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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 21 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CV CapsoVision Inc Healthcare 1.0 $7.0 NEW $7.00 -3.3%
402 MNTK Montauk Renewables Inc Com Utilities 5.0 $7.0 NEW $1.40 +9.3%
403 VGAS VERDE CLEAN FUELS CLASS A Utilities 6.0 $7.0 NEW $1.17 +66.3%
404 CD Chaince Digital Holdings Inc Technology 8.0 $4.0 NEW $0.50 +1790.0%
405 SLND Southland Holdings Inc Industrials 2.0 $3.0 NEW $1.50 -20.0%
406 PNBK Patriot Bank, N.A. Financial Services 2.0 $3.0 NEW $1.50 -24.7%
407 Logistic Properties Of The Ame USD Ord Shs 1.0 $3.0 NEW $3.00
Page 21 of 21  ·  407 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 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%