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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 116 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 FIRST FNDTN INC 2,251.0 $13K +267.0 +13.5% $5.90
2302 COLB COLUMBIA BKG SYS INC Financial Services 484.0 $13K +146.0 +43.2% $27.43 +13.6%
2303 AAL AMERICAN AIRLINES GROUP INC Industrials 1,203.0 $13K -400.0 -24.9% $11.01 +46.9%
2304 RAMP LIVERAMP HLDGS INC Technology 499.0 $13K +445.0 +824.1% $26.52 +41.8%
2305 INVA INNOVIVA INC Healthcare 567.0 $13K -43.0 -7.0% $23.30 -0.2%
2306 ENIC ENEL CHILE SA SPONSORED ADR Utilities 3,349.0 $13K -4K -56.2% $3.94 +15.9%
2307 APPN APPIAN CORP Technology 547.0 $13K +541.0 +9016.7% $24.11 -14.8%
2308 FPH FIVE POINT HOLDINGS LLC COM CL A Real Estate 2,700.0 $13K $4.84 +5.2%
2309 HTO H2O AMERICA Utilities 222.0 $13K +131.0 +144.0% $58.67 -1.4%
2310 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 164.0 $13K +9.0 +5.8% $79.33 +2.1%
2311 INSW INTERNATIONAL SEAWAYS INC Energy 165.0 $13K +129.0 +358.3% $78.19 +14.7%
2312 USAR USA RARE EARTH INC Basic Materials 850.0 $13K +804.0 +1747.8% $15.14 +53.7%
2313 RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT Financial Services 1,000.0 $13K -21.0 -2.1% $12.86 -0.9%
2314 TCBI TEXAS CAP BANCSHARES INC Financial Services 134.0 $13K +75.0 +127.1% $95.90 +4.9%
2315 WEN WENDYS CO Consumer Cyclical 1,848.0 $13K -1K -43.2% $6.95 -9.9%
2316 WRLD World Acceptance Corp Financial Services 95.0 $13K +76.0 +400.0% $135.04 +35.9%
2317 KNF KNIFE RIVER CORP Basic Materials 157.0 $13K -171.0 -52.1% $81.66 +7.5%
2318 XPRO EXPRO GROUP HOLDINGS NV Energy 773.0 $13K +409.0 +112.4% $16.56 -17.5%
2319 NMIH NMI HLDGS INC Financial Services 340.0 $13K +46.0 +15.7% $37.51 +1.8%
2320 EMBC EMBECTA CORP Healthcare 1,442.0 $13K -288.0 -16.6% $8.84 -64.9%
Page 116 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%