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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PRQR PROQR THRAPEUTICS N V Healthcare 31,000.0 $58K 0.04% -2K -6.1% $1.86 +4.0%
62 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $51K 0.03% -2K -94.5% $509.32 +15.7%
63 ODFL OLD DOMINION FREIGHT LINE IN Industrials 219.0 $47K 0.03% -102.0 -31.8% $216.86 -3.7%
64 NWN NORTHWEST NAT HLDG CO Utilities 959.0 $47K 0.03% -370.0 -27.8% $49.06 +4.4%
65 JFR NUVEEN FLOATING RATE INCOME Financial Services 5,931.0 $45K 0.03% -422.0 -6.6% $7.67 -0.3%
66 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 4,106.0 $39K 0.03% -415.0 -9.2% $9.57 +2.4%
67 PUTNAM ETF TRUST 3,505.0 $28K 0.02% -231.0 -6.2% $7.97
68 ZTS ZOETIS INC Healthcare 317.0 $23K 0.01% -518.0 -62.0% $71.86 +2.5%
69 NKE NIKE INC Consumer Cyclical 555.0 $23K 0.01% -778.0 -58.4% $41.03 -2.3%
70 MDT MEDTRONIC PLC Healthcare 263.0 $21K 0.01% -584.0 -69.0% $78.23 +18.3%
71 BP BP PLC Energy 500.0 $18K 0.01% -200.0 -28.6% $36.95 +17.4%
72 TLT ISHARES TR 170.0 $15K 0.01% -200.0 -54.0% $86.42 -5.7%
73 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,570.0 $12K 0.01% -130.0 -7.7% $7.68 -20.0%
74 BTZ BLACKROCK CR ALLOCATION Financial Services 999.0 $10K 0.01% -173.0 -14.8% $10.22 +0.1%
75 EVV EATON VANCE LIMITED DURATION Financial Services 1,017.0 $10K 0.01% -904.0 -47.1% $9.37 -2.4%
76 URNM SPROTT FDS TR 150.0 $8K 0.01% -100.0 -40.0% $52.59 +1.7%
77 XLI SELECT SECTOR SPDR TR 42.0 $8K 0.01% -100.0 -70.4% $183.95 +0.0%
78 BOE BLACKROCK ENHANCED GLOBAL Financial Services 516.0 $6K 0.00% -474.0 -47.9% $12.09 +2.7%
79 XLB SELECT SECTOR SPDR TR 15.0 $786.0 0.00% -200.0 -93.0% $52.40 -1.0%
Page 4 of 4  ·  79 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%