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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 18 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SUJA LIFE INC 1,200.0 $12K 0.01% NEW $10.16
342 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,570.0 $12K 0.01% -130.0 -7.7% $7.68 -20.2%
343 ARLP ALLIANCE RESOURCE PARTNERS L Energy 500.0 $12K 0.01% NEW $23.98 +8.7%
344 TLH ISHARES TR 117.0 $12K 0.01% $100.35 -2.7%
345 PML PIMCO MUN INCOME FD II Financial Services 1,533.0 $12K 0.01% $7.61 -3.2%
346 SBIO ALPS ETF TR 180.0 $12K 0.01% NEW $64.65 +9.5%
347 EMR EMERSON ELEC CO Industrials 81.0 $12K 0.01% NEW $143.15 +10.1%
348 RH RH Consumer Cyclical 70.0 $12K 0.01% NEW $164.73 +3.2%
349 BIDU BAIDU INC Communication Services 100.0 $11K 0.01% NEW $114.29 -18.7%
350 SII SPROTT INC Financial Services 100.0 $11K 0.01% NEW $112.35 +7.6%
351 AFG AMERICAN FINANCIAL GROUP INC Financial Services 80.0 $11K 0.01% NEW $139.94 +2.4%
352 TEL TE CONNECTIVITY PLC Technology 55.0 $11K 0.01% NEW $201.62 +1.0%
353 ETB EATON VANCE TAX MNGED BUY WR Financial Services 707.0 $11K 0.01% +108.0 +18.0% $15.53 +0.8%
354 AMTM AMENTUM HOLDINGS INC Industrials 530.0 $11K 0.01% NEW $20.67 +1.7%
355 PRU PRUDENTIAL FINL INC Financial Services 100.0 $11K 0.01% NEW $107.93 +13.2%
356 SU SUNCOR ENERGY INC NEW Energy 200.0 $11K 0.01% NEW $53.68 +25.7%
357 ERO ERO COPPER CORP Basic Materials 400.0 $11K 0.01% NEW $26.75 +27.4%
358 CACI CACI INTL INC Technology 23.0 $11K 0.01% $463.35 +43.0%
359 DGX QUEST DIAGNOSTICS INC Healthcare 50.0 $11K 0.01% $211.96 +14.1%
360 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 1,231.0 $11K 0.01% $8.56 -6.0%
Page 18 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%