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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 Q3 2025 · Filed November 4, 2025 · Accession 0001104659-25-106000

Total Value
$555.0M
Positions
216
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (216)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720041,558$27.8M5.01%
2BLACKROCK ETF TRUSTBLK395,485$23.4M4.22%
3ISHARES TR46434V613491,744$23.0M4.14%
4ISHARES TR464287309188,352$22.7M4.10%
5ISHARES TR46432F339108,797$21.2M3.81%
6ISHARES TR464288877280,668$19.0M3.43%
7ISHARES TR46428740886,491$17.9M3.22%
8ISHARES TR46428710151,956$17.3M3.12%
9NORTHERN LTS FD TR IVNTRSO441,706$15.6M2.81%
10ISHARES INC46434G103234,946$15.5M2.79%
11PIMCO ETF TR72201R775133,892$12.5M2.25%
12BLACKROCK ETF TRUSTBLK280,039$9.6M1.72%
13BLACKROCK ETF TRUSTBLK244,462$9.3M1.67%
14SPDR SERIES TRUST78464A508149,223$8.3M1.49%
15VANGUARD TAX-MANAGED FDS921943858134,468$8.1M1.45%
16NORTHERN LTS FD TR IVNTRSO331,634$8.0M1.44%
17SPDR SERIES TRUST78464A649297,870$7.7M1.39%
18ISHARES TR46428865373,560$7.6M1.36%
19NORTHERN LTS FD TR IVNTRSO193,539$7.5M1.36%
20INVESCO EXCH TRD SLF IDX FDIVZ121,178$7.3M1.32%
21SPDR SERIES TRUST78464A80585,909$6.9M1.25%
22ISHARES TR46428858870,427$6.7M1.21%
23VANGUARD INDEX FDS92290836310,745$6.6M1.19%
24ISHARES TR46435G672127,340$6.5M1.18%
25PIMCO ETF TR72201R585236,895$6.4M1.15%
26ISHARES TR46432F39624,288$6.2M1.12%
27NORTHERN LTS FD TR IVNTRSO24,278$6.1M1.09%
28SPDR SERIES TRUST78464A40953,517$5.6M1.01%
29VANGUARD INDEX FDS92290862918,576$5.5M0.98%
30INVESCO EXCHANGE TRADED FD TIVZ94,071$5.4M0.97%
31APPLE INCAAPL18,597$4.7M0.85%
32MICROSOFT CORPMSFT9,052$4.7M0.84%
33STRATEGY SHSSTRD169,962$4.6M0.83%
34BLACKROCK ETF TRUST IIBLK86,537$4.6M0.83%
35SPDR INDEX SHS FDS78463X889107,063$4.6M0.83%
36ISHARES TR4642876149,633$4.5M0.81%
37ISHARES TR46428825731,710$4.4M0.79%
38ISHARES TR46428876020,457$4.3M0.77%
39INVESCO EXCH TRADED FD TR IIIVZ16,714$4.1M0.74%
40ISHARES GOLD TRIAU54,613$4.0M0.72%
41VANGUARD BD INDEX FDS92193782747,587$3.8M0.68%
42VANGUARD INDEX FDS92290875114,523$3.7M0.67%
43NVIDIA CORPORATIONNVDA19,565$3.7M0.66%
44VANGUARD WHITEHALL FDS92194640625,627$3.6M0.65%
45NORTHERN LTS FD TR IVNTRSO102,055$3.6M0.64%
46STRATEGY SHSSTRD130,837$3.5M0.63%
47NORTHERN LTS FD TR IVNTRSO78,377$3.5M0.63%
48PIMCO ETF TR72201R81731,117$3.1M0.55%
49VANGUARD INTL EQUITY INDEX F92204285855,712$3.0M0.54%
50ARISTA NETWORKS INCANET20,132$2.9M0.53%
