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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 27 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OGI ORGANIGRAM GLOBAL INC Healthcare 31.0 $32.0 NEW $1.03 +17.2%
522 NEON NEONODE INC Technology 10.0 $9.0 NEW $0.90 -3.3%
523 ACTINIUM PHARMACEUTICALS INC 5.0 $5.0 NEW $1.00
524 CBDMD INC 7.0 $5.0 NEW $0.71
525 TVRD TVARDI THERAPEUTICS INC Healthcare 1.0 $2.0 NEW $2.00 -5.0%
526 TWAV TAOWEAVE INC Financial Services 2.0 $2.0 $1.00 +27.0%
527 MREO MEREO BIOPHARMA GROUP PLC Healthcare 1.0
528 BED BATH & BEYOND INC 1.0 NEW
Page 27 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%