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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 57 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 10,945.0 $186K 0.01% -23K -67.4% $16.97 +24.2%
1122 SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR Technology 791.0 $185K 0.01% +345.0 +77.3% $233.84 +37.6%
1123 SCZ ISHARES TR 2,341.0 $184K 0.01% $78.42 +6.6%
1124 XLY SELECT SECTOR SPDR TR 1,670.0 $184K 0.01% -2K -58.3% $109.91 +6.6%
1125 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,198.0 $183K 0.01% +381.0 +46.6% $153.10 -27.0%
1126 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 6,329.0 $183K 0.01% -9K -59.1% $28.98 +40.0%
1127 MTBA SIMPLIFY EXCHANGE TRADED FUN 3,706.0 $183K 0.01% +654.0 +21.4% $49.46 -0.5%
1128 NU NU HLDGS LTD Financial Services 12,755.0 $183K 0.01% -924.0 -6.8% $14.33 -11.3%
1129 MZTI MARZETTI COMPANY Consumer Defensive 1,320.0 $183K 0.01% +197.0 +17.5% $138.38 -22.6%
1130 CCJ CAMECO CORP Energy 1,667.0 $182K 0.01% -3K -65.7% $109.22 -2.5%
1131 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,232.0 $181K 0.01% -5K -68.0% $80.93 -1.3%
1132 YOU CLEAR SECURE INC Technology 3,374.0 $180K 0.01% +3K +298.8% $53.33 -3.5%
1133 ZTS ZOETIS INC Healthcare 1,527.0 $180K 0.01% -4K -69.9% $117.83 -33.2%
1134 NET CLOUDFLARE INC Technology 881.0 $180K 0.01% +115.0 +15.0% $203.97 +9.9%
1135 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,307.0 $180K 0.01% +2K +41.8% $21.63 +22.0%
1136 DEO DIAGEO PLC Consumer Defensive 2,220.0 $178K 0.01% -2K -51.7% $80.28 +0.2%
1137 SF STIFEL FINL CORP Financial Services 2,404.0 $178K 0.01% +2K +243.4% $73.92 -0.5%
1138 DOC HEALTHPEAK PROPERTIES INC Real Estate 9,853.0 $178K 0.01% +3K +44.2% $18.03 +8.5%
1139 AEM AGNICO EAGLE MINES LTD Basic Materials 875.0 $178K 0.01% -1K -59.3% $202.99 -17.9%
1140 ETHA ISHARES ETHEREUM TR Financial Services 11,200.0 $177K 0.01% -7K -39.7% $15.83 -18.6%
Page 57 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%