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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PAX Financial Group, LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001104659-23-018610

Total Value
$393.8M
Positions
202
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (202)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200120,826$46.4M11.79%
2ISHARES TR46434V613523,188$23.5M5.97%
3ISHARES TR46435G425271,898$23.0M5.85%
4ISHARES TR464288877242,971$11.1M2.83%
5SPDR SER TR78464A649409,235$10.3M2.61%
6NORTHERN LTS FD TR IVNTRSO419,472$9.7M2.45%
7ISHARES TR464288588101,999$9.5M2.40%
8NORTHERN LTS FD TR IVNTRSO357,617$9.3M2.37%
9ISHARES TR464288885106,643$8.9M2.27%
10SPDR SER TR78464A805174,243$8.2M2.09%
11NORTHERN LTS FD TR IVNTRSO237,203$7.4M1.88%
12ISHARES INC464286533137,264$7.3M1.85%
13ISHARES TR46429B267303,070$6.9M1.75%
14VANGUARD INDEX FDS92290836318,607$6.5M1.66%
15NORTHERN LTS FD TR IVNTRSO203,650$6.1M1.55%
16VANGUARD BD INDEX FDS92193782775,859$5.7M1.45%
17VANGUARD INDEX FDS92290862927,947$5.7M1.45%
18NORTHERN LTS FD TR IVNTRSO178,730$5.4M1.37%
19SPDR INDEX SHS FDS78463X889181,182$5.4M1.37%
20SPDR SER TR78464A508134,466$5.2M1.33%
21ISHARES TR46434V407120,036$4.9M1.25%
22SPDR SER TR78464A40992,210$4.7M1.19%
23ISHARES TR46428825754,253$4.6M1.17%
24VANGUARD TAX-MANAGED FDS921943858103,690$4.4M1.11%
25ISHARES TR46428761418,934$4.1M1.03%
26NORTHERN LTS FD TR IVNTRSO164,957$4.1M1.03%
27ISHARES TR46428780442,117$4.0M1.01%
28VANGUARD WHITEHALL FDS92194640635,387$3.8M0.97%
29VANGUARD INDEX FDS92290875120,835$3.8M0.97%
30ISHARES TR46428772149,065$3.7M0.93%
31ISHARES TR46428865329,230$3.2M0.80%
32ISHARES TR46432F39620,745$3.0M0.77%
33SPDR INDEX SHS FDS78463X50989,716$3.0M0.75%
34ISHARES TR46434V73859,731$2.8M0.72%
35SCHWAB STRATEGIC TR80852485456,406$2.8M0.71%
36ISHARES TR46429B69738,193$2.8M0.70%
37ISHARES TR46435G67257,375$2.7M0.69%
38VANGUARD BD INDEX FDS92193781932,791$2.4M0.62%
39ISHARES TR46434V69643,694$2.3M0.60%
40HENRY JACK & ASSOC INC42628110113,042$2.3M0.58%
41ISHARES TR46435G10227,628$1.9M0.49%
42VANGUARD BD INDEX FDS92193783524,682$1.8M0.45%
43ARISTA NETWORKS INCANET14,478$1.8M0.45%
44SPDR SER TR78464A84740,434$1.7M0.44%
45SKYWORKS SOLUTIONS INCSWKS17,866$1.6M0.41%
46ISHARES TR46434V80359,895$1.6M0.41%
47APPLE INCAAPL12,283$1.6M0.41%
48FORTINET INCFTNT30,999$1.5M0.38%
49SPDR SER TR78468R73932,000$1.5M0.38%
50HOME DEPOT INCHD4,505$1.4M0.36%
51ISHARES TR46435U71338,437$1.4M0.35%
52NIKE INCNKE11,604$1.4M0.34%
53INTUITIVE SURGICAL INCISRG4,921$1.3M0.33%
54STARBUCKS CORPSBUX12,975$1.3M0.33%
55ISHARES TR46428717611,904$1.3M0.32%
56BORGWARNER INCBWA31,083$1.3M0.32%
57EXXON MOBIL CORPXOM10,956$1.2M0.31%
58PIMCO ETF TR72201R71812,775$1.2M0.31%
59ISHARES U S ETF TR46431W85341,438$1.2M0.30%
60MICROSOFT CORPMSFT4,859$1.2M0.30%
61INCYTE CORPINCY13,743$1.1M0.28%
62VANGUARD INDEX FDS9229087447,780$1.1M0.28%
63ISHARES TR46435G47442,934$1.1M0.27%
64ISHARES TR46432F84216,440$1.0M0.26%
65VANGUARD SCOTTSDALE FDS92206C77120,503$933,2800.24%
