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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 72 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 IP INTERNATIONAL PAPER CO Consumer Cyclical 2,619.0 $94K 0.00% -268.0 -9.3% $35.70 +3.1%
1422 OVV OVINTIV INC COM Energy 1,577.0 $93K 0.00% -436.0 -21.7% $59.29 -11.6%
1423 EQH EQUITABLE HLDGS INC Financial Services 2,505.0 $93K 0.00% +599.0 +31.4% $37.32 +21.3%
1424 NXT NEXTPOWER INC Technology 756.0 $93K 0.00% +332.0 +78.3% $123.47 +2.0%
1425 CPER UNITED STS COMMODITY INDEX F Financial Services 2,710.0 $93K 0.00% NEW $34.43 +12.9%
1426 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 1,500.0 $93K 0.00% $62.17 -9.9%
1427 LYFT LYFT INC Technology 6,881.0 $93K 0.00% +3K +80.6% $13.55 +5.4%
1428 KT KT CORP SPONSORED ADR Communication Services 4,359.0 $93K 0.00% -7K -60.1% $21.35 -14.2%
1429 BBWI BATH & BODY WORKS INC Consumer Cyclical 4,970.0 $93K 0.00% +3K +143.9% $18.67 +10.1%
1430 JCPB J P MORGAN EXCHANGE TRADED F 1,968.0 $92K 0.00% +2K +3414.3% $46.91 -0.1%
1431 TSLX SIXTH STREET SPECIALTY LENDING COM Financial Services 5,000.0 $92K 0.00% $18.38 -9.6%
1432 FRME FIRST MERCHANTS CORP Financial Services 2,370.0 $92K 0.00% +174.0 +7.9% $38.73 +5.1%
1433 HMC HONDA MOTOR CO LTD Consumer Cyclical 3,774.0 $92K 0.00% -3K -46.5% $24.31 +8.0%
1434 TRP TC ENERGY CORP Energy 1,466.0 $92K 0.00% -2K -51.6% $62.57 +8.2%
1435 DIHP DIMENSIONAL ETF TRUST 2,751.0 $92K 0.00% +1K +115.3% $33.30 +3.6%
1436 TLN TALEN ENERGY CORP Utilities 197.0 $91K 0.00% +182.0 +1213.3% $462.64 -5.7%
1437 NZF NUVEEN MUN CR INCOME FD Financial Services 7,471.0 $91K 0.00% -2K -21.1% $12.18 +4.3%
1438 STNE STONECO LTD Technology 6,428.0 $91K 0.00% +6K +3265.4% $14.12 -25.0%
1439 RNR RENAISSANCERE HLDGS LTD Financial Services 307.0 $91K 0.00% +224.0 +269.9% $295.49 +1.2%
1440 PAGP PLAINS GP HLDGS L P Energy 3,729.0 $91K 0.00% -3K -47.8% $24.28 -4.2%
Page 72 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%