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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 79 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 NTB BANK OF N T BUTTERFIELD & SO Financial Services 1,251.0 $67K 0.00% +517.0 +70.4% $53.45 +9.6%
1562 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 763.0 $67K 0.00% -1K -62.6% $87.25 +18.8%
1563 IAUM ISHARES GOLD TR Financial Services 1,425.0 $67K 0.00% -3K -70.8% $46.70 -10.0%
1564 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 722.0 $66K 0.00% +64.0 +9.7% $92.04 -16.4%
1565 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 4,425.0 $66K 0.00% -7K -61.4% $14.98 +10.2%
1566 PAA PLAINS ALL AMERN PIPELINE L Energy 2,960.0 $66K 0.00% -315.0 -9.6% $22.33 -4.4%
1567 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 864.0 $66K 0.00% -746.0 -46.3% $76.49 +11.9%
1568 UWMC UWM HOLDINGS CORPORATION Financial Services 18,208.0 $66K 0.00% -16K -46.8% $3.61 -38.6%
1569 VGK VANGUARD INTL EQUITY INDEX F 798.0 $66K 0.00% -762.0 -48.9% $82.42 +7.1%
1570 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 4,067.0 $65K 0.00% +4K +713.4% $16.07 +12.8%
1571 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 1,409.0 $65K 0.00% -48.0 -3.3% $46.36 +76.8%
1572 TPB TURNING PT BRANDS INC Consumer Defensive 735.0 $65K 0.00% +320.0 +77.1% $88.36 -7.2%
1573 IWC ISHARES TR 407.0 $65K 0.00% -397.0 -49.4% $159.52 +20.4%
1574 KBE STATE STREET SPDR S&P BANK ETF 1,090.0 $65K 0.00% -12.0 -1.1% $59.55 +10.3%
1575 LBRDK LIBERTY BROADBAND CORP Communication Services 1,290.0 $65K 0.00% +242.0 +23.1% $50.30 -41.1%
1576 MLAB MESA LABS INC Technology 730.0 $65K 0.00% +38.0 +5.5% $88.43 +7.5%
1577 IYF ISHARES TR 547.0 $64K 0.00% -196.0 -26.4% $117.66 +8.5%
1578 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 493.0 $64K 0.00% -2K -82.1% $130.39 -6.2%
1579 JULZ TRUESHARES STRUCTURED OUTCOME (JULY) ETF 1,600.0 $64K 0.00% $40.15 +12.7%
1580 PTC PTC INC Technology 450.0 $64K 0.00% -72.0 -13.8% $142.65 -19.6%
Page 79 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%