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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 7 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLACKROCK ETF TRUST II 122,704.0 $5.9M 0.17% +115K +1551.9% $47.98
122 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 9,493.0 $5.9M 0.17% +9K +1117.0% $616.78 +7.9%
123 IJH ISHARES TR 86,546.0 $5.8M 0.17% +57K +192.7% $67.53 +8.0%
124 BIV VANGUARD BD INDEX FDS 74,912.0 $5.8M 0.16% +7K +11.1% $77.18 -1.2%
125 ETN EATON CORP PLC Industrials 15,944.0 $5.7M 0.16% +10K +189.1% $358.23 +6.5%
126 MCD MCDONALDS CORP Consumer Cyclical 18,214.0 $5.7M 0.16% -8K -29.6% $310.80 -8.6%
127 CVX CHEVRON CORPORATION Energy 26,690.0 $5.5M 0.16% -2K -6.3% $206.90 -7.7%
128 GBDC GOLUB CAP BDC INC COM Financial Services 431,251.0 $5.5M 0.15% +20K +4.9% $12.66 +2.4%
129 TBIL RBB FD INC 108,306.0 $5.4M 0.15% NEW $49.86 +0.2%
130 VXF VANGUARD INDEX FDS 25,503.0 $5.2M 0.15% -29K -53.3% $205.79 +11.1%
131 BAC BANK AMERICA CORP Financial Services 106,722.0 $5.2M 0.15% +42K +66.0% $48.86 +5.4%
132 TJX TJX COS INC NEW Consumer Cyclical 32,641.0 $5.2M 0.15% +2K +5.0% $159.70 -0.3%
133 HD HOME DEPOT INC Consumer Cyclical 15,738.0 $5.2M 0.15% -3K -14.4% $328.90 -4.6%
134 FIRST TR EXCHANGE TRADED FD 224,002.0 $5.1M 0.14% +58K +35.2% $22.95
135 SYSB ISHARES TR 55,847.0 $5.0M 0.14% +48K +574.1% $89.00 -1.1%
136 PEP PEPSICO INC Consumer Defensive 31,713.0 $4.9M 0.14% +6K +24.2% $155.29 -4.1%
137 SCHG SCHWAB STRATEGIC TR 167,411.0 $4.9M 0.14% +21K +14.3% $29.13 +17.7%
138 EFV ISHARES TR 65,271.0 $4.9M 0.14% -108K -62.4% $74.35 +6.2%
139 IWO ISHARES TR 15,400.0 $4.8M 0.14% +7K +92.9% $313.80 +17.3%
140 IEFA ISHARES TR 52,783.0 $4.8M 0.14% -12K -18.4% $90.86 +7.1%
Page 7 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%