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Praxis Investment Management, Inc.
Chad Horning · Asset Manager · Multi-Strategy
Founded in 1994 and headquartered in Goshen, Indiana, Praxis Investment Management, Inc. is a leading faith-based, socially responsible investment manager and a subsidiary of Everence Financial. The firm specializes in stewardship investing, a philosophy that integrates Anabaptist faith values with financial decision-making to balance social and environmental impact with financial performance. Praxis offers a suite of investment products, including mutual funds, exchange-traded funds (ETFs), and money market accounts, which utilize values-based screening and quantitative optimization. Its strategies focus on global themes such as peace, justice, and environmental stewardship, serving a diverse client base of individuals, organizations, and congregations through a national team of professionals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.9% |
| YTD return | +10.2% |
| Sharpe ratio | 2.90 |
| Win rate | 50% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.praxisinvests.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.6% | +13.0% |
| AAPL | Apple Inc | 15.3% | +28.6% |
| GOOGL | Alphabet Inc Class A | 10.9% | +34.5% |
| MSFT | Microsoft Corporation | 9.8% | -1.9% |
| AMZN | Amazon.com Inc | 5.6% | +9.6% |
| AVGO | Broadcom Inc | 5.3% | +0.5% |
| META | Meta Platforms Inc. | 4.5% | -2.1% |
| JPM | JPMorgan Chase & Co | 3.7% | +12.1% |
| MU | Micron Technology Inc | 3.6% | +62.5% |
| LLY | Eli Lilly and Company | 3.5% | +27.4% |
| TSLA | Tesla Inc | 3.2% | -18.8% |
| AMD | Advanced Micro Devices Inc | 2.6% | +87.4% |
| JNJ | Johnson & Johnson | 2.3% | +36.2% |
| AMAT | Applied Materials Inc | 2.1% | +14.2% |
| V | Visa Inc. Class A | 2.0% | +7.3% |
| ABBV | AbbVie Inc | 2.0% | +6.2% |
| WMT | Walmart Inc. Common Stock | 1.9% | +2.7% |
| HD | The Home Depot Inc | 1.9% | -20.6% |
| TMO | Thermo Fisher Scientific Inc | 1.7% | +10.5% |
| COP | ConocoPhillips | 1.6% | -1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | AMD | 2.6% → 2.6% |
| Sep 7, 2026 | SELL | LLY | 4.0% → 3.5% |
| Sep 7, 2026 | BUY | ABBV | 2.1% → 2.0% |
| Sep 7, 2026 | SELL | MU | 3.5% → 3.6% |
| Sep 7, 2026 | SELL | AVGO | 5.5% → 5.3% |
Investment Style Analysis
Praxis Investment Management, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Praxis Investment Management, Inc. made a significant move by reducing the position in AMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s stewardship investing philosophy balances the productive use of financial resources with a commitment to the individuals, communities, and environments impacted by investment choices. Using its proprietary ImpactX framework, Praxis integrates seven core strategies: values-based screening, ESG integration, positive impact bonds, community development investing, company engagement, proxy voting, and advocacy. This comprehensive approach aims to deliver market-level returns while aligning portfolios with faith-driven core values such as respecting human dignity and practicing environmental stewardship.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Praxis Investment Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Praxis Investment Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Praxis Investment Management, Inc.'s largest holding?
As of the latest filing, Praxis Investment Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 16.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Praxis Investment Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +14.9% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 2.90, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Praxis Investment Management, Inc. primarily invest in?
Praxis Investment Management, Inc. has a strong preference for the Semiconductors sector, which makes up 28.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Praxis Investment Management, Inc.'s portfolio concentrated or diversified?
Praxis Investment Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Praxis Investment Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Praxis Investment Management, Inc. tracks a Year-to-Date (YTD) return of +10.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Chad Horning manage Praxis Investment Management, Inc. directly?
Yes, Chad Horning serves as the key portfolio manager for Praxis Investment Management, Inc., overseeing the investment strategy and final capital allocation decisions.