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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 67 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 TRNS TRANSCAT INC Industrials 17.0 $1K -16.0 -48.5% $73.47 -7.6%
1322 MWA MUELLER WTR PRODS INC COM SER A Industrials 45.0 $1K -22.0 -32.8% $27.49 -8.6%
1323 GPGI GPGI INC Industrials 72.0 $1K -172.0 -70.5% $17.10 -30.0%
1324 USIG ISHARES TR 24.0 $1K -7.0 -22.6% $51.17 -0.4%
1325 DSGX DESCARTES SYS GROUP INC Technology 17.0 $1K -184.0 -91.5% $71.59 -1.2%
1326 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 23.0 $1K -243.0 -91.3% $52.74 +3.9%
1327 SIBN SI BONE INC Healthcare 93.0 $1K -35.0 -27.3% $12.63 +17.3%
1328 WS WORTHINGTON STL INC Basic Materials 38.0 $1K -60.0 -61.2% $30.34 +29.1%
1329 WB WEIBO CORP SPONSORED ADR Communication Services 130.0 $1K -597.0 -82.1% $8.75 -5.6%
1330 HYDR GLOBAL X FDS 6.0 $1K -24.0 -80.0% $188.67 -64.1%
1331 SPXL Direxion Daily S&P 500 Bull 3X 31.0 $1K -15.0 -32.6% $36.52 +640.1%
1332 NBN NORTHEAST BK PORTLAND ME Financial Services 10.0 $1K -16.0 -61.5% $112.40 +10.6%
1333 SRI STONERIDGE INC Consumer Cyclical 206.0 $1K -335.0 -61.9% $5.44 +26.6%
1334 MTW MANITOWOC CO INC Industrials 96.0 $1K -4.0 -4.0% $11.65 +0.4%
1335 SUNS SUNRISE RLTY TR INC Real Estate 144.0 $1K -31.0 -17.7% $7.67 +5.3%
1336 ARMOUR RESIDENTIAL REIT INC COM SHS 66.0 $1K -415.0 -86.3% $16.68
1337 NRIM NORTHRIM BANCORP INC Financial Services 48.0 $1K -25.0 -34.2% $22.90 +7.0%
1338 AEGON LTD 149.0 $1K -584.0 -79.7% $7.27
1339 GRND GRINDR INC Technology 88.0 $1K -91.0 -50.8% $12.09 +6.1%
1340 WULF TERAWULF INC Financial Services 21.0 $1K -1K -98.0% $49.81 -56.6%
Page 67 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%