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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 83 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 XPH SPDR SERIES TRUST 1,045.0 $57K 0.00% NEW $54.09 +12.8%
1642 RPRX ROYALTY PHARMA PLC Healthcare 1,165.0 $56K 0.00% +652.0 +127.1% $48.34 +9.6%
1643 CGGO CAPITAL GROUP GBL GROWTH EQT 1,639.0 $56K 0.00% +277.0 +20.3% $34.26 +23.9%
1644 USPH U S PHYSICAL THERAPY Healthcare 838.0 $56K 0.00% +431.0 +105.9% $66.85 -5.3%
1645 NOK NOKIA CORP Technology 6,915.0 $56K 0.00% -9K -57.3% $8.04 +67.8%
1646 AOK ISHARES TR 1,394.0 $56K 0.00% -8.0 -0.6% $39.88 +4.2%
1647 NXTG FIRST TR EXCHANGE-TRADED FD 495.0 $55K 0.00% $111.95 +41.2%
1648 CWST CASELLA WASTE SYS INC Industrials 698.0 $55K 0.00% -892.0 -56.1% $79.34 +9.6%
1649 BXP BXP INC Real Estate 1,067.0 $55K 0.00% -2K -61.0% $51.90 +24.7%
1650 DFUV DIMENSIONAL ETF TRUST 1,142.0 $55K 0.00% $48.46 +12.7%
1651 KBR KBR INC Industrials 1,609.0 $55K 0.00% +875.0 +119.2% $34.35 -4.4%
1652 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 1,402.0 $55K 0.00% -62.0 -4.2% $39.38 -5.0%
1653 BUFZ FIRST TR EXCHNG TRADED FD VI 2,101.0 $55K 0.00% $26.27 +6.1%
1654 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 319.0 $55K 0.00% +190.0 +147.3% $172.66 +57.4%
1655 ZETA ZETA GLOBAL HOLDINGS CORP Technology 3,453.0 $55K 0.00% +3K +10000.0% $15.94 +18.5%
1656 KIO KKR Income Opportunities Fund Com Usd 0.001 Financial Services 5,000.0 $55K 0.00% -32K -86.7% $11.00 +1.9%
1657 PKG PACKAGING CORP AMER Consumer Cyclical 259.0 $55K 0.00% -442.0 -63.0% $212.22 +7.9%
1658 PYLD PIMCO ETF TR 2,096.0 $55K 0.00% +171.0 +8.9% $26.20 +1.0%
1659 IOO ISHARES TR 452.0 $55K 0.00% $120.98 +15.0%
1660 ELAN ELANCO ANIMAL HEALTH INC Healthcare 2,408.0 $55K 0.00% -481.0 -16.6% $22.69 +6.7%
Page 83 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%