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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 109 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 SYNA SYNAPTICS INC Technology 253.0 $18K 0.00% -111.0 -30.5% $70.04 +105.3%
2162 LPG DORIAN LPG LTD Energy 518.0 $18K 0.00% +196.0 +60.9% $34.20 +16.9%
2163 XVV ISHARES TR 359.0 $18K $49.22 +15.1%
2164 GTX Garrett Motion Inc Consumer Cyclical 970.0 $18K +962.0 +10000.0% $18.17 +89.8%
2165 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 546.0 $18K +451.0 +474.7% $32.26 +3.5%
2166 KSS KOHLS CORP Consumer Cyclical 1,363.0 $18K -700.0 -33.9% $12.90 +36.4%
2167 UMI USCF ETF TR 300.0 $18K $58.59 -0.2%
2168 SLQD ISHARES TR 348.0 $18K -525.0 -60.1% $50.49 -0.6%
2169 RTH VANECK RETAIL ETF 70.0 $18K $250.89 +1.0%
2170 EATON VANCE TAX-MANAGED GLOBAL COM 2,000.0 $18K $8.78
2171 ARKW ARK NEXT GENERATION INTERNET ETF 145.0 $17K -17.0 -10.5% $120.61 +18.8%
2172 SFNC SIMMONS FIRST NATL CORP Financial Services 899.0 $17K +603.0 +203.7% $19.45 +14.0%
2173 IBD NORTHERN LTS FD TR IV 732.0 $17K $23.86 -0.5%
2174 SPHB INVESCO EXCH TRADED FD TR II 150.0 $17K $115.95 +35.2%
2175 MGEE MGE ENERGY INC Utilities 224.0 $17K +96.0 +75.0% $77.29 -1.7%
2176 HAMILTON INSURANCE GROUP LTD 573.0 $17K +230.0 +67.1% $29.83
2177 WTTR SELECT WATER SOLUTIONS INC Utilities 1,113.0 $17K -830.0 -42.7% $15.30 +15.7%
2178 INNOVATOR ETFS TRUST 806.0 $17K $21.12
2179 NWPX NWPX INFRASTRUCTURE INC Industrials 218.0 $17K +33.0 +17.8% $77.86 +81.0%
2180 BOOT BOOT BARN HLDGS INC Consumer Cyclical 115.0 $17K -70.0 -37.8% $147.54 +21.0%
Page 109 of 189  ·  3,766 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%