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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 122 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 155.0 $11K NEW $70.60 +10.5%
2422 AGIX KRANESHARES TRUST ARTIFICIAL INTEL 300.0 $11K NEW $36.30 +30.9%
2423 JBT MAREL CORPORATION 72.0 $11K NEW $150.68
2424 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 306.0 $11K NEW $35.40 +15.0%
2425 JBS N.V. 751.0 $11K NEW $14.42
2426 SSD SIMPSON MFG INC Industrials 67.0 $11K NEW $161.48 +23.9%
2427 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 132.0 $11K NEW $81.88 -22.9%
2428 GSL GLOBAL SHIP LEASE INC COM USD0.01 CL A (POST REV SPLIT) Industrials 308.0 $11K NEW $35.04 +8.1%
2429 HERD PACER FDS TR 248.0 $11K NEW $43.46 +8.1%
2430 BSCS INVESCO EXCH TRD SLF IDX FD 522.0 $11K NEW $20.60 -1.0%
2431 PAR PAR TECHNOLOGY CORP Technology 296.0 $11K NEW $36.28 -57.9%
2432 FTA FIRST TR EXCHANGE-TRADED ALP 124.0 $11K NEW $86.15 +10.3%
2433 GRNT GRANITE RIDGE RESOURCES INC Energy 2,266.0 $11K NEW $4.70 -0.2%
2434 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 238.0 $11K NEW $44.75 +17.8%
2435 TRIP TRIPADVISOR INC Consumer Cyclical 731.0 $11K NEW $14.56 -10.9%
2436 GLNG GOLAR LNG LTD Energy 286.0 $11K NEW $37.21 +33.3%
2437 FIRST TR EXCHNG TRADED FD VI 327.0 $11K NEW $32.45
2438 SITM SITIME CORP Technology 30.0 $11K NEW $353.23 +106.4%
2439 HALO HALOZYME THERAPEUTICS INC Healthcare 157.0 $11K NEW $67.30 +1.9%
2440 KAI KADANT INC Industrials 37.0 $11K NEW $285.03 +6.8%
Page 122 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%