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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 71 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 VCR VANGUARD CONSUMER DISCRETIONARY ETF 1.0 $359.0 -116.0 -99.2% $359.00 +9.4%
1402 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 9.0 $344.0 -1.0 -10.0% $38.22 +11.7%
1403 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 32.0 $338.0 -393.0 -92.5% $10.56 +3.7%
1404 enCore Energy Corp 187.0 $337.0 -11K -98.4% $1.80
1405 Lennar Corp Cl B 4.0 $336.0 -221.0 -98.2% $84.00
1406 AURORA CANNABIS INC 101.0 $331.0 -12.0 -10.6% $3.28
1407 LQDA LIQUIDIA CORPORATION Healthcare 8.0 $302.0 -357.0 -97.8% $37.75 +64.2%
1408 PEW GRABAGUN DIGITAL HLDGS INC Industrials 100.0 $301.0 -50.0 -33.3% $3.01 -7.0%
1409 AQN ALGONQUIN POWER & UTILITIES Utilities 47.0 $288.0 -985.0 -95.5% $6.13 -3.6%
1410 CENTRAIS ELET BRAS SA SPON ADS PF CL C 26.0 $284.0 -260.0 -90.9% $10.92
1411 BEAM BEAM THERAPEUTICS INC Healthcare 10.0 $238.0 -65.0 -86.7% $23.80 +16.3%
1412 OABI OmniAb Inc Healthcare 8.0 $215.0 -16.0 -66.7% $26.88 -90.5%
1413 HRTX HERON THERAPEUTICS INC Healthcare 15.0 $212.0 -114.0 -88.4% $14.13 -93.8%
1414 JMSB John Marshall Bk VA Financial Services 10.0 $203.0 -37.0 -78.7% $20.30 +4.0%
1415 OPRX Optimizerx Corp Healthcare 32.0 $201.0 -58.0 -64.4% $6.28 -21.4%
1416 DGII DIGI INTL INC Technology 4.0 $193.0 -30.0 -88.2% $48.25 +32.7%
1417 VYGR Voyager Therapeutics Inc Healthcare 48.0 $185.0 -323.0 -87.1% $3.85 -9.2%
1418 SNDL INC 83.0 $172.0 -906.0 -91.6% $2.07
1419 ARHS ARHAUS INC Consumer Cyclical 51.0 $157.0 -293.0 -85.2% $3.08 +107.6%
1420 THR THERMON GROUP HLDGS INC Industrials 2.0 $151.0 -43.0 -95.6% $75.50 -13.3%
Page 71 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%