51PIMCO ETF TR72201R86655,499$2.9M0.52%
52ALPHABET INCGOOG11,834$2.9M0.52%
53SPDR INDEX SHS FDS78463X50956,920$2.7M0.48%
54PIMCO ETF TR72201R56950,692$2.5M0.45%
55VANGUARD BD INDEX FDS92193783531,116$2.3M0.42%
56INVESCO EXCH TRADED FD TR IIIVZ82,843$2.3M0.41%
57PIMCO ETF TR72201R83322,825$2.3M0.41%
58ISHARES TR46434V73832,254$2.2M0.40%
59FORTINET INCFTNT26,007$2.2M0.39%
60SPDR S&P 500 ETF TRSPY3,193$2.1M0.38%
61PIMCO ETF TR72201R71821,535$2.1M0.37%
62PIMCO ETF TR72201R87439,884$2.0M0.36%
63ISHARES TR46434V69625,910$1.9M0.34%
64INVESCO EXCH TRD SLF IDX FDIVZ67,115$1.9M0.33%
65VANGUARD INDEX FDS9229087363,831$1.8M0.33%
66PIMCO ETF TR72201R63539,051$1.8M0.32%
67AMAZON COM INCAMZN8,034$1.8M0.32%
68INVESCO ACTIVELY MANAGED EXCIVZ35,245$1.7M0.30%
69META PLATFORMS INCMETA2,112$1.6M0.28%
70ISHARES TR46428828115,944$1.5M0.27%
71HENRY JACK & ASSOC INC4262811019,978$1.5M0.27%
72ISHARES TR46428888512,666$1.4M0.26%
73SPDR SERIES TRUST78464A84724,188$1.4M0.25%
74TESLA INCTSLA2,912$1.3M0.23%
75VANGUARD BD INDEX FDS92193781915,984$1.2M0.22%
76AMPHENOL CORP NEW0320951019,836$1.2M0.22%
77BROADCOM INCAVGO3,673$1.2M0.22%
78EXXON MOBIL CORPXOM10,574$1.2M0.21%
79ISHARES TR46429B74711,123$1.1M0.21%
80PIMCO ETF TR72201R78311,907$1.1M0.21%
81INVESCO EXCH TRD SLF IDX FDIVZ45,809$1.1M0.20%
82INVESCO EXCH TRD SLF IDX FDIVZ47,104$1.1M0.20%
83INVESCO EXCH TRD SLF IDX FDIVZ47,020$1.1M0.20%
84ISHARES TR46428750716,955$1.1M0.20%
85INVESCO QQQ TRIVZ1,816$1.1M0.20%
86COSTCO WHSL CORP NEW22160K1051,172$1.1M0.20%
87MASTERCARD INCORPORATEDMA1,899$1.1M0.19%
88INVESCO EXCHANGE TRADED FD TIVZ22,291$1.1M0.19%
89SKYWORKS SOLUTIONS INCSWKS13,509$1.0M0.19%
90ISHARES TR46429B26739,654$916,8000.17%
91BERKSHIRE HATHAWAY INC DELBRK-A1,803$906,4400.16%
92ORACLE CORPORCL-PD3,167$890,6870.16%
93SPDR SERIES TRUST78468R73918,397$887,1030.16%
94WESTERN ALLIANCE BANCORPWAL-PA10,142$879,4840.16%
95VANGUARD INDEX FDS9229087692,638$865,7120.16%
96NETFLIX INCNFLX722$865,6200.16%
97GALLAGHER ARTHUR J & CO3635761092,729$845,3610.15%
98MCDONALDS CORPMCD2,678$813,7220.15%
99NASDAQ INCNDAQ9,195$813,2760.15%
100ACCENTURE PLC IRELANDACN3,280$808,8510.15%
101CINCINNATI FINL CORP1720621015,077$802,6520.14%
102VEEVA SYS INCVEEV2,686$800,1860.14%
103AST SPACEMOBILE INCASTS16,233$796,7160.14%
104ISHARES TR46432F8429,097$794,2590.14%
105ISHARES TR46434V80319,946$790,0610.14%
106HOME DEPOT INCHD1,938$785,3890.14%
