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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 7 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMND LEMONADE INC Financial Services 5.0 $325.0 NEW $65.00 -22.1%
122 OPCH OPTION CARE HEALTH INC Healthcare 15.0 $315.0 NEW $21.00 +11.7%
123 TEMA ETF TRUST 10.0 $304.0 NEW $30.40
124 IPX IPERIONX LTD Basic Materials 10.0 $297.0 NEW $29.70 -27.0%
125 VCYT VERACYTE INC Healthcare 5.0 $294.0 NEW $58.80 -29.5%
126 CTVA CORTEVA INC Basic Materials 3.0 $254.0 NEW $84.67 -6.7%
127 PSIL ADVISORSHARES TR 10.0 $241.0 NEW $24.10 +9.3%
128 QBTS D-WAVE QUANTUM INC Technology 10.0 $240.0 NEW $24.00 -19.1%
129 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 13.0 $226.0 NEW $17.38 +12.8%
130 FCEL FUELCELL ENERGY INC Industrials 6.0 $216.0 NEW $36.00 -43.6%
131 NEWSMAX INC 25.0 $207.0 NEW $8.28
132 MJ AMPLIFY ETF TR 8.0 $206.0 NEW $25.75 -2.4%
133 DIGINEX LTD 125.0 $185.0 NEW $1.48
134 Q QNITY ELECTRONICS INC Technology 1.0 $163.0 NEW $163.00 -19.3%
135 ODDITY TECH LTD 10.0 $151.0 NEW $15.10
136 ONCY ONCOLYTICS BIOTECH INC Healthcare 150.0 $142.0 NEW $0.95 -9.3%
137 SLI STANDARD LITHIUM CORP Basic Materials 50.0 $138.0 NEW $2.76 -16.5%
138 DUPONT DE NEMOURS INC 1.0 $136.0 NEW $136.00
139 INNOVATE CORP 7.0 $131.0 NEW $18.71
140 OLMA OLEMA PHARMACEUTICALS INC Healthcare 10.0 $125.0 NEW $12.50 -12.1%
Page 7 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%