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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 53 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SMLF ISHARES U.S. SMALL CAP EQUITY FACTOR ETF 2,709.0 $203K 0.01% NEW $74.87 +13.8%
1042 EWD ISHARES INC 4,110.0 $202K 0.01% NEW $49.23 +7.5%
1043 DKNG DRAFTKINGS INC NEW Consumer Cyclical 5,860.0 $202K 0.01% NEW $34.46 -27.7%
1044 MINT PIMCO ETF TR 2,005.0 $201K 0.01% NEW $100.32 +0.4%
1045 UDR UDR INC Real Estate 5,471.0 $201K 0.01% NEW $36.68 +4.5%
1046 CSL CARLISLE COS INC Industrials 627.0 $201K 0.01% NEW $319.86 +7.6%
1047 DMXF ISHARES TR 2,667.0 $200K 0.01% NEW $75.16 +10.7%
1048 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,012.0 $200K 0.01% NEW $197.94 +11.4%
1049 NRGV ENERGY VAULT HOLDINGS INC COM Utilities 43,296.0 $200K 0.01% NEW $4.61 +17.2%
1050 FLEX FLEX LTD Technology 3,293.0 $199K 0.01% NEW $60.42 +138.4%
1051 VOOG VANGUARD ADMIRAL FDS INC 447.0 $199K 0.01% NEW $444.70 -81.4%
1052 QBTS D-WAVE QUANTUM INC Technology 7,591.0 $199K 0.01% NEW $26.15 +4.8%
1053 ARW ARROW ELECTRS INC Technology 1,794.0 $198K 0.01% NEW $110.18 +97.4%
1054 IXC ISHARES TR 4,712.0 $198K 0.01% NEW $41.93 +29.1%
1055 U UNITY SOFTWARE INC Technology 4,444.0 $196K 0.01% NEW $44.17 -38.5%
1056 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 15,723.0 $195K 0.01% NEW $12.42 +20.1%
1057 SPTM SPDR SERIES TRUST 2,354.0 $194K 0.01% NEW $82.50 +10.1%
1058 NFG NATIONAL FUEL GAS CO Energy 2,417.0 $194K 0.01% NEW $80.06 -1.7%
1059 DAR DARLING INGREDIENTS INC Consumer Defensive 5,368.0 $193K 0.01% NEW $36.00 +63.6%
1060 STLD STEEL DYNAMICS INC Basic Materials 1,139.0 $193K 0.01% NEW $169.44 +51.6%
Page 53 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%