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Portfolio (Quarterly) Guide ↗

AXS Investments LLC

· CIK 0001801467
13F Portfolio $248M AUM 190 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 11 New 14 Added 147 Reduced
Page 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COIN COINBASE GLOBAL INC COM CL A Financial Services 2,735.0 $478K 0.19% -421.0 -13.3% $174.61 +3.6%
62 RTX RTX CORP Industrials 2,433.0 $469K 0.19% -348.0 -12.5% $192.90 -6.8%
63 ROP ROPER TECHNOLOGIES Industrials 1,309.0 $463K 0.19% -181.0 -12.2% $353.86 -9.5%
64 RBLX ROBLOX CORP CL A Technology 7,850.0 $444K 0.18% -1K -12.1% $56.56 -16.8%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 896.0 $440K 0.18% -179.0 -16.6% $491.53 -0.6%
66 MSTR STRATEGY INC Technology 3,415.0 $426K 0.17% -460.0 -11.9% $124.80 +22.7%
67 TTWO TAKE-TWO INTERACTIVE SOFTWRE Communication Services 2,081.0 $411K 0.17% -260.0 -11.1% $197.50 +10.4%
68 WMT WALMART INC Consumer Defensive 3,263.0 $406K 0.16% -2K -31.8% $124.28 -4.9%
69 ABT ABBOTT LABORATORIES Healthcare 3,863.0 $397K 0.16% -764.0 -16.5% $102.67 -16.1%
70 CPRT COPART INC COM Industrials 11,752.0 $390K 0.16% -1K -11.2% $33.20 -0.9%
71 XOM EXXON MOBIL CORP Energy 1,957.0 $332K 0.13% -872.0 -30.8% $169.66 -13.3%
72 WDAY WORKDAY INC CL A Technology 2,551.0 $331K 0.13% -489.0 -16.1% $129.92 -0.3%
73 BA BOEING CO COM Industrials 1,564.0 $311K 0.13% -223.0 -12.5% $199.03 +14.9%
74 DHR DANAHER CORP Healthcare 1,608.0 $305K 0.12% -318.0 -16.5% $189.60 -4.9%
75 HON HONEYWELL INTERNATIONAL INC Industrials 1,305.0 $295K 0.12% -179.0 -12.1% $226.03 +2.9%
76 UNP UNION PACIFIC CORP Industrials 1,212.0 $294K 0.12% -174.0 -12.6% $242.62 +10.7%
77 BAC BANK OF AMERICA Financial Services 5,760.0 $281K 0.11% -387.0 -6.3% $48.75 +4.1%
78 SPGI S&P GLOBAL INC Financial Services 624.0 $265K 0.11% -90.0 -12.6% $425.34 -1.5%
79 HCA HCA HEALTHCARE INC Healthcare 536.0 $254K 0.10% -145.0 -21.3% $473.24 -18.9%
80 MDT MEDTRONIC PLC Healthcare 2,876.0 $249K 0.10% -534.0 -15.7% $86.65 -12.9%
Page 4 of 8  ·  147 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
Financial Services 44.3%
Technology 30.8%
Communication Services 8.9%
Industrials 5.8%
Healthcare 5.2%
Consumer Cyclical 3.2%
Energy 0.8%
Consumer Defensive 0.7%
Basic Materials 0.4%
Utilities 0.0%