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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 119 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 GFS GLOBALFOUNDRIES INC Technology 354.0 $12K NEW $34.92 +145.8%
2362 IDE VOYA INFRASTRUCTURE INDLS & MT COM Financial Services 1,000.0 $12K NEW $12.30 +12.0%
2363 GNK GENCO SHIPPING & TRADING LTD Industrials 664.0 $12K NEW $18.43 +28.5%
2364 FIRST FNDTN INC 1,984.0 $12K NEW $6.16
2365 INVA INNOVIVA INC Healthcare 610.0 $12K NEW $19.99 +12.5%
2366 USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 211.0 $12K NEW $57.58 +20.2%
2367 TPC TUTOR PERINI CORP Industrials 181.0 $12K NEW $67.02 +16.4%
2368 GROY GOLD ROYALTY CORP Basic Materials 3,000.0 $12K NEW $4.04 -29.0%
2369 ENR ENERGIZER HLDGS INC NEW COM Industrials 609.0 $12K NEW $19.88 +8.3%
2370 OUSTER INC 558.0 $12K NEW $21.64
2371 IYZ ISHARES TR 356.0 $12K NEW $33.90 +22.7%
2372 FISI FINANCIAL INSTNS INC Financial Services 387.0 $12K NEW $31.17 +19.9%
2373 AUR AURORA INNOVATION INC Technology 3,137.0 $12K NEW $3.84 +63.5%
2374 DFAR DIMENSIONAL ETF TRUST 525.0 $12K NEW $22.90 +12.6%
2375 GSHD GOOSEHEAD INS INC Financial Services 163.0 $12K NEW $73.65 -49.9%
2376 LITHIUM ARGENTINA AG COM USD0.01 ISIN #CH1403212751 SEDOL #BS891B2 2,150.0 $12K NEW $5.58
2377 NMIH NMI HLDGS INC Financial Services 294.0 $12K NEW $40.79 -8.1%
2378 WULF TERAWULF INC COM Financial Services 1,043.0 $12K NEW $11.49 +152.2%
2379 COMP COMPASS INC Technology 1,128.0 $12K NEW $10.57 -5.3%
2380 ASGN ASGN INC Technology 247.0 $12K NEW $48.17 -60.0%
Page 119 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%