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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4075 New
Page 114 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 HP HELMERICH & PAYNE INC Energy 529.0 $15K NEW $28.68 +21.9%
2262 SYM SYMBOTIC INC CLASS A COM Industrials 255.0 $15K NEW $59.50 -30.0%
2263 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 500.0 $15K NEW $30.34 +23.1%
2264 TPH TRI POINTE HOMES INC Consumer Cyclical 482.0 $15K NEW $31.47 +49.2%
2265 VPG VISHAY PRECISION GROUP INC Technology 393.0 $15K NEW $38.50 +267.1%
2266 OIH VANECK ETF TRUST 53.0 $15K NEW $285.40 +35.1%
2267 GABC GERMAN AMERN BANCORP INC Financial Services 386.0 $15K NEW $39.18 +14.8%
2268 DUOL DUOLINGO INC Technology 86.0 $15K NEW $175.50 -28.5%
2269 FPH FIVE POINT HOLDINGS LLC COM CL A Real Estate 2,700.0 $15K NEW $5.59 -8.4%
2270 AWR AMER STATES WTR CO Utilities 208.0 $15K NEW $72.48 +6.4%
2271 NTNX NUTANIX INC Technology 291.0 $15K NEW $51.69 -9.3%
2272 RLX RLX TECHNOLOGY INC SPONSORED ADS Consumer Defensive 6,452.0 $15K NEW $2.33 -21.0%
2273 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 887.0 $15K NEW $16.93 -22.0%
2274 ASAN ASANA INC CL A Technology 1,093.0 $15K NEW $13.71 -49.5%
2275 ESGV VANGUARD WORLD FD 124.0 $15K NEW $120.75 +9.6%
2276 QEFA SPDR INDEX SHS FDS MSCI EAFE STRTGC 165.0 $15K NEW $90.67 +6.0%
2277 FORTRESS BIOTECH INC COM NEW 4,086.0 $15K NEW $3.66
2278 JBGS JBG SMITH PPTYS Real Estate 879.0 $15K NEW $17.01 -16.8%
2279 EPS WISDOMTREE TR 211.0 $15K NEW $70.86 +10.3%
2280 CBZ CBIZ INC Industrials 296.0 $15K NEW $50.45 -38.4%
Page 114 of 204  ·  4,075 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 25.8%
Technology 25.4%
Healthcare 10.8%
Consumer Cyclical 9.2%
Industrials 7.7%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.7%
Basic Materials 1.7%