PAX Financial Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803673
Institutional-grade research for retail investors
13F Reported Value
ⓘ$586.2M
Holdings
199
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PAX Financial Group, LLC disclosed 199 positions worth $586.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 19. The portfolio is most concentrated in Other (83.8% of disclosed assets). All figures are sourced directly from PAX Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 1803673.
AI Fund Analysis
StableISHARES TR
6.9% weight
Held 9 quarters
ISHARES TR
5.2% weight
Held 9 quarters
ISHARES TR
4.4% weight
Held 9 quarters
ISHARES TR
4.3% weight
Held 9 quarters
BLACKROCK ETF TRUST
4.3% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES INC
6 quarters accumulating
ISHARES TR
6 quarters accumulating
$WT6 quarters accumulating
ISHARES TR
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$40.3M61,703 shISHARES TR
—Quality
$30.6M144,883 shISHARES TR
—Quality
$25.6M553,788 shISHARES TR
—Quality
$25.4M224,526 shBLACKROCK ETF TRUST
—Quality
$25.0M430,151 shISHARES INC
—Quality
$23.1M330,707 shISHARES TR
—Quality
$21.3M286,610 shNORTHERN LTS FD TR IV
—Quality
$16.9M451,484 shPIMCO ETF TR
—Quality
$13.1M141,683 shISHARES TR
—Quality
$12.5M65,003 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $40.3M | 61,703 |
| ISHARES TR | — | $30.6M | 144,883 |
| ISHARES TR | — | $25.6M | 553,788 |
| ISHARES TR | — | $25.4M | 224,526 |
| BLACKROCK ETF TRUST | — | $25.0M | 430,151 |
| ISHARES INC | — | $23.1M | 330,707 |
| ISHARES TR | — | $21.3M | 286,610 |
| NORTHERN LTS FD TR IV | — | $16.9M | 451,484 |
| PIMCO ETF TR | — | $13.1M | 141,683 |
| ISHARES TR | — | $12.5M | 65,003 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PAX Financial Group, LLC's 199 positions.
Showing top 10 of 199 holdings.
Sector Allocation
Other
$491.2M
Financials
$36.9M
Technology
$31.0M
Consumer Discretionary
$7.2M
Industrials
$6.5M
Healthcare
$4.9M
Energy
$2.8M
Communication Services
$2.4M
Full Holdings — PAX Financial Group, LLC (Q1 2026)
All 199 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $40.3M | 6.9% | +36% | — |
| 2 | — | ISHARES TR | $30.6M | 5.2% | +3% | — |
| 3 | — | ISHARES TR | $25.6M | 4.4% | +4% | — |
| 4 | — | ISHARES TR | $25.4M | 4.3% | +9% | — |
| 5 | — | BLACKROCK ETF TRUST | $25.0M | 4.3% | -5% | — |
| 6 | — | ISHARES INC | $23.1M | 3.9% | +1% | — |
| 7 | — | ISHARES TR | $21.3M | 3.6% | +4% | — |
| 8 | — | NORTHERN LTS FD TR IV | $16.9M | 2.9% | +0% | — |
