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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 22 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IAU ISHARES GOLD TR Financial Services 47.0 $4K 0.00% $75.51 +11.8%
422 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 230.0 $3K 0.00% NEW $15.08 -19.4%
423 GBX GREENBRIER COS INC Industrials 70.0 $3K 0.00% NEW $49.01 -7.9%
424 TGTX TG THERAPEUTICS INC Healthcare 62.0 $3K 0.00% $54.94 -4.9%
425 SPACE EXPLORATION TECHN CORP 19.0 $3K 0.00% NEW $170.89
426 RHI ROBERT HALF INC. Industrials 100.0 $3K 0.00% NEW $30.70 +44.0%
427 TER TERADYNE INC Technology 6.0 $3K 0.00% NEW $483.83 -21.1%
428 PDI PIMCO DYNAMIC INCOME FD Financial Services 163.0 $3K 0.00% $16.70 -9.5%
429 CORZ CORE SCIENTIFIC INC NEW Technology 106.0 $3K 0.00% $25.58 -27.7%
430 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 10.0 $3K 0.00% NEW $263.30 +35.3%
431 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 770.0 $3K 0.00% $3.36 +19.1%
432 OTIS OTIS WORLDWIDE CORP Industrials 35.0 $3K 0.00% NEW $71.60 -0.1%
433 KWEB KRANESHARES TRUST 100.0 $2K 0.00% NEW $24.47 +8.1%
434 CAPITAL CLEAN ENERGY CARRIER 113.0 $2K 0.00% NEW $21.35
435 COMT ISHARES U S ETF TR 79.0 $2K 0.00% $30.37 +14.3%
436 BBBY BED BATH & BEYOND INC Consumer Cyclical 408.0 $2K 0.00% +398.0 +3980.0% $5.79 -24.9%
437 AA ALCOA CORP Basic Materials 45.0 $2K 0.00% $52.13 -6.0%
438 AVY AVERY DENNISON CORP Industrials 14.0 $2K 0.00% NEW $162.36 +12.0%
439 ANNALY CAPITAL MANAGEMENT IN 100.0 $2K 0.00% NEW $22.36
440 PENN PENN ENTERTAINMENT INC Consumer Cyclical 100.0 $2K 0.00% NEW $21.36 -13.6%
Page 22 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%