PRAXIS INVESTMENT MANAGEMENT INC

CIK 0001056825 · Q1 2026

13F Equity AUM

$1.6M

-100.0% QoQ

Positions

789

+12 QoQ

AUM Rank

#11,901

Top 96%

Skill Alpha (FF)

+0.9%/yr^ns

No Clear Edge

Rank #1,674 · Top 20%

vs S&P -1.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.6%Top 10: 33.0%Top 20: 45.4%

NVDA5.3%

AAPL5.2%

MIIIX5.0%

MSFT3.1%

MPLIX3.1%

MMDEX2.7%

MVIIX2.6%

GOOGL2.2%

AVGO1.9%

AMZN1.9%

Others (779)67.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology26.9%

Financial Services15.6%

Fund10.1%

Healthcare8.7%

Communication Services8.2%

Consumer Cyclical7.8%

Industrials7.5%

Consumer Defensive4.2%

Other10.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 789Median: 0.03%Avg: 0.13%

0–0.5%

758(48.2%)

0.5–1%

15(9.6%)

1–3%

11(20.6%)

3–5%

2(6.1%)

5%+

3(15.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 780Unique: 9vs 20 funds

10.7%Low

789

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

VANGUARD CAPITAL MANAGEMENT LLC

23.2%

STATE STREET CORP

22.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

27.7%

MORGAN STANLEY

14.9%

GEODE CAPITAL MANAGEMENT, LLC

22.7%

BANK OF AMERICA CORP /DE/

16.5%

BlackRock, Inc.

19.6%

JPMORGAN CHASE & CO

16.1%

FMR LLC

25.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New139Increased196Decreased167Exited127

New Positions

CSGP0.1%

+19K

APA0.1%

+18K

FLEX0.0%

+10K

IEX0.0%

+3K

SOLV ENERGY INA0.0%

+16K

PIPER SANDLER CO0.0%

+7K

MIGA0.0%

+4K

FDS0.0%

+2K

SEE0.0%

+7K

SON0.0%

+5K

Increased

MMDEX2.7%

+78K(+10%)

KHC0.1%

+21K(+50%)

OWL0.0%

+18K(+138%)

WY0.1%

+15K(+69%)

FAST0.1%

+12K(+91%)

COMP0.0%

+12K(+120%)

KDP0.1%

+11K(+43%)

SLB0.2%

+10K(+18%)

SBUX0.1%

+9K(+82%)

TTD0.0%

+9K(+41%)

Decreased

FGXXX0.3%

-3,997,230(-47%)

MIIIX5.0%

-186,484(-2%)

MVIIX2.6%

-125,443(-5%)

MPLIX3.1%

-85,607(-3%)

MMSIX1.8%

-66,014(-3%)

F0.1%

-23,068(-16%)

QXO0.0%

-22,592(-55%)

KVUE0.0%

-20,416(-57%)

7HP0.0%

-14,530(-46%)

REXR0.0%

-12,930(-63%)

Exited

-18,516

-3,703

-8,721

-1,920

-4,707

-35,758

-2,525

-12,805

-32,764

-5,540

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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