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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 14 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VIKING HOLDINGS LTD 274.0 $29K 0.02% NEW $104.66
262 ETG EATON VANCE TX ADV GLBL DIV Financial Services 1,217.0 $29K 0.02% +106.0 +9.5% $23.55 +1.6%
263 CARNIVAL CORP LTD 1,000.0 $29K 0.02% NEW $28.57
264 CMI CUMMINS INC Industrials 40.0 $29K 0.02% $713.20 -13.0%
265 PUTNAM ETF TRUST 3,505.0 $28K 0.02% -231.0 -6.2% $7.97
266 REET ISHARES TR 1,000.0 $28K 0.02% NEW $27.62 +0.9%
267 AVK ADVENT CONV & INCOME FD Financial Services 2,016.0 $26K 0.02% +96.0 +5.0% $13.10 -2.6%
268 EATON VANCE TAX-ADVANTAGED G 833.0 $26K 0.02% +106.0 +14.6% $30.88
269 PUTNAM ETF TRUST 3,218.0 $26K 0.02% $7.93
270 EXC EXELON CORP Utilities 547.0 $26K 0.02% $46.62 -2.8%
271 PSX PHILLIPS 66 Energy 150.0 $25K 0.02% $169.05 +44.0%
272 MCN XAI MADISON EQUITY PREMIUM I Financial Services 4,502.0 $25K 0.02% +163.0 +3.8% $5.52 +1.8%
273 FE FIRSTENERGY CORP Utilities 517.0 $25K 0.02% $47.54 -0.6%
274 CNQ CANADIAN NAT RES LTD MED TER Energy 600.0 $24K 0.02% $39.50 +25.5%
275 KR KROGER CO Consumer Defensive 423.0 $23K 0.02% $55.53 +1.5%
276 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 919.0 $23K 0.02% $25.49 +0.1%
277 NOW SERVICENOW INC Technology 233.0 $23K 0.01% $99.28 +20.4%
278 STRA STRATEGIC ED INC Consumer Defensive 300.0 $23K 0.01% $76.62 +7.0%
279 ZTS ZOETIS INC Healthcare 317.0 $23K 0.01% -518.0 -62.0% $71.86 +2.9%
280 NKE NIKE INC Consumer Cyclical 555.0 $23K 0.01% -778.0 -58.4% $41.03 -2.4%
Page 14 of 27  ·  528 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%