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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 9 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XBI SPDR SERIES TRUST 604.0 $96K 0.06% +400.0 +196.1% $158.25 +1.2%
162 CB CHUBB LIMITED Financial Services 280.0 $96K 0.06% $341.31 +1.2%
163 TROW PRICE T ROWE GROUP INC Financial Services 840.0 $96K 0.06% $113.69 -3.0%
164 RELX RELX PLC Communication Services 3,003.0 $95K 0.06% $31.67 +9.0%
165 WTRG ESSENTIAL UTILS INC Utilities 2,436.0 $93K 0.06% $38.31 +5.3%
166 PLD PROLOGIS INC. Real Estate 678.0 $92K 0.06% $135.47 +3.4%
167 YPF YPF SOCIEDAD ANONIMA Energy 2,000.0 $91K 0.06% NEW $45.47 +11.5%
168 IVV ISHARES TR 119.0 $89K 0.06% $748.89 +2.9%
169 LAZ LAZARD INC Financial Services 2,100.0 $88K 0.06% $41.94 +5.1%
170 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 875.0 $88K 0.06% +81.0 +10.2% $100.07 +7.4%
171 RF REGIONS FINANCIAL CORP NEW Financial Services 2,867.0 $87K 0.06% +567.0 +24.6% $30.20 +5.0%
172 CBRE CBRE GROUP INC Real Estate 629.0 $85K 0.06% +150.0 +31.3% $134.69 +9.4%
173 CRSP CRISPR THERAPEUTICS AG Healthcare 1,520.0 $83K 0.06% NEW $54.54 -2.9%
174 SHY ISHARES TR 1,001.0 $82K 0.06% $82.11 -0.1%
175 EEM ISHARES TR 1,200.0 $82K 0.06% -300.0 -20.0% $68.41 -4.5%
176 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 2,720.0 $82K 0.06% -189.0 -6.5% $30.13 +1.6%
177 IQVIA HLDGS INC 404.0 $78K 0.05% -408.0 -50.2% $193.22
178 USB US BANCORP Financial Services 1,283.0 $78K 0.05% +93.0 +7.8% $60.42 +7.2%
179 IBB ISHARES TR 400.0 $76K 0.05% NEW $190.19 +7.0%
180 CII BLACKROCK ENHANCED LARGE CAP Financial Services 2,904.0 $76K 0.05% -94.0 -3.1% $26.16 -5.8%
Page 9 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%