| 9 | — | PIMCO ETF TR | $13.1M | 2.2% | +6% | — |
| 10 | — | ISHARES TR | $12.5M | 2.1% | +9% | — |
| 11 | — | ISHARES TR | $12.3M | 2.1% | +923% | — |
| 12 | — | BLACKROCK ETF TRUST | $11.7M | 2.0% | +11% | — |
| 13 | — | BLACKROCK ETF TRUST | $11.1M | 1.9% | +10% | — |
| 14 | — | ISHARES TR | $11.0M | 1.9% | +14% | — |
| 15 | — | ISHARES TR | $9.0M | 1.5% | +4% | — |
| 16 | — | SPDR SERIES TRUST | $9.0M | 1.5% | +1848% | — |
| 17 | — | BLACKROCK ETF TRUST | $8.2M | 1.4% | -22% | — |
| 18 | — | NORTHERN LTS FD TR IV | $8.2M | 1.4% | +2% | — |
| 19 | — | NORTHERN LTS FD TR IV | $8.0M | 1.4% | +1% | — |
| 20 | — | BLACKROCK ETF TRUST | $8.0M | 1.4% | -40% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS | $7.9M | 1.4% | -8% | — |
| 22 | — | PIMCO ETF TR | $7.9M | 1.4% | +11% | — |
| 23 | — | ISHARES TR | $7.8M | 1.3% | +3% | — |
| 24 | — | ISHARES TR | $7.4M | 1.3% | +602% | — |
| 25 | — | ISHARES TR | $7.2M | 1.2% | +6% | — |
| 26 | — | SPDR SERIES TRUST | $6.9M | 1.2% | +7% | — |
| 27 | — | NORTHERN LTS FD TR IV | $6.0M | 1.0% | +0% | — |
| 28 | — | SPDR SERIES TRUST | $5.9M | 1.0% | -5% | — |
| 29 |  $IVZ | Invesco Ltd. | $5.7M | 1.0% | -25% | — |
| 30 |  $AAPL | Apple Inc. | $5.0M | 0.8% | +5% | 76.1 |
| 31 | — | BLACKROCK ETF TRUST II | $4.9M | 0.8% | -7% | — |
| 32 | — | VANGUARD INDEX FDS | $4.6M | 0.8% | -11% | — |
| 33 | $IVZ | Invesco Ltd. | $4.5M | 0.8% | +7% | — |
| 34 |  $NVDA | NVIDIA CORP | $4.3M | 0.7% | +21% | 90.2 |
| 35 | — | STRATEGY SHS | $4.2M | 0.7% | +3% | — |
| 36 | — | SPDR INDEX SHS FDS | $4.1M | 0.7% | -9% | — |
| 37 | — | SPDR SERIES TRUST | $4.0M | 0.7% | -53% | — |
| 38 | — | STRATEGY SHS | $4.0M | 0.7% | -1% | — |
| 39 | $IVZ | Invesco Ltd. | $3.9M | 0.7% | NEW | — |
| 40 | — | NORTHERN LTS FD TR IV | $3.8M | 0.6% | +0% | — |
| 41 | — | NORTHERN LTS FD TR IV | $3.8M | 0.6% | -0% | — |
| 42 | — | ISHARES TR | $3.7M | 0.6% | -12% | — |
| 43 | — | PIMCO ETF TR | $3.7M | 0.6% | +18% | — |
| 44 |  $MSFT | MICROSOFT CORP | $3.6M | 0.6% | +8% | 83.7 |
| 45 | — | SPDR SERIES TRUST | $3.5M | 0.6% | -26% | — |
| 46 | — | PIMCO ETF TR | $3.5M | 0.6% | +2% | — |
| 47 | — | ISHARES TR | $3.5M | 0.6% | -11% | — |
| 48 |  $GOOG | Alphabet Inc. | $3.3M | 0.6% | +0% | 80.2 |
| 49 | — | VANGUARD INDEX FDS | $3.3M | 0.6% | -11% | — |
| 50 | — | VANGUARD WHITEHALL FDS | $3.2M | 0.6% | -12% | — |
| 51 | — | VANGUARD INDEX FDS | $3.1M | 0.5% | -11% | — |
| 52 |  $IAU | ISHARES GOLD TRUST | $2.9M | 0.5% | -50% | — |
| 53 | — | PIMCO ETF TR | $2.8M | 0.5% | +6% | — |
| 54 | — | PIMCO ETF TR | $2.4M | 0.4% | +8% | — |
