GRADE OPP Financial Services 2,302 $38K 0.00% SOLD
70 EVV EATON VANCE LIMITED DURATION Financial Services 3,830 $38K 0.00% SOLD
71 EXACT SCIENCES CORP 367 $37K 0.00% SOLD
72 HIX WESTERN ASSET HIGH INCOM FD Financial Services 8,927 $37K 0.00% SOLD
73 OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF 947 $37K 0.00% SOLD
74 HPI HANCOCK JOHN PFD INCOME FD Financial Services 2,265 $37K 0.00% SOLD
75 HILLENBRAND INC 1,122 $36K 0.00% SOLD
76 THTA TIDAL TRUST I SOFI ENHANCED YIELD ETF 2,316 $35K 0.00% SOLD
77 FBCG FIDELITY BLUE CHIP GROWTH ETF 638 $35K 0.00% SOLD
78 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 1,521 $35K 0.00% SOLD
79 INGERSOLL RAND INC 437 $35K 0.00% SOLD
80 PLNT PLANET FITNESS INC Consumer Cyclical 319 $35K 0.00% SOLD
Page 4 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%