66SCHWAB STRATEGIC TR80852486219,218$927,0810.24%
67D R HORTON INC23331A10910,368$924,2350.23%
68VALERO ENERGY CORPVLO7,233$917,5880.23%
69EVEREST RE GROUP LTDEG2,665$882,7250.22%
70NASDAQ INCNDAQ14,299$877,2440.22%
71NEXTERA ENERGY INCNEE-PW10,342$864,5910.22%
72ALIGN TECHNOLOGY INCALGN4,022$848,1340.22%
73LENNAR CORPLEN-B9,300$841,6670.21%
74MASTERCARD INCORPORATEDMA2,420$841,5070.21%
75STRYKER CORPORATIONSYK3,440$841,0460.21%
76TRACTOR SUPPLY COTSCO3,706$833,7390.21%
77ISHARES TR4642884147,709$813,4540.21%
78THOMSON REUTERS CORP.TMSOF6,999$798,3760.20%
79GALLAGHER ARTHUR J & CO3635761094,196$791,1140.20%
80GARMIN LTDGRMN8,545$788,6040.20%
81COSTCO WHSL CORP NEW22160K1051,722$786,0930.20%
82GILEAD SCIENCES INCGILD9,081$779,6040.20%
83ONEOK INC NEWOKE11,591$761,5290.19%
84DOLLAR GEN CORP NEW2566771053,062$754,0180.19%
85SPDR SER TR78468R6228,312$748,0800.19%
86BERKSHIRE HATHAWAY INC DELBRK-A2,397$740,4330.19%
87REPUBLIC SVCS INC7607591005,687$733,5660.19%
88AUTOMATIC DATA PROCESSING INADP3,068$732,8220.19%
89CVS HEALTH CORPCVS7,856$732,1010.19%
90BLACKROCK INCBLK1,029$729,1800.19%
91FIDELITY NATL INFORMATION SV31620M10610,625$720,9060.18%
92VANGUARD INTL EQUITY INDEX F92204285818,317$713,9970.18%
93CINCINNATI FINL CORP1720621016,969$713,5260.18%
94VANGUARD INDEX FDS9229087363,337$711,2310.18%
95ALPHABET INCGOOG8,050$710,2520.18%
96CION INVT CORP17259U20472,397$705,8670.18%
97VISA INCV3,388$703,8910.18%
98JOHNSON & JOHNSONJNJ3,858$681,5160.17%
99S&P GLOBAL INCSPGI2,020$676,5790.17%
100STERIS PLCSTE3,657$675,4110.17%
101ARES MANAGEMENT CORPORATIONARES-PB9,631$659,1460.17%
102INTUITINTU1,655$644,1590.16%
103NOVO-NORDISK A SNONOF4,739$641,3760.16%
104FIRSTSERVICE CORP NEWFSV5,217$639,3430.16%
105WESTERN ALLIANCE BANCORPWAL-PA10,451$622,4480.16%
106POOL CORPPOOL2,032$614,3350.16%
107TTEC HLDGS INCTTEC13,769$607,6260.15%
108QUALCOMM INCQCOM5,436$597,6340.15%
109CME GROUP INCCME3,518$591,5870.15%
110BECTON DICKINSON & COBDX2,322$590,4850.15%
111ISHARES TR4642874577,252$588,6450.15%
112NEWS CORP NEWNWSLL31,834$587,0120.15%
113ISHARES TR46428779612,487$580,5210.15%
114ACCENTURE PLC IRELANDACN2,160$576,3740.15%
115SPDR S&P 500 ETF TRSPY1,498$572,8800.15%
116CONOCOPHILLIPSCOP4,843$571,4540.15%
117SMITH A O CORPAOS9,928$568,2570.14%
118EXPEDITORS INTL WASH INC3021301095,468$568,2240.14%
119OLD DOMINION FREIGHT LINE INODFL1,927$546,7170.14%
120FS KKR CAP CORPFSK31,196$545,9300.14%
121COPART INCCPRT8,964$545,8180.14%
122ADOBE SYSTEMS INCORPORATEDADBE1,608$540,9720.14%
123RAYTHEON TECHNOLOGIES CORPRTX5,333$538,1690.14%
124SCRIPPS E W CO OHIO81105440240,405$532,9420.14%
125ORACLE CORPORCL-PD6,421$524,8530.13%
126US FOODS HLDG CORPUSFD15,396$523,7800.13%
127INVESCO QQQ TRIVZ1,939$516,3170.13%
128GENERAL DYNAMICS CORPGD2,073$514,3320.13%
129ISHARES TR4642878384,107$512,4300.13%
130DISNEY WALT CO2546871065,813$505,0330.13%
131VANGUARD INDEX FDS9229087692,636$503,9770.13%
132MEDTRONIC PLCMDT6,474$503,1590.13%
133UNILEVER PLCUNLYF9,963$501,6370.13%
134WALMART INCWMT3,524$499,6680.13%
