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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWO VANGUARD INTL EQUITY INDEX F 11,911.0 $644K 0.11% -44K -78.8% $54.05 +12.4%
42 VLO VALERO ENERGY CORP Energy 2,485.0 $614K 0.10% -353.0 -12.4% $247.06 -4.4%
43 WMT WALMART INC Consumer Defensive 4,688.0 $583K 0.10% -2K -29.7% $124.28 -5.7%
44 JNJ JOHNSON & JOHNSON Healthcare 2,351.0 $575K 0.10% -109.0 -4.4% $244.48 -6.6%
45 NDAQ NASDAQ INC Financial Services 6,756.0 $574K 0.10% -2K -19.1% $84.89 -3.1%
46 AJG GALLAGHER ARTHUR J & CO Financial Services 2,617.0 $567K 0.10% -265.0 -9.2% $216.61 -1.2%
47 IJH ISHARES TR 8,374.0 $565K 0.10% -9K -52.2% $67.53 +12.2%
48 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,857.0 $558K 0.10% -536.0 -15.8% $195.39 +13.1%
49 VSS VANGUARD INTL EQUITY INDEX F 3,799.0 $554K 0.09% -1K -26.8% $145.79 +8.1%
50 CINF CINCINNATI FINL CORP Financial Services 3,517.0 $553K 0.09% -497.0 -12.4% $157.37 +8.2%
51 ACN ACCENTURE PLC IRELAND Technology 2,725.0 $540K 0.09% -249.0 -8.4% $198.29 -35.5%
52 VUG VANGUARD INDEX FDS 1,220.0 $533K 0.09% -2K -66.3% $436.79 -80.1%
53 BWA BORGWARNER INC Consumer Cyclical 9,540.0 $518K 0.09% -1K -11.3% $54.26 +32.4%
54 PNFP PINNACLE FINL PARTNERS INC Financial Services 5,702.0 $491K 0.08% -815.0 -12.5% $86.14 +11.6%
55 WAL WESTERN ALLIANCE BANCORP Financial Services 6,753.0 $478K 0.08% -1K -12.9% $70.85 +12.8%
56 ASTS AST SPACEMOBILE INC Technology 5,656.0 $469K 0.08% -727.0 -11.4% $82.87 -2.7%
57 DIS DISNEY WALT CO Communication Services 4,712.0 $454K 0.08% -143.0 -3.0% $96.38 +7.8%
58 INCY INCYTE CORP Healthcare 4,785.0 $450K 0.08% -529.0 -9.9% $94.12 +4.4%
59 OEF ISHARES TR 1,372.0 $436K 0.07% -58K -97.7% $318.07 +15.9%
60 GRMN GARMIN LTD Technology 1,869.0 $434K 0.07% -301.0 -13.9% $232.02 +0.9%
Page 3 of 6  ·  110 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%