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Portfolio (Quarterly) Guide ↗

Axiom Investment Management LLC

· CIK 0001513703
13F Portfolio $150M AUM 4,311 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 158 New 92 Added 79 Reduced 16 Exited
Page 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USB US BANCORP Financial Services 1,283.0 $78K 0.05% +93.0 +7.8% $60.42 +6.7%
62 CRK COMSTOCK RES INC Energy 4,989.0 $74K 0.05% +2K +67.5% $14.92 -8.3%
63 MET METLIFE INC Financial Services 859.0 $73K 0.05% +259.0 +43.2% $84.61 +15.1%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 243.0 $68K 0.05% +93.0 +62.0% $281.22 -17.7%
65 PAVE GLOBAL X FDS 1,056.0 $62K 0.04% +500.0 +89.9% $58.92 -2.6%
66 EATON VANCE TAX-MANAGED BUY- 3,771.0 $56K 0.04% +100.0 +2.7% $14.88
67 PGR PROGRESSIVE CORP Financial Services 244.0 $53K 0.04% +87.0 +55.4% $218.24 -5.0%
68 DE DEERE & CO Industrials 83.0 $53K 0.04% +1.0 +1.2% $634.80 -6.3%
69 ACN ACCENTURE PLC IRELAND Technology 410.0 $51K 0.03% +48.0 +13.3% $124.44 +38.8%
70 ORI OLD REP INTL CORP Financial Services 1,141.0 $47K 0.03% +541.0 +90.2% $40.92 +4.6%
71 DNP DNP SELECT INCOME FD INC Financial Services 4,270.0 $46K 0.03% +2K +73.9% $10.79 +1.6%
72 NEE NEXTERA ENERGY INC Utilities 485.0 $43K 0.03% +142.0 +41.4% $87.77 -1.2%
73 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 3,426.0 $41K 0.03% +53.0 +1.6% $12.11 +3.0%
74 BHK BLACKROCK CORE BD TR Financial Services 3,848.0 $35K 0.02% +22.0 +0.6% $9.17 -2.2%
75 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 6,400.0 $35K 0.02% +500.0 +8.5% $5.45 -10.6%
76 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 985.0 $35K 0.02% +250.0 +34.0% $35.22 +2.5%
77 AJG GALLAGHER ARTHUR J & CO Financial Services 146.0 $34K 0.02% +19.0 +15.0% $229.66 +9.8%
78 NUVEEN CR STRATEGIES INCOME 5,909.0 $29K 0.02% +2K +38.2% $4.86
79 ETG EATON VANCE TX ADV GLBL DIV Financial Services 1,217.0 $29K 0.02% +106.0 +9.5% $23.55 +1.9%
80 AVK ADVENT CONV & INCOME FD Financial Services 2,016.0 $26K 0.02% +96.0 +5.0% $13.10 -2.9%
Page 4 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 19.9%
Industrials 18.9%
Healthcare 12.3%
Communication Services 4.5%
Consumer Cyclical 4.2%
Energy 4.1%
Basic Materials 3.8%
Utilities 2.4%
Consumer Defensive 2.3%