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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 120 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,531.0 $12K NEW $7.77 +5.5%
2382 PDM PIEDMONT REALTY TRUST INC Real Estate 1,423.0 $12K NEW $8.34 +7.2%
2383 CGMU CAPITAL GRP FIXED INCM ETF T 433.0 $12K NEW $27.38 +0.3%
2384 BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM Financial Services 381.0 $12K NEW $31.11 +4.9%
2385 BBCA J P MORGAN EXCHANGE TRADED F 127.0 $12K NEW $92.98 +7.6%
2386 CSR CENTERSPACE Real Estate 176.0 $12K NEW $66.72 -16.6%
2387 TERN TERNS PHARMACEUTICALS INC COM Healthcare 290.0 $12K NEW $40.40 +31.1%
2388 EOS EATON VANCE ENHANCED EQUITY Financial Services 500.0 $12K NEW $23.41 -5.6%
2389 PWP PERELLA WEINBERG PARTNERS Financial Services 675.0 $12K NEW $17.30 -8.4%
2390 ABFL ABACUS FCF ETF TR 163.0 $12K NEW $71.37 +17.0%
2391 SANDISK CORP 49.0 $12K NEW $237.39
2392 NWPX NWPX INFRASTRUCTURE INC Industrials 185.0 $12K NEW $62.49 +122.7%
2393 OPFI OPPFI INC COM CL A Technology 1,103.0 $12K NEW $10.46 -19.4%
2394 LCID LUCID GROUP INC Consumer Cyclical 1,090.0 $12K NEW $10.57 -49.3%
2395 CERIBELL INC 525.0 $12K NEW $21.93
2396 CONFLUENT INC CLASS A COM 377.0 $11K NEW $30.24
2397 AVNT AVIENT CORPORATION Basic Materials 365.0 $11K NEW $31.23 +20.6%
2398 PICK ISHARES INC MSCI GBL ETF NEW 222.0 $11K NEW $51.34 +22.5%
2399 CADENCE BANK COM 266.0 $11K NEW $42.84
2400 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 246.0 $11K NEW $46.30 -27.6%
Page 120 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%