107JANUS DETROIT STR TR47103U84515,123$767,9460.14%
108PINNACLE FINL PARTNERS INC72346Q1048,018$752,0300.14%
109VANGUARD INDEX FDS9229087444,025$750,6220.14%
110ASML HOLDING N VASMLF756$731,9650.13%
111GARMIN LTDGRMN2,965$730,0890.13%
112INCYTE CORPINCY8,546$724,7860.13%
113CASEYS GEN STORES INC1475281031,258$711,2500.13%
114WEC ENERGY GROUP INCWEC6,150$704,7400.13%
115VANGUARD INTL EQUITY INDEX F9220427184,902$698,7800.13%
116ISHARES TR4642878045,847$694,7990.13%
117WALMART INCWMT6,733$693,8930.13%
118ELI LILLY & COLLY862$657,7060.12%
119ISHARES TR4642872266,406$642,2020.12%
120D R HORTON INC23331A1093,754$636,1650.11%
121VISA INCV1,853$632,5770.11%
122NEUROCRINE BIOSCIENCES INCNBIX4,478$628,6220.11%
123DISNEY WALT CO2546871065,392$617,3930.11%
124CINTAS CORPCTAS2,934$602,2330.11%
125UNILEVER PLCUNLYF9,916$587,8200.11%
126ABBVIE INCABBV2,470$571,8760.10%
127INTUITINTU837$571,6410.10%
128J P MORGAN EXCHANGE TRADED F46641Q1188,966$568,7130.10%
129STARBUCKS CORPSBUX6,674$564,5920.10%
130BORGWARNER INCBWA12,806$562,9440.10%
131NEWS CORP NEWNWSLL16,218$560,3470.10%
132TRACTOR SUPPLY COTSCO9,715$552,4670.10%
133VALERO ENERGY CORPVLO3,243$552,2350.10%
134ATMOS ENERGY CORPATO3,178$542,7210.10%
135AUTOMATIC DATA PROCESSING INADP1,792$525,8330.09%
136EVEREST GROUP LTDEG1,482$518,9180.09%
137REPUBLIC SVCS INC7607591002,224$510,2940.09%
138SPDR SERIES TRUST78464A8546,511$510,0720.09%
139OLD DOMINION FREIGHT LINE INODFL3,574$503,1540.09%
140MOTOROLA SOLUTIONS INCMSI1,084$495,7020.09%
141WISDOMTREE TRWT12,964$491,1420.09%
142STRYKER CORPORATIONSYK1,318$487,3130.09%
143ARES MANAGEMENT CORPORATIONARES-PB3,033$484,9460.09%
144MEDTRONIC PLCMDT5,008$476,9940.09%
145S&P GLOBAL INCSPGI957$465,8420.08%
146NOVO-NORDISK A SNONOF8,342$462,8980.08%
147JOHNSON & JOHNSONJNJ2,491$461,9550.08%
148FASTENAL COFAST9,332$457,6190.08%
149QUALCOMM INCQCOM2,748$457,1640.08%
150LENNAR CORPLEN-B3,497$440,7760.08%
151THOMSON REUTERS CORPTMSOF2,779$431,6620.08%
152STERIS PLCSTE1,720$425,5990.08%
153PALANTIR TECHNOLOGIES INCPLTR2,270$414,0930.07%
154MCCORMICK & CO INCMKC-V6,132$410,2930.07%
155SPDR SERIES TRUST78468R8538,771$406,2730.07%
156TAIWAN SEMICONDUCTOR MFG LTD8740391001,448$404,5300.07%
157SCRIPPS E W CO OHIO811054402163,946$403,3070.07%
158MONSTER BEVERAGE CORP NEWMNST5,991$403,2540.07%
159ISHARES TR4642884143,770$401,4670.07%
160CRA INTL INC12618T1051,909$398,0840.07%
161MERCK & CO INCMRK4,644$389,7590.07%
