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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4075 New
Page 70 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 DFIV DIMENSIONAL ETF TRUST 1,786.0 $89K 0.00% NEW $49.91 +10.8%
1382 LPLA LPL FINL HLDGS INC Financial Services 249.0 $89K 0.00% NEW $357.17 -17.7%
1383 GDDY GODADDY INC Technology 713.0 $88K 0.00% NEW $124.08 -37.9%
1384 HLN HALEON PLC Healthcare 8,692.0 $88K 0.00% NEW $10.11 -11.4%
1385 SF STIFEL FINL CORP Financial Services 700.0 $88K 0.00% NEW $125.22 -41.3%
1386 RYANAIR HOLDINGS PLC 1,212.0 $87K 0.00% NEW $72.18
1387 KD KYNDRYL HLDGS INC Technology 3,291.0 $87K 0.00% NEW $26.56 -58.6%
1388 MEDP MEDPACE HLDGS INC Healthcare 155.0 $87K 0.00% NEW $561.65 -18.1%
1389 SRCE 1ST SOURCE CORP Financial Services 1,393.0 $87K 0.00% NEW $62.49 +23.1%
1390 MP MP MATERIALS CORP Basic Materials 1,721.0 $87K 0.00% NEW $50.53 +20.5%
1391 CORPAY INC 288.0 $87K 0.00% NEW $300.93
1392 ESLT ELBIT SYSTEMS LTD Industrials 150.0 $87K 0.00% NEW $577.71 +36.4%
1393 COHR COHERENT CORP Technology 469.0 $87K 0.00% NEW $184.57 +111.1%
1394 IGRO ISHARES TR INTL DIV GRWTH 1,044.0 $86K 0.00% NEW $82.79 +6.1%
1395 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 1,500.0 $86K 0.00% NEW $57.60 -2.8%
1396 FALN ISHARES TR 3,148.0 $86K 0.00% NEW $27.30 -0.4%
1397 NDMO NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS Financial Services 8,485.0 $86K 0.00% NEW $10.08 +3.1%
1398 LNN LINDSAY CORP COM Industrials 723.0 $85K 0.00% NEW $117.87 +1.0%
1399 BLD TOPBUILD CORP Industrials 203.0 $85K 0.00% NEW $417.19 +2.2%
1400 IYT ISHARES TR 1,128.0 $84K 0.00% NEW $74.48 +12.7%
Page 70 of 204  ·  4,075 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 25.8%
Technology 25.4%
Healthcare 10.8%
Consumer Cyclical 9.2%
Industrials 7.7%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.7%
Basic Materials 1.7%