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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 20 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KHC KRAFT HEINZ CO Consumer Defensive 300.0 $7K 0.01% $23.62 +8.0%
382 GS GOLDMAN SACHS GROUP INC Financial Services 7.0 $7K 0.01% $1011.43 -0.4%
383 JMUB J P MORGAN EXCHANGE TRADED F 132.0 $7K 0.00% $50.65 -2.0%
384 IJR ISHARES TR 45.0 $7K 0.00% $148.31 -1.2%
385 AGZ ISHARES TR 60.0 $7K 0.00% $109.28 -0.5%
386 PLTR PALANTIR TECHNOLOGIES INC Technology 55.0 $6K 0.00% $116.67 +50.3%
387 IGIB ISHARES TR 120.0 $6K 0.00% $53.17 -1.8%
388 BOE BLACKROCK ENHANCED GLOBAL Financial Services 516.0 $6K 0.00% -474.0 -47.9% $12.09 +1.9%
389 IEF ISHARES TR 65.0 $6K 0.00% $94.57 -1.7%
390 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 513.0 $6K 0.00% $11.84 +0.1%
391 PPG PPG INDS INC Basic Materials 50.0 $6K 0.00% NEW $121.30 -6.8%
392 UDR UDR INC Real Estate 150.0 $6K 0.00% NEW $39.92 -4.9%
393 MBB ISHARES TR 60.0 $6K 0.00% $94.52 -1.4%
394 PUTNAM ETF TRUST 614.0 $5K 0.00% $8.85
395 PLUG PLUG PWR INC Industrials 2,000.0 $5K 0.00% NEW $2.71 -20.5%
396 KYNB KYNTRA BIO INC Healthcare 704.0 $5K 0.00% $7.55 -6.0%
397 CORE SCIENTIFIC INC NEW 212.0 $5K 0.00% $24.91
398 BRW SABA CAPITAL INCOME & OPRNT Financial Services 797.0 $5K 0.00% $6.57 -2.2%
399 NEWT NEWTEKONE INC Financial Services 348.0 $5K 0.00% $14.81 -16.4%
400 CARR CARRIER GLOBAL CORPORATION Industrials 70.0 $5K 0.00% NEW $73.36 -17.3%
Page 20 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%