162SPDR SERIES TRUST78468R6223,905$382,6510.07%
163ISHARES TR46435G47413,705$380,7250.07%
164EXPEDITORS INTL WASH INC3021301093,097$379,6230.07%
165CME GROUP INCCME1,395$376,9150.07%
166PROCTER AND GAMBLE CO7427181092,407$369,8180.07%
167SMITH A O CORPAOS4,977$365,3930.07%
168POOL CORPPOOL1,177$365,0200.07%
169COPART INCCPRT8,010$360,2100.06%
170WATSCO INCWSO-B888$359,2100.06%
171ABBOTT LABSABLZF2,578$345,3220.06%
172GOLDMAN SACHS GROUP INCGSCE427$340,0410.06%
173AXOGEN INCAXGN18,884$336,8910.06%
174EOG RES INCEOG2,923$327,6830.06%
175RTX CORPORATIONRTX1,948$325,9100.06%
176T-MOBILE US INCTMUSZ1,349$322,9240.06%
177ISHARES TR4642875562,213$319,4910.06%
178GILEAD SCIENCES INCGILD2,866$318,1260.06%
179GE AEROSPACE3696043011,054$317,0640.06%
180PILGRIMS PRIDE CORPPPC7,654$311,6710.06%
181ZOETIS INCZTS2,078$304,0530.05%
182TEXAS INSTRS INC8825081041,651$303,3370.05%
183GENERAL DYNAMICS CORPGD862$293,9420.05%
184ILLINOIS TOOL WKS INC4523081091,126$293,5230.05%
185FIRSTSERVICE CORP NEWFSV1,532$291,8310.05%
186VANGUARD INDEX FDS9229086111,398$291,7770.05%
187CORTEVA INCCTVA4,221$285,4660.05%
188NU SKIN ENTERPRISES INCNUS23,285$283,8410.05%
189INVESCO EXCH TRADED FD TR IIIVZ12,128$280,0360.05%
190ROPER TECHNOLOGIES INCROP561$279,7650.05%
191ALPHABET INCGOOG1,140$277,5350.05%
192VANGUARD MUN BD FDS9229077465,499$275,3350.05%
193KINSALE CAP GROUP INC49714P108647$275,1430.05%
194IDT CORPIDT5,230$273,5810.05%
195EVERGY INCEVRG3,562$270,7540.05%
196AMERICAN WTR WKS CO INC NEW0304201031,934$269,1950.05%
197SPDR SERIES TRUST78468R6632,913$267,2680.05%
198VERIZON COMMUNICATIONS INCVZ6,038$265,3840.05%
199SNAP ON INCSNA761$263,6030.05%
200ALIGN TECHNOLOGY INCALGN2,089$261,5850.05%
201CARNIVAL CORPCUKPF8,983$259,6990.05%
202INVESCO EXCH TRADED FD TR IIIVZ12,185$255,0320.05%
203HEICO CORP NEWHEI-A786$253,7370.05%
204EMCOR GROUP INCEME390$253,3580.05%
205BROADRIDGE FINL SOLUTIONS IN11133T1031,052$250,4780.05%
206SCHWAB STRATEGIC TR8085247719,505$249,9820.05%
207SHERWIN WILLIAMS COSHW703$243,4800.04%
208FERGUSON ENTERPRISES INCFERG1,068$239,8510.04%
209SCHWAB STRATEGIC TR8085243007,492$239,0700.04%
210MONDELEZ INTL INC6092071053,577$223,4480.04%
211C H ROBINSON WORLDWIDE INCCHRW1,669$220,9760.04%
212FEDERAL SIGNAL CORPFSS1,852$220,3690.04%
213UL SOLUTIONS INCULS3,032$214,8480.04%
214INVESCO ACTIVELY MANAGED EXCIVZ8,438$211,7940.04%
215NEWMONT CORPNEMCL2,423$204,3070.04%
216CION INVT CORP17259U20413,662$129,5160.02%