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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 2 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MILLROSE PPTYS INC 1,000.0 $30K 0.02% NEW $30.05
22 VIKING HOLDINGS LTD 274.0 $29K 0.02% NEW $104.66
23 CARNIVAL CORP LTD 1,000.0 $29K 0.02% NEW $28.57
24 REET ISHARES TR 1,000.0 $28K 0.02% NEW $27.62 +1.4%
25 HPE HEWLETT PACKARD ENTERPRISE C Technology 500.0 $23K 0.01% NEW $45.11 +22.5%
26 OZK BANK OZK LITTLE ROCK ARK Financial Services 400.0 $21K 0.01% NEW $52.09 -2.2%
27 FTCS FIRST TR EXCHANGE-TRADED FD 210.0 $20K 0.01% NEW $93.92 +7.9%
28 RGTI RIGETTI COMPUTING INC Technology 1,000.0 $19K 0.01% NEW $19.32 -7.8%
29 TGT TARGET CORP Consumer Defensive 137.0 $18K 0.01% NEW $130.61 +17.0%
30 SYRE SPYRE THERAPEUTICS INC Healthcare 200.0 $18K 0.01% NEW $88.78 +20.8%
31 ITW ILLINOIS TOOL WKS INC Industrials 65.0 $18K 0.01% NEW $270.48 +5.6%
32 ENB ENBRIDGE INC Energy 320.0 $17K 0.01% NEW $54.21 -5.4%
33 BKR BAKER HUGHES COMPANY Energy 306.0 $17K 0.01% NEW $55.44 +16.1%
34 PCAR PACCAR INC Industrials 140.0 $17K 0.01% NEW $120.12 +6.9%
35 TFC TRUIST FINL CORP Financial Services 300.0 $15K 0.01% NEW $49.82 +4.9%
36 ADBE ADOBE INC Technology 69.0 $14K 0.01% NEW $205.01 +28.9%
37 LH LABCORP HOLDINGS INC Healthcare 50.0 $14K 0.01% NEW $280.00 +16.9%
38 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 3,111.0 $14K 0.01% NEW $4.40 +1.4%
39 CG CARLYLE GROUP INC Financial Services 300.0 $13K 0.01% NEW $42.11 +14.6%
40 XEL XCEL ENERGY INC Utilities 157.0 $13K 0.01% NEW $80.30 -0.5%
Page 2 of 8  ·  158 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%