| 55 | — | SPDR INDEX SHS FDS | $2.3M | 0.4% | -6% | — |
| 56 | — | STRATEGY SHS | $2.3M | 0.4% | +1% | — |
| 57 | — | PIMCO ETF TR | $2.2M | 0.4% | +3% | — |
| 58 | $IVZ | Invesco Ltd. | $2.1M | 0.4% | -6% | — |
| 59 | — | VANGUARD INDEX FDS | $2.1M | 0.4% | +217% | — |
| 60 | — | VANGUARD BD INDEX FDS | $2.0M | 0.3% | -8% | — |
| 61 | — | PIMCO ETF TR | $2.0M | 0.3% | +0% | — |
| 62 | — | ISHARES TR | $2.0M | 0.3% | -6% | — |
| 63 | — | PIMCO ETF TR | $1.9M | 0.3% | +1% | — |
| 64 |  $AMZN | AMAZON COM INC | $1.9M | 0.3% | +10% | 74.6 |
| 65 |  $META | Meta Platforms, Inc. | $1.8M | 0.3% | -8% | 80.9 |
| 66 | — | ISHARES TR | $1.7M | 0.3% | -8% | — |
| 67 | — | AMERICAN CENTY ETF TR | $1.6M | 0.3% | NEW | — |
| 68 |  $JKHY | JACK HENRY & ASSOCIATES INC | $1.5M | 0.3% | -15% | 72.8 |
| 69 |  $XOM | EXXON MOBIL CORP | $1.5M | 0.3% | -9% | 61.8 |
| 70 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | -8% | — |
| 71 |  $FTNT | Fortinet, Inc. | $1.4M | 0.2% | -13% | 78.1 |
| 72 | $IVZ | Invesco Ltd. | $1.4M | 0.2% | +211% | — |
| 73 |  $AVGO | Broadcom Inc. | $1.4M | 0.2% | +10% | 86.4 |
| 74 |  $ANET | Arista Networks, Inc. | $1.3M | 0.2% | -19% | 86 |
| 75 | — | STRATEGY SHS | $1.3M | 0.2% | +1% | — |
| 76 |  $APH | AMPHENOL CORP /DE/ | $1.3M | 0.2% | +6% | 80.5 |
| 77 | — | STRATEGY SHS | $1.3M | 0.2% | +1% | — |
| 78 | $IVZ | Invesco Ltd. | $1.3M | 0.2% | NEW | — |
| 79 | $IVZ | Invesco Ltd. | $1.3M | 0.2% | NEW | — |
| 80 | — | SPDR SERIES TRUST | $1.2M | 0.2% | -6% | — |
| 81 | — | PIMCO ETF TR | $1.2M | 0.2% | +9% | — |
| 82 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | NEW | — |
| 83 |  $TSLA | Tesla, Inc. | $1.2M | 0.2% | +9% | 50.1 |
| 84 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.2% | -3% | 67 |
| 85 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | +0% | — |
| 86 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | -3% | — |
| 87 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | -2% | — |
| 88 | $META | Meta Platforms, Inc. | $1.0M | 0.2% | -14% | 80.9 |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.0M | 0.2% | +0% | — |
| 90 | — | ISHARES TR | $981,383 | 0.2% | +51% | — |
| 91 | — | J P MORGAN EXCHANGE TRADED F | $900,460 | 0.1% | +43% | — |
| 92 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $900,012 | 0.1% | -14% | 52.1 |
| 93 |  $LLY | ELI LILLY & Co | $898,615 | 0.1% | +6% | 89.3 |
| 94 |  $MA | Mastercard Inc | $871,939 | 0.1% | -6% | 81.7 |
| 95 |  $ASML | ASML HOLDING NV | $848,094 | 0.1% | -11% | — |
