Praxis Capital Management LLC

Wealth advisor Mechanical CIK 1791253
Long book
$42.8M
Q1 2026
Positions
39
Top-10 weight
63%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
32%
of book per quarter

Strategy in plain words

auto-generated from filings

Praxis Capital Management LLC is a wealth-management firm allocating client money, running a $42.8M US long book across 39 positions.

The portfolio is concentrated: the top 10 names carry 63% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, INVESCO QQQ TRUST SERIES 1, SPDR GOLD SHARES, ISHARES CHINA LARGE-CAP ETF, INVESCO OPTIMUM YIELD DIVERS.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-2.4%
Q1 2026
+18.6%

Sector allocation

Technology
28%
Financials
13%
Energy
11%
Consumer staples
10%
Materials
9%
Consumer discretionary
8%
Industrials
6%
Services media
5%

Long book by quarter

$27.9M
Q4 2025
$42.8M
Q1 2026

What does Praxis Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
OXY OCCIDENTAL PETROLEUM CORPEnergy20.3K$1.3M3.1%+0.6%
AGRO ADECOAGRO SAConsumer staples71.0K$1.1M2.5%New
GOOG ALPHABET INC-CL CTechnology3.7K$1.1M2.5%+0.1%
CME CME GROUP INCFinancials3.4K$998K2.3%+2.5%
JPM JPMORGAN CHASE & COFinancials3.3K$960K2.2%+0.5%
NVDA NVIDIA CORPTechnology5.5K$959K2.2%Held
HSY HERSHEY CO/THEConsumer staples4.3K$904K2.1%+0.6%
AMZN AMAZON.COM INCConsumer discretionary4.0K$833K1.9%Held
AAPL APPLE INCTechnology3.2K$804K1.9%+0.1%
WM WASTE MANAGEMENT INCUtilities3.5K$795K1.9%+0.4%
UNP UNION PACIFIC CORPIndustrials3.1K$761K1.8%Held
AVGO BROADCOM INCTechnology2.4K$744K1.7%+0.2%
FCX FREEPORT-MCMORAN INCMaterials12.1K$710K1.7%+0.2%
OLN OLIN CORPMaterials23.7K$706K1.6%+57.4%
HD HOME DEPOT INCConsumer discretionary2.1K$694K1.6%+0.7%
V VISA INC-CLASS A SHARESServices media2.1K$643K1.5%+0.2%
EQT EQT CORPEnergy10.1K$640K1.5%+0.3%
FLEX FLEX LTDTechnology9.0K$589K1.4%Held
MSFT MICROSOFT CORPTechnology1.5K$558K1.3%+0.2%
BATRK ATLANTA BRAVES HOLDINGS IN-CServices media10.0K$427K1.0%Held
ISRG INTUITIVE SURGICAL INCHealthcare900$415K1.0%Held
GD GENERAL DYNAMICS CORPIndustrials1.2K$396K0.9%+0.3%
ILMN ILLUMINA INCHealthcare3.0K$370K0.9%Held
PLTR PALANTIR TECHNOLOGIES INC-ATechnology2.5K$366K0.9%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials750$359K0.8%Held
GS GOLDMAN SACHS GROUP INCFinancials406$343K0.8%+0.5%
DOW DOW INCMaterials7.5K$312K0.7%New
LYB LYONDELLBASELL INDU-CL AOther3.8K$306K0.7%New
CTRA COTERRA ENERGY INC7.5K$265K0.6%New
APH AMPHENOL CORP-CL ATechnology2.0K$254K0.6%+0.1%
SLB SLB LTDEnergy4.9K$250K0.6%New
MDB MONGODB INCTechnology1.0K$245K0.6%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 1, 202639$42.8M canonicalSEC ↗
Q4 202513F-HRFeb 9, 202635$27.9M canonicalSEC ↗