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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 79 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 APPF APPFOLIO INC Technology 236.0 $55K 0.00% NEW $232.65 -34.9%
1562 TDW TIDEWATER INC NEW Energy 1,087.0 $55K 0.00% NEW $50.51 +28.0%
1563 HR HEALTHCARE RLTY TR Real Estate 3,228.0 $55K 0.00% NEW $16.95 +16.8%
1564 PRIM PRIMORIS SVCS CORP Industrials 439.0 $54K 0.00% NEW $124.14 -18.4%
1565 FDIS FIDELITY COVINGTON TRUST 532.0 $54K 0.00% NEW $102.23 -0.1%
1566 MLAB MESA LABS INC Technology 692.0 $54K 0.00% NEW $78.51 +21.1%
1567 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 2,293.0 $54K 0.00% NEW $23.66 +6.0%
1568 STM STMICROELECTRONICS SPON ADR EACH REP 1 ORD SHS Technology 2,090.0 $54K 0.00% NEW $25.94 +202.1%
1569 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 381.0 $54K 0.00% NEW $141.83 +11.6%
1570 PRI PRIMERICA INC Financial Services 209.0 $54K 0.00% NEW $258.36 +9.1%
1571 EQR EQUITY RESIDENTIAL Real Estate 852.0 $54K 0.00% NEW $63.07 +1.6%
1572 BE BLOOM ENERGY CORP Industrials 615.0 $53K 0.00% NEW $86.89 +278.5%
1573 NTRA NATERA INC Healthcare 233.0 $53K 0.00% NEW $229.09 +1.0%
1574 NXTG FIRST TR EXCHANGE-TRADED FD 495.0 $53K 0.00% NEW $107.79 +46.7%
1575 WES WESTERN MIDSTREAM PARTNERS L Energy 1,350.0 $53K 0.00% NEW $39.50 +8.8%
1576 PCYO PURE CYCLE CORP Utilities 4,851.0 $53K 0.00% NEW $10.99 +0.7%
1577 SPHY SPDR SERIES TRUST 2,249.0 $53K 0.00% NEW $23.67 -1.0%
1578 DFUV DIMENSIONAL ETF TRUST 1,142.0 $53K 0.00% NEW $46.59 +17.2%
1579 SMR NUSCALE PWR CORP Utilities 3,739.0 $53K 0.00% NEW $14.17 -17.1%
1580 TEQI T ROWE PRICE ETF INC 1,172.0 $53K 0.00% NEW $45.17 +11.0%
Page 79 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%