| 96 | — | ISHARES TR | $830,637 | 0.1% | -5% | — |
| 97 |  $CASY | CASEYS GENERAL STORES INC | $813,790 | 0.1% | -9% | 59.9 |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $803,618 | 0.1% | +2% | 64.5 |
| 99 | — | VANGUARD INDEX FDS | $796,892 | 0.1% | -3% | — |
| 100 | — | SPDR SERIES TRUST | $682,438 | 0.1% | -11% | — |
| 101 | — | INVESCO ACTIVELY MANAGED EXC | $665,275 | 0.1% | -23% | — |
| 102 |  $SPY | SPDR S&P 500 ETF TRUST | $655,543 | 0.1% | -68% | — |
| 103 | — | VANGUARD INTL EQUITY INDEX F | $643,766 | 0.1% | -79% | — |
| 104 |  $VLO | VALERO ENERGY CORP/TX | $613,934 | 0.1% | -12% | 51.4 |
| 105 |  $V | VISA INC. | $609,920 | 0.1% | +11% | 83.5 |
| 106 |  $WMT | Walmart Inc. | $582,613 | 0.1% | -30% | 63.2 |
| 107 |  $JNJ | JOHNSON & JOHNSON | $574,775 | 0.1% | -4% | 72.8 |
| 108 |  $NDAQ | NASDAQ, INC. | $573,535 | 0.1% | -19% | 78.5 |
| 109 |  $AJG | Arthur J. Gallagher & Co. | $566,858 | 0.1% | -9% | 72.1 |
| 110 | — | ISHARES TR | $565,496 | 0.1% | -52% | — |
| 111 | $WT | WisdomTree, Inc. | $564,531 | 0.1% | +0% | 62.9 |
| 112 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $558,224 | 0.1% | -16% | 68.1 |
| 113 | — | VANGUARD INTL EQUITY INDEX F | $553,856 | 0.1% | -27% | — |
| 114 |  $CINF | CINCINNATI FINANCIAL CORP | $553,453 | 0.1% | -12% | 77 |
| 115 |  $SBUX | STARBUCKS CORP | $552,086 | 0.1% | +4% | 54.6 |
| 116 |  $ACN | Accenture plc | $540,343 | 0.1% | -8% | — |
| 117 |  $UL | UNILEVER PLC | $533,695 | 0.1% | +7% | — |
| 118 | — | VANGUARD INDEX FDS | $532,884 | 0.1% | -66% | — |
| 119 |  $BWA | BORGWARNER INC | $517,624 | 0.1% | -11% | 57.2 |
| 120 |  $NVO | NOVO NORDISK A S | $512,295 | 0.1% | +87% | — |
| 121 |  $GS | GOLDMAN SACHS GROUP INC | $510,132 | 0.1% | +13% | — |
| 122 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $508,082 | 0.1% | +8% | — |
| 123 |  $CTAS | CINTAS CORP | $505,744 | 0.1% | +8% | 76.3 |
| 124 |  $PNFP | Pinnacle Financial Partners, Inc. | $491,181 | 0.1% | -13% | — |
| 125 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $478,424 | 0.1% | -13% | 56.1 |
| 126 |  $ASTS | AST SpaceMobile, Inc. | $468,713 | 0.1% | -11% | 29.6 |
| 127 |  $NFLX | NETFLIX INC | $466,039 | 0.1% | +2% | 86.7 |
| 128 |  $DIS | Walt Disney Co | $454,154 | 0.1% | -3% | 68.9 |
| 129 |  $INCY | INCYTE CORP | $450,364 | 0.1% | -10% | 81.2 |
| 130 | — | ISHARES TR | $436,392 | 0.1% | -98% | — |
| 131 |  $GRMN | GARMIN LTD | $433,649 | 0.1% | -14% | — |
| 132 |  $WEC | WEC ENERGY GROUP, INC. | $428,320 | 0.1% | -21% | 67 |
| 133 |  $ALGN | ALIGN TECHNOLOGY INC | $420,346 | 0.1% | -10% | 58.2 |
