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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 23 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DHF BNY MELLON HIGH YIELD STRATE Financial Services 854.0 $2K 0.00% $2.42 -1.7%
442 MKL MARKEL GROUP INC Financial Services 1.0 $2K 0.00% NEW $1953.00 -8.1%
443 AEF ABRDN EMERGING MARKETS EX CH Financial Services 202.0 $2K 0.00% NEW $9.61 -4.2%
444 J P MORGAN EXCHANGE TRADED F 36.0 $2K 0.00% NEW $50.19
445 HUN HUNTSMAN CORP Basic Materials 165.0 $2K 0.00% NEW $10.62 -4.1%
446 CRL CHARLES RIV LABS INTL INC Healthcare 7.0 $2K 0.00% NEW $226.86 +27.8%
447 RKT ROCKET COS INC Financial Services 100.0 $2K 0.00% NEW $15.75 -7.1%
448 DOO BRP INC Consumer Cyclical 25.0 $2K 0.00% NEW $61.04 +11.7%
449 RGR STURM RUGER & CO INC Industrials 40.0 $2K 0.00% NEW $37.85 +0.9%
450 PRTA PROTHENA CORP PLC Healthcare 146.0 $1K 0.00% NEW $9.79 -5.2%
451 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3.0 $1K 0.00% NEW $459.00 +16.2%
452 SGMO SANGAMO THERAPEUTICS INC Healthcare 25,375.0 $1K 0.00% $0.05 +37.1%
453 EWD ISHARES INC 25.0 $1K 0.00% $50.00 +5.8%
454 TLN TALEN ENERGY CORP Utilities 3.0 $1K 0.00% $384.33 -16.1%
455 STM STMICROELECTRONICS N V Technology 15.0 $1K 0.00% NEW $74.87 -32.7%
456 VST VISTRA CORP Utilities 7.0 $1K 0.00% $158.57 -10.0%
457 EWS ISHARES INC 35.0 $1K 0.00% $29.60 +13.9%
458 WMG WARNER MUSIC GROUP CORP Communication Services 38.0 $1K 0.00% $27.08 +0.5%
459 RKLB ROCKET LAB CORP Industrials 10.0 $1K 0.00% NEW $101.70 -25.4%
460 GPN GLOBAL PMTS INC Industrials 14.0 $1K 0.00% NEW $72.57 +26.4%
Page 23 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%