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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 16 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CLX CLOROX CO DEL Consumer Defensive 195.0 $19K 0.01% $95.44 +10.6%
302 RSP INVESCO EXCHANGE TRADED FD T 87.0 $19K 0.01% $212.77 +3.3%
303 BP BP PLC Energy 500.0 $18K 0.01% -200.0 -28.6% $36.95 +17.5%
304 NI NISOURCE INC Utilities 384.0 $18K 0.01% $47.55 -11.4%
305 NSC NORFOLK SOUTHN CORP Industrials 58.0 $18K 0.01% $314.60 +7.7%
306 TGT TARGET CORP Consumer Defensive 137.0 $18K 0.01% NEW $130.61 +16.8%
307 SYRE SPYRE THERAPEUTICS INC Healthcare 200.0 $18K 0.01% NEW $88.78 +21.4%
308 ITW ILLINOIS TOOL WKS INC Industrials 65.0 $18K 0.01% NEW $270.48 +5.2%
309 ENB ENBRIDGE INC Energy 320.0 $17K 0.01% NEW $54.21 -5.2%
310 WAB WABTEC Industrials 64.0 $17K 0.01% $269.86 +9.2%
311 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 1,218.0 $17K 0.01% $14.17 +1.6%
312 IGA VOYA GLBL ADV & PREM OPP FD Financial Services 1,740.0 $17K 0.01% $9.90 +5.2%
313 BKR BAKER HUGHES COMPANY Energy 306.0 $17K 0.01% NEW $55.44 +16.2%
314 PCAR PACCAR INC Industrials 140.0 $17K 0.01% NEW $120.12 +6.6%
315 IGSB ISHARES TR 320.0 $17K 0.01% $52.41 -0.5%
316 REXR REXFORD INDL RLTY INC Real Estate 500.0 $17K 0.01% $33.50 +10.6%
317 BEN FRANKLIN RESOURCES INC Financial Services 500.0 $17K 0.01% $33.27 +2.2%
318 RITM RITHM CAPITAL CORP Real Estate 1,749.0 $16K 0.01% +33.0 +1.9% $9.39 +8.6%
319 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 2,523.0 $16K 0.01% $6.24 -3.7%
320 BGT BLACKROCK FLOATING RATE INC Financial Services 1,457.0 $16K 0.01% +25.0 +1.8% $10.66 +2.6%
Page 16 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%