| 134 |  $ABBV | AbbVie Inc. | $412,312 | 0.1% | -15% | 59.3 |
| 135 | — | ISHARES TR | $411,730 | 0.1% | -8% | — |
| 136 |  $HD | HOME DEPOT, INC. | $404,875 | 0.1% | -23% | 69.2 |
| 137 | — | ISHARES TR | $397,328 | 0.1% | -13% | — |
| 138 |  $PG | PROCTER & GAMBLE Co | $393,888 | 0.1% | +15% | 72.9 |
| 139 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $386,525 | 0.1% | -12% | 75.4 |
| 140 |  $EG | EVEREST GROUP, LTD. | $384,030 | 0.1% | -10% | — |
| 141 |  $PLTR | Palantir Technologies Inc. | $382,376 | 0.1% | +21% | 85.8 |
| 142 |  $MDT | Medtronic plc | $379,556 | 0.1% | -6% | — |
| 143 |  $IDT | IDT CORP | $379,248 | 0.1% | -12% | 62.3 |
| 144 |  $ARES | Ares Management Corp | $377,602 | 0.1% | +15% | 70.8 |
| 145 |  $TKO | TKO Group Holdings, Inc. | $377,086 | 0.1% | -12% | 73.1 |
| 146 | — | ISHARES TR | $373,665 | 0.1% | +0% | — |
| 147 | — | ISHARES TR | $372,060 | 0.1% | -19% | — |
| 148 |  $INTU | INTUIT INC. | $367,978 | 0.1% | +11% | 82 |
| 149 | — | ISHARES TR | $364,407 | 0.1% | -31% | — |
| 150 |  $DHI | HORTON D R INC /DE/ | $361,196 | 0.1% | -15% | 54.6 |
| 151 |  $GE | GENERAL ELECTRIC CO | $356,415 | 0.1% | +14% | 74.8 |
| 152 |  $ATO | ATMOS ENERGY CORP | $355,998 | 0.1% | -29% | 72 |
| 153 |  $CME | CME GROUP INC. | $348,007 | 0.1% | -24% | 74.5 |
| 154 |  $RSG | REPUBLIC SERVICES, INC. | $346,783 | 0.1% | -19% | 72 |
| 155 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $336,437 | 0.1% | -12% | 71.2 |
| 156 | — | SPDR SERIES TRUST | $335,824 | 0.1% | -5% | — |
| 157 |  $MSI | Motorola Solutions, Inc. | $330,261 | 0.1% | -20% | 73.8 |
| 158 |  $GOOGL | Alphabet Inc. | $320,864 | 0.1% | +5% | 80.2 |
| 159 |  $EME | EMCOR Group, Inc. | $320,447 | 0.1% | +7% | 71.7 |
| 160 |  $GILD | GILEAD SCIENCES, INC. | $309,171 | 0.1% | -20% | 77.8 |
| 161 |  $SYK | STRYKER CORP | $304,644 | 0.1% | -21% | 69.8 |
| 162 |  $SPGI | S&P Global Inc. | $297,771 | 0.1% | -22% | 79.4 |
| 163 |  $EOG | EOG RESOURCES INC | $296,617 | 0.1% | -20% | 71.1 |
| 164 | — | VANGUARD BD INDEX FDS | $295,831 | 0.1% | -4% | — |
| 165 | $IVZ | Invesco Ltd. | $295,578 | 0.1% | -22% | — |
| 166 |  $RBC | RBC Bearings INC | $295,457 | 0.1% | NEW | 67.1 |
| 167 |  $MCD | MCDONALDS CORP | $294,108 | 0.1% | -37% | 73.9 |
| 168 | — | ISHARES TR | $292,231 | 0.1% | -12% | — |
| 169 |  $RTX | RTX Corp | $290,259 | 0.1% | -16% | 70 |
| 170 |  $ULTA | Ulta Beauty, Inc. | $289,581 | 0.1% | NEW | 66.6 |
| 171 |  $GD | GENERAL DYNAMICS CORP | $286,245 | 0.1% | -1% | 73 |