135NU SKIN ENTERPRISES INCNUS11,799$497,4290.13%
136SHENANDOAH TELECOMMUNICATIONSHEN30,752$488,3430.12%
137SPDR SER TR78468R85313,047$482,3480.12%
138LIBERTY BROADBAND CORPLBRDP6,333$480,3580.12%
139VANGUARD INDEX FDS9229086112,969$471,4770.12%
140INTERNATIONAL FLAVORS&FRAGRA4595061014,371$458,2560.12%
141PILGRIMS PRIDE CORPPPC19,310$458,2260.12%
142BIOGEN INCBIIB1,634$452,4870.11%
143C H ROBINSON WORLDWIDE INCCHRW4,802$439,6710.11%
144HORMEL FOODS CORPHRL9,553$435,1450.11%
145SVB FINANCIAL GROUP78486Q1011,843$424,1480.11%
146WEC ENERGY GROUP INCWEC4,461$418,2440.11%
147AMAZON COM INCAMZN4,947$415,5480.11%
148COGNIZANT TECHNOLOGY SOLUTIOCTSH7,207$412,1680.10%
149ISHARES TR4642875563,000$393,8700.10%
150TAYLOR MORRISON HOME CORPTMHC12,199$370,2400.09%
151TEMPUR SEALY INTL INCSGI10,631$364,9740.09%
152COMMERCIAL METALS COCMC7,510$362,7330.09%
153JABIL INCJBL5,250$358,0500.09%
154AXCELIS TECHNOLOGIES INCACLS4,472$354,8980.09%
155GRAPHIC PACKAGING HLDG COGPK15,880$353,3300.09%
156GREEN BRICK PARTNERS INCGRBK-PA14,515$351,6980.09%
157HELMERICH & PAYNE INCHP7,088$351,3730.09%
158VALVOLINE INCVVV10,745$350,8110.09%
159NOV INCNOV16,585$346,4590.09%
160CHEVRON CORP NEWCVX1,880$337,4410.09%
161SUPER MICRO COMPUTER INCSMCI4,089$335,7070.09%
162TESLA INCTSLA2,724$335,5420.09%
163RELIANCE STEEL & ALUMINUM CORS1,644$332,7280.08%
164GREIF INCGEF-B4,954$332,2150.08%
165BRINKER INTL INC10964110010,345$330,1090.08%
166FULLER H B COFUL4,602$329,5950.08%
167FREEPORT-MCMORAN INCFCX8,651$328,7220.08%
168GLOBAL PMTS INC37940X1023,209$318,7570.08%
169CABOT CORPCBT4,747$317,2730.08%
170SPS COMM INCSPSC2,469$317,0940.08%
171OLIN CORPOLN5,874$310,9700.08%
172PHOTRONICS INCPLAB18,386$309,4360.08%
173INGEVITY CORPNGVT4,382$308,6680.08%
174EOG RES INCEOG2,338$302,7810.08%
175MARRIOTT VACATIONS WORLDWIDEVAC2,243$301,8850.08%
176DINE BRANDS GLOBAL INCDIN4,666$301,4240.08%
177GOODYEAR TIRE & RUBR CO38255010129,645$300,8970.08%
178COHU INCCOHU9,359$299,9560.08%
179KLA CORPKLAC785$295,9690.08%
180ISHARES INC46434G1036,322$295,2370.07%
181ON SEMICONDUCTOR CORPON4,647$289,8330.07%
182WINNEBAGO INDS INC9746371005,495$289,5870.07%
183MERCK & CO INCMRK2,573$285,4740.07%
184ISHARES TR4642875071,161$280,8340.07%
185CF INDS HLDGS INC1252691003,291$280,3930.07%
186MONOLITHIC PWR SYS INC609839105759$268,3900.07%
187ABBOTT LABSABLZF2,429$266,6800.07%
188AMERICAN INTL GROUP INC0268747843,784$239,3000.06%
189PINNACLE WEST CAP CORPPNW3,105$236,1000.06%
190ISHARES TR4642882812,694$227,8850.06%
191CANADIAN NAT RES LTD1363851014,098$227,5620.06%
192VANGUARD INTL EQUITY INDEX F9220426765,401$223,2770.06%
193ATMOS ENERGY CORPATO1,986$222,5990.06%
194SPDR S&P MIDCAP 400 ETF TRMDY500$221,3950.06%
195CATERPILLAR INCCAT919$220,2560.06%
196VANGUARD INDEX FDS9229085532,595$214,0360.05%
197SIMON PPTY GROUP INC NEW8288061091,812$212,8590.05%
198VANGUARD INDEX FDS9229085951,060$212,5720.05%
199EVERGY INCEVRG3,329$209,5250.05%
200FORD MTR CO DEL34537086017,898$208,1540.05%
201PROLOGIS INC.PLDGP1,845$207,9620.05%
202AXOGEN INCAXGN18,884$188,4620.05%