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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 128 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 VGI VIRTUS GLOBAL MULTI-SECTOR INC COM Financial Services 1,115.0 $9K NEW $7.84 -5.6%
2542 BKD BROOKDALE SR LIVING INC Healthcare 810.0 $9K NEW $10.79 +26.5%
2543 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 161.0 $9K NEW $54.01 +3.4%
2544 VERX VERTEX INC Technology 435.0 $9K NEW $19.97 -44.3%
2545 MNRO MONRO INC Consumer Cyclical 431.0 $9K NEW $20.04 -22.4%
2546 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 231.0 $9K NEW $37.36 -14.8%
2547 ARKX ARK ETF TR 297.0 $9K NEW $28.98 +19.2%
2548 HEDJ WISDOMTREE TR 162.0 $9K NEW $53.06 +9.6%
2549 DC DAKOTA GOLD CORP Basic Materials 1,511.0 $9K NEW $5.68 -13.2%
2550 IOSP INNOSPEC INC Basic Materials 112.0 $9K NEW $76.54 +8.1%
2551 NVT NVENT ELECTRIC PLC Industrials 84.0 $9K NEW $101.98 +73.6%
2552 STHO STAR HLDGS Real Estate 1,037.0 $9K NEW $8.23 +9.0%
2553 PVH PVH CORPORATION Consumer Cyclical 127.0 $9K NEW $67.02 +15.0%
2554 ARMOUR RESIDENTIAL REIT INC COM SHS 481.0 $9K NEW $17.69
2555 MVBF MVB FINL CORP Financial Services 329.0 $8K NEW $25.83 +7.0%
2556 DDS DILLARDS INC Consumer Cyclical 14.0 $8K NEW $606.36 -8.5%
2557 TQQQ PROSHARES TR 161.0 $8K NEW $52.73 +57.2%
2558 TEM TEMPUS AI INC Healthcare 143.0 $8K NEW $59.06 -13.9%
2559 SYBT STOCK YDS BANCORP INC Financial Services 130.0 $8K NEW $64.95 +12.7%
2560 WD WALKER & DUNLOP INC Financial Services 140.0 $8K NEW $60.16 -13.6%
Page 128 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%