| 172 |  $ADP | AUTOMATIC DATA PROCESSING INC | $284,927 | 0.1% | -14% | 77.9 |
| 173 |  $STE | STERIS plc | $278,183 | 0.1% | -22% | — |
| 174 | — | VANGUARD MUN BD FDS | $275,642 | 0.1% | +2% | — |
| 175 |  $QCOM | QUALCOMM INC/DE | $266,535 | 0.1% | -20% | 81.9 |
| 176 |  $CRAI | CRA INTERNATIONAL, INC. | $262,113 | 0.0% | -10% | 54.6 |
| 177 |  $HON | HONEYWELL INTERNATIONAL INC | $252,023 | 0.0% | NEW | 65.7 |
| 178 |  $LEN | LENNAR CORP /NEW/ | $249,761 | 0.0% | -11% | 49.2 |
| 179 |  $AOS | SMITH A O CORP | $248,480 | 0.0% | -12% | 66.7 |
| 180 |  $WSO | WATSCO INC | $242,759 | 0.0% | -17% | 58.9 |
| 181 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $237,372 | 0.0% | -42% | 60.7 |
| 182 |  $TRI | THOMSON REUTERS CORP /CAN/ | $235,568 | 0.0% | -5% | — |
| 183 |  $FSV | FirstService Corp | $221,887 | 0.0% | -8% | — |
| 184 |  $ORCL | ORACLE CORP | $221,842 | 0.0% | -53% | 67.2 |
| 185 |  $LRCX | LAM RESEARCH CORP | $219,215 | 0.0% | NEW | 82.4 |
| 186 |  $PUK | PRUDENTIAL PLC | $218,627 | 0.0% | NEW | — |
| 187 |  $TSN | TYSON FOODS, INC. | $218,415 | 0.0% | -12% | 51.9 |
| 188 |  $VEEV | VEEVA SYSTEMS INC | $213,954 | 0.0% | -11% | 77.8 |
| 189 | — | ISHARES TR | $211,029 | 0.0% | -88% | — |
| 190 |  $LIN | LINDE PLC | $209,276 | 0.0% | NEW | — |
| 191 |  $PEP | PEPSICO INC | $208,466 | 0.0% | NEW | 62.7 |
| 192 |  $ULS | UL Solutions Inc. | $205,716 | 0.0% | -15% | 64.1 |
| 193 |  $CTVA | Corteva, Inc. | $204,504 | 0.0% | -35% | 48.4 |
| 194 | — | VANGUARD INDEX FDS | $202,477 | 0.0% | -6% | — |
| 195 |  $PPC | PILGRIMS PRIDE CORP | $202,318 | 0.0% | -13% | 65.8 |
| 196 |  $MKC | MCCORMICK & CO INC | $201,193 | 0.0% | -24% | 73.7 |
| 197 |  $CPRT | COPART INC | $201,192 | 0.0% | -13% | 74.9 |
| 198 |  $ADM | Archer-Daniels-Midland Co | $200,770 | 0.0% | NEW | 49.4 |
| 199 |  $CICB | CION Investment Corp | $75,555 | 0.0% | -19% | — |
New Positions (9)
Exited Positions (19)
JANUS DETROIT STR TR
$MRK Merck & Co., Inc.
$TTD Trade Desk, Inc.
$ROP ROPER TECHNOLOGIES INC
$FAST FASTENAL CO
$CHRW C. H. ROBINSON WORLDWIDE, INC.
$MDB MongoDB, Inc.
$KNSL Kinsale Capital Group, Inc.
$HEI HEICO CORP
$SNA Snap-on Inc
$TMUS T-Mobile US, Inc.
$ITW ILLINOIS TOOL WORKS INC
$VZ VERIZON COMMUNICATIONS INC
$ABT ABBOTT LABORATORIES
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: PAX Financial Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For PAX Financial Group, LLC (SEC CIK: 1803673), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PAX Financial Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.