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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GILD GILEAD SCIENCES INC Healthcare 2,218.0 $309K 0.05% -554.0 -20.0% $139.39 -11.2%
82 SYK STRYKER CORPORATION Healthcare 927.0 $305K 0.05% -249.0 -21.2% $328.63 -6.3%
83 SPGI S&P GLOBAL INC Financial Services 700.0 $298K 0.05% -198.0 -22.1% $425.39 -3.4%
84 EOG EOG RES INC Energy 2,052.0 $297K 0.05% -503.0 -19.7% $144.55 -10.1%
85 BIV VANGUARD BD INDEX FDS 3,833.0 $296K 0.05% -174.0 -4.3% $77.18 -0.8%
86 BKLN INVESCO EXCH TRADED FD TR II 14,482.0 $296K 0.05% -4K -21.6% $20.41 +0.2%
87 MCD MCDONALDS CORP Consumer Cyclical 946.0 $294K 0.05% -557.0 -37.1% $310.90 -10.4%
88 MUB ISHARES TR 2,753.0 $292K 0.05% -377.0 -12.0% $106.15 +1.1%
89 RTX RTX CORPORATION Industrials 1,505.0 $290K 0.05% -285.0 -15.9% $192.86 -3.8%
90 GD GENERAL DYNAMICS CORP Industrials 834.0 $286K 0.05% -5.0 -0.6% $343.22 +2.0%
91 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,402.0 $285K 0.05% -228.0 -14.0% $203.23 +7.5%
92 STE STERIS PLC Healthcare 1,258.0 $278K 0.05% -348.0 -21.7% $221.13 -8.4%
93 QCOM QUALCOMM INC Technology 2,070.0 $267K 0.04% -529.0 -20.4% $128.76 +75.6%
94 CRAI CRA INTL INC Industrials 1,619.0 $262K 0.04% -170.0 -9.5% $161.90 -14.3%
95 LEN LENNAR CORP Consumer Cyclical 2,876.0 $250K 0.04% -345.0 -10.7% $86.84 +3.3%
96 AOS SMITH A O CORP Industrials 3,768.0 $248K 0.04% -501.0 -11.7% $65.94 -11.7%
97 WSO WATSCO INC Industrials 667.0 $243K 0.04% -139.0 -17.2% $363.96 +10.2%
98 TSCO TRACTOR SUPPLY CO Consumer Cyclical 5,240.0 $237K 0.04% -4K -41.9% $45.30 -33.2%
99 THOMSON REUTERS CORP 2,618.0 $236K 0.04% -134.0 -4.9% $89.98
100 FSV FIRSTSERVICE CORP NEW Real Estate 1,597.0 $222K 0.04% -148.0 -8.5% $138.94 -0.8%
Page 5 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%