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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 86 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 1,914.0 $49K 0.00% -498.0 -20.6% $25.48
1702 ARTY ISHARES TR 1,047.0 $49K 0.00% -320.0 -23.4% $46.53 +69.6%
1703 SMOT VANECK ETF TRUST 1,382.0 $49K 0.00% $35.19 +9.2%
1704 PCYO PURE CYCLE CORP Utilities 4,831.0 $49K 0.00% $10.06 +10.0%
1705 FIDELIS INSURANCE HOLDINGS L 2,534.0 $49K 0.00% +3K +10000.0% $19.17
1706 KVUE KENVUE INC Consumer Defensive 2,817.0 $49K 0.00% -2K -36.9% $17.23 +5.1%
1707 GDX VANECK ETF TRUST 528.0 $48K 0.00% -69.0 -11.6% $91.77 -10.1%
1708 MTDR MATADOR RES CO Energy 764.0 $48K 0.00% +135.0 +21.5% $63.16 -21.5%
1709 FLO FLOWERS FOODS INC Consumer Defensive 5,911.0 $48K 0.00% -145.0 -2.4% $8.15 -4.5%
1710 IHE ISHARES TR 555.0 $48K 0.00% +531.0 +2212.5% $86.68 +6.0%
1711 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 330.0 $48K 0.00% -8.0 -2.4% $145.02 +18.5%
1712 EXPO EXPONENT INC Industrials 731.0 $47K 0.00% +265.0 +56.9% $64.94 -12.4%
1713 FPEI FIRST TR EXCH TRADED FD III 2,493.0 $47K 0.00% +627.0 +33.6% $19.00 +1.7%
1714 IYK ISHARES TR 675.0 $47K 0.00% $70.03 +2.2%
1715 CX CEMEX SA EURO MTN BE 144A Basic Materials 4,131.0 $47K 0.00% -7K -62.5% $11.44 +11.3%
1716 HLNE HAMILTON LANE INC Financial Services 474.0 $47K 0.00% -52.0 -9.9% $99.42 -17.3%
1717 HEI HEICO CORP NEW Industrials 171.0 $47K 0.00% -144.0 -45.7% $274.20 +22.9%
1718 RYANAIR HOLDINGS PLC 810.0 $47K 0.00% -402.0 -33.2% $57.82
1719 ANNALY CAPITAL MANAGEMENT IN 2,186.0 $47K 0.00% -817.0 -27.2% $21.40
1720 FNB F N B CORP Financial Services 2,792.0 $47K 0.00% +1K +82.4% $16.72 +9.0%
Page 86 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%