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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 60 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 MATIV HOLDINGS INC 461.0 $4K -35.0 -7.1% $8.70
1182 HIFS HINGHAM INSTN SVGS MASS Financial Services 14.0 $4K -4.0 -22.2% $285.86 -0.8%
1183 DNN DENISON MINES CORP Energy 1,126.0 $4K -2K -64.0% $3.53 -9.4%
1184 CRON CRONOS GROUP INC Healthcare 1,579.0 $4K -210.0 -11.7% $2.51 +8.7%
1185 FMAO FARMERS & MERCHANTS BANCORP Financial Services 153.0 $4K -49.0 -24.3% $25.67 +8.4%
1186 KRUS KURA SUSHI USA INC Consumer Cyclical 56.0 $4K -17.0 -23.3% $69.79 -22.1%
1187 RUM RUMBLE INC Technology 765.0 $4K -84.0 -9.9% $5.10 +44.5%
1188 RMBS RAMBUS INC DEL Technology 45.0 $4K -1K -97.0% $86.04 +55.2%
1189 NICE NICE LTD SPONSORED ADR Technology 35.0 $4K -140.0 -80.0% $110.26 -13.5%
1190 FTAI AVIATION LTD 15.0 $4K -56.0 -78.9% $256.80
1191 ARKO ARKO CORP Consumer Cyclical 688.0 $4K -437.0 -38.8% $5.56 +35.0%
1192 J P MORGAN EXCHANGE TRADED F 62.0 $4K -2K -97.1% $61.32
1193 UPBOUND GROUP INC 55.0 $4K -2K -96.6% $68.93
1194 IXP iShares Global Comm Services ETF 33.0 $4K -98.0 -74.8% $114.85 +7.6%
1195 KE KIMBALL ELECTRONICS INC Industrials 159.0 $4K -495.0 -75.7% $23.70 +2.2%
1196 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 27.0 $4K -19.0 -41.3% $136.78 -9.4%
1197 PSK SPDR SERIES TRUST 118.0 $4K -187.0 -61.3% $30.85 +0.2%
1198 LIFE360 INC 89.0 $4K -36.0 -28.8% $40.82
1199 CSR CENTERSPACE Real Estate 63.0 $4K -113.0 -64.2% $57.46 +17.3%
1200 BIP Brookfield Infrastructure Partners Utilities 100.0 $4K -708.0 -87.6% $36.12 +10.0%
Page 60 of 73  ·  1,460 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%