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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 81 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 XDIV ROUNDHILL ETF TRUST S&P 500 NO DIVIDEND TARGET ETF 1,844.0 $51K 0.00% NEW $27.76 +9.7%
1602 MCHP MICROCHIP TECHNOLOGY INC. Technology 803.0 $51K 0.00% NEW $63.72 +56.6%
1603 UUUU ENERGY FUELS INC Energy 3,511.0 $51K 0.00% NEW $14.54 +13.9%
1604 ARKF ARK ETF TR 1,070.0 $51K 0.00% NEW $47.63 -16.0%
1605 LBRDK LIBERTY BROADBAND CORP Communication Services 1,048.0 $51K 0.00% NEW $48.60 -39.1%
1606 SMMD ISHARES RUSSELL 2500 ETF 677.0 $51K 0.00% NEW $74.94 +20.3%
1607 MDYG SPDR SERIES TRUST 549.0 $51K 0.00% NEW $92.35 +19.7%
1608 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 3,826.0 $51K 0.00% NEW $13.24 -35.9%
1609 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 496.0 $50K 0.00% NEW $101.40 -36.6%
1610 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 994.0 $50K 0.00% NEW $50.48 +52.9%
1611 SMOT VANECK ETF TRUST 1,382.0 $50K 0.00% NEW $36.20 +6.1%
1612 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 2,412.0 $50K 0.00% NEW $20.67
1613 TRNO TERRENO RLTY CORP Real Estate 848.0 $50K 0.00% NEW $58.71 +9.6%
1614 FTS FORTIS INC COM ISIN #CA3495531079 SEDOL #2347200 Utilities 957.0 $50K 0.00% NEW $51.96 +8.0%
1615 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 1,136.0 $50K 0.00% NEW $43.66 -11.6%
1616 AGM FEDERAL AGRIC MTG CORP Financial Services 282.0 $49K 0.00% NEW $175.28 +4.7%
1617 TEMA ETF TRUST 1,703.0 $49K 0.00% NEW $28.93
1618 CRWV COREWEAVE INC Technology 687.0 $49K 0.00% NEW $71.58 +64.8%
1619 URBN URBAN OUTFITTERS INC Consumer Cyclical 651.0 $49K 0.00% NEW $75.26 +1.5%
1620 VTRS VIATRIS INC Healthcare 3,926.0 $49K 0.00% NEW $12.45 +23.5%
Page 81 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%