Praxis Investment Management, Inc.
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 1
- Avg AUM / client
- $3.3B
- Accounts
- 10
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Investments (13F portfolio — 789 positions, $1,640,215)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp | EQTY | $86,685 | 497,045 | 5.29% | 0.0% |
| 2 | Apple Inc | EQTY | $84,514 | 333,008 | 5.15% | 0.0% |
| 3 | Praxis Impact Bond I | EQTY | $82,185 | 8,687,611 | 5.01% | 0.0% |
| 4 | Microsoft Corp | EQTY | $50,335 | 135,978 | 3.07% | 0.0% |
| 5 | Praxis Intl Index I | EQTY | $50,294 | 3,093,107 | 3.07% | 0.0% |
| 6 | Praxis Growth Index I | EQTY | $44,060 | 877,874 | 2.69% | 0.0% |
| 7 | Praxis Val Indi | EQTY | $43,273 | 2,165,804 | 2.64% | 0.0% |
| 8 | Alphabet Inca | EQTY | $35,784 | 124,440 | 2.18% | 0.0% |
| 9 | Broadcom Inc | EQTY | $31,854 | 102,919 | 1.94% | 0.0% |
| 10 | Amazoncom Inc | EQTY | $31,451 | 151,010 | 1.92% | 0.0% |
| 11 | Meta Platformsa | EQTY | $29,333 | 51,270 | 1.79% | 0.0% |
| 12 | Praxis Small Cap Index I | EQTY | $29,256 | 2,452,338 | 1.78% | 0.0% |
| 13 | Alphabet Incc | EQTY | $28,867 | 100,630 | 1.76% | 0.0% |
| 14 | Tesla Inc | EQTY | $23,708 | 63,773 | 1.45% | 0.0% |
| 15 | Jpmorgan Chase | EQTY | $21,081 | 71,665 | 1.29% | 0.0% |
| 16 | Eli Lilly And Co | EQTY | $19,692 | 21,410 | 1.2% | 0.0% |
| 17 | Walmart Inc | EQTY | $15,144 | 121,850 | 0.92% | 0.0% |
| 18 | Johnso Nand Johnson | EQTY | $13,675 | 55,943 | 0.83% | 0.0% |
| 19 | Home Depot Inc | EQTY | $12,225 | 37,169 | 0.75% | 0.0% |
| 20 | Visa Incclass A | EQTY | $11,917 | 39,428 | 0.73% | 0.0% |
| 21 | Abbvie Inc | EQTY | $11,564 | 53,171 | 0.71% | 0.0% |
| 22 | Procter And Gamble | EQTY | $10,978 | 76,006 | 0.67% | 0.0% |
| 23 | Applied Material | EQTY | $10,894 | 31,873 | 0.66% | 0.0% |
| 24 | Netflix Inc | EQTY | $10,393 | 108,094 | 0.63% | 0.0% |
| 25 | Conocophillips | EQTY | $9,527 | 72,175 | 0.58% | 0.0% |
Top 25 of 789 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $3.3B | 100.0% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Diller, Rodney, D | Vice President/Director | Jun 2008 (18y) | Less than 5% | |
| Horning, Chad, Michael | Asst Secretary/Director | Jan 2014 (13y) | Less than 5% | |
| Hochstetler, Kenneth, Dean | President/Director | Sep 2014 (12y) | Less than 5% | |
| Kubicki, Brian, Michael | Asst Secretary/Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Gingerich, Fredrick, J | Treasurer/Cfo/Director | Jun 2022 (4y) | Less than 5% | |
| Hochstedler, Rex, Allen | Asst Vice President | Jun 2022 (4y) | Less than 5% | |
| Katherine Joy Glick Miller | Asst Secretary | Jun 2022 (4y) | Less than 5% | |
| Martin, John | Asst Treasurer | Jun 2022 (4y) | Less than 5% | |
| Miller, Brian, S | Asst Vice President | Jun 2022 (4y) | Less than 5% | |
| Shenk, Aaron, Michael | Assistant Treasurer | Apr 2023 (3y) | Less than 5% | |
| Benjamin Jon Bailey | Registered representative | CFA | Mar 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Everence Holdings, Inc. | Owner | Jan 2009 | A | 75% or more |
| Everence Association, Inc. | Owner | Jan 2009 | B | ≈ 56.25% – 100% via Everence Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Everence Association, Inc.: 75% – 100% of Everence Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