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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 19 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 1,675.0 $10K 0.01% +962.0 +134.9% $6.14 +7.7%
362 BTZ BLACKROCK CR ALLOCATION Financial Services 999.0 $10K 0.01% -173.0 -14.8% $10.22 +1.0%
363 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 123.0 $10K 0.01% NEW $81.16 -7.2%
364 EVV EATON VANCE LIMITED DURATION Financial Services 1,017.0 $10K 0.01% -904.0 -47.1% $9.37 -2.9%
365 CL COLGATE PALMOLIVE CO Consumer Defensive 100.0 $9K 0.01% $91.68 -0.9%
366 MUX MCEWEN INC. Basic Materials 500.0 $9K 0.01% $18.13 +11.5%
367 ROK ROCKWELL AUTOMATION INC Industrials 18.0 $9K 0.01% $495.11 -12.5%
368 VGK VANGUARD INTL EQUITY INDEX F 100.0 $9K 0.01% $88.54 +4.2%
369 USIG ISHARES TR 168.0 $9K 0.01% $51.29 -1.7%
370 VIRTUS DIVIDEND INTEREST & P 567.0 $9K 0.01% +148.0 +35.3% $15.18
371 EATON VANCE TAX-MANAGED GLOB 884.0 $9K 0.01% +651.0 +279.4% $9.64
372 URNM SPROTT FDS TR 150.0 $8K 0.01% -100.0 -40.0% $52.59 +5.6%
373 EOG EOG RES INC Energy 60.0 $8K 0.01% NEW $129.73 +15.2%
374 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 170.0 $8K 0.01% $45.52 +16.4%
375 XLI SELECT SECTOR SPDR TR 42.0 $8K 0.01% -100.0 -70.4% $183.95 -1.1%
376 PDD PDD HOLDINGS INC Consumer Cyclical 100.0 $8K 0.01% NEW $76.28 +18.2%
377 BBY BEST BUY INC Consumer Cyclical 100.0 $8K 0.01% NEW $75.88 +17.6%
378 FLOT ISHARES TR 145.0 $7K 0.01% $51.05 -0.2%
379 CYTOMED THERAPEUTICS LIMITED 7,032.0 $7K 0.01% NEW $1.03
380 IEP ICAHN ENTERPRISES LP Industrials 1,000.0 $7K 0.01% NEW $7.21 -7.8%
Page 19 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%