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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 25 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KOD KODIAK SCIENCES INC Healthcare 10.0 $390.0 NEW $39.00 +4.2%
482 APLD APPLIED DIGITAL CORP Technology 10.0 $373.0 NEW $37.30 -23.6%
483 BHC BAUSCH HEALTH COS INC Healthcare 74.0 $365.0 $4.93 +40.5%
484 PRGO PERRIGO CO PLC Healthcare 35.0 $364.0 NEW $10.40 +24.7%
485 CNX CNX RES CORP Energy 10.0 $339.0 NEW $33.90 +4.3%
486 LMND LEMONADE INC Financial Services 5.0 $325.0 NEW $65.00 -22.9%
487 OPCH OPTION CARE HEALTH INC Healthcare 15.0 $315.0 NEW $21.00 +11.5%
488 TEMA ETF TRUST 10.0 $304.0 NEW $30.40
489 IPX IPERIONX LTD Basic Materials 10.0 $297.0 NEW $29.70 -25.1%
490 VCYT VERACYTE INC Healthcare 5.0 $294.0 NEW $58.80 -30.8%
491 CTVA CORTEVA INC Basic Materials 3.0 $254.0 NEW $84.67 -8.0%
492 PSIL ADVISORSHARES TR 10.0 $241.0 NEW $24.10 +8.7%
493 QBTS D-WAVE QUANTUM INC Technology 10.0 $240.0 NEW $24.00 -18.6%
494 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 13.0 $226.0 NEW $17.38 +9.2%
495 FCEL FUELCELL ENERGY INC Industrials 6.0 $216.0 NEW $36.00 -39.7%
496 NEWSMAX INC 25.0 $207.0 NEW $8.28
497 MJ AMPLIFY ETF TR 8.0 $206.0 NEW $25.75 -2.9%
498 DIGINEX LTD 125.0 $185.0 NEW $1.48
499 Q QNITY ELECTRONICS INC Technology 1.0 $163.0 NEW $163.00 -18.1%
500 ODDITY TECH LTD 10.0 $151.0 NEW $15.10
Page 25 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%