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Portfolio (Quarterly) Guide ↗

PAX Financial Group, LLC

· CIK 0001803673
13F Portfolio $586M AUM 199 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 61 Added 110 Reduced 26 Exited
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 3,163.0 $1.2M 0.20% +272.0 +9.4% $371.75 +7.7%
42 AGG ISHARES TR 9,886.0 $981K 0.17% +3K +50.5% $99.27 -0.4%
43 JMEE J P MORGAN EXCHANGE TRADED F 13,486.0 $900K 0.15% +4K +42.9% $66.77 +14.4%
44 LLY ELI LILLY & CO Healthcare 977.0 $899K 0.15% +52.0 +5.6% $919.77 +19.4%
45 BERKSHIRE HATHAWAY INC DEL 1,677.0 $804K 0.14% +35.0 +2.1% $479.20
46 V VISA INC Financial Services 2,018.0 $610K 0.10% +199.0 +10.9% $302.24 +8.3%
47 SBUX STARBUCKS CORP Consumer Cyclical 6,162.0 $552K 0.09% +250.0 +4.2% $89.60 +12.3%
48 UNILEVER PLC 9,368.0 $534K 0.09% +599.0 +6.8% $56.97
49 NVO NOVO-NORDISK A S Healthcare 13,940.0 $512K 0.09% +6K +87.0% $36.75 +17.5%
50 GS GOLDMAN SACHS GROUP INC Financial Services 603.0 $510K 0.09% +67.0 +12.5% $845.99 +29.6%
51 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,503.0 $508K 0.09% +113.0 +8.1% $338.05 +36.7%
52 CTAS CINTAS CORP Industrials 2,990.0 $506K 0.09% +213.0 +7.7% $169.15 +1.0%
53 NFLX NETFLIX INC Communication Services 4,847.0 $466K 0.08% +116.0 +2.5% $96.15 -19.5%
54 PG PROCTER AND GAMBLE CO Consumer Defensive 2,727.0 $394K 0.07% +348.0 +14.6% $144.44 +4.1%
55 PLTR PALANTIR TECHNOLOGIES INC Technology 2,614.0 $382K 0.07% +453.0 +21.0% $146.28 -12.2%
56 ARES ARES MANAGEMENT CORPORATION Financial Services 3,461.0 $378K 0.06% +445.0 +14.8% $109.10 +18.5%
57 INTU INTUIT Technology 851.0 $368K 0.06% +87.0 +11.4% $432.41 -38.3%
58 GE GE AEROSPACE Industrials 1,256.0 $356K 0.06% +150.0 +13.6% $283.77 +26.0%
59 GOOG ALPHABET INC Communication Services 1,119.0 $321K 0.06% +52.0 +4.9% $286.74 +28.2%
60 EME EMCOR GROUP INC Industrials 434.0 $320K 0.06% +30.0 +7.4% $738.36 +13.3%
Page 3 of 4  ·  61 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
Technology 36.9%
Financial Services 16.3%
Consumer Cyclical 10.5%
Communication Services 9.8%
Healthcare 7.9%
Industrials 7.7%
Consumer Defensive 4.8%
Energy 3.8%
Utilities 1.2%
Basic Materials 0.6%