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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 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER & GAMBLE CO /THE Consumer Defensive 1,629.0 $235K 0.10% -760.0 -31.8% $144.44 +1.2%
82 LIN LINDE PLC COM Basic Materials 451.0 $224K 0.09% -184.0 -29.0% $495.76 +1.1%
83 KO COCA-COLA CO/THE Consumer Defensive 2,888.0 $220K 0.09% -1K -31.9% $76.05 +5.8%
84 WFC WELLS FARGO & COMPANY Financial Services 2,580.0 $205K 0.08% -143.0 -5.2% $79.61 -4.2%
85 CVX CHEVRON CORP Energy 952.0 $197K 0.08% -423.0 -30.8% $206.90 -11.7%
86 GS GOLDMAN SACHS GROUP INC Financial Services 227.0 $192K 0.08% -45.0 -16.5% $845.99 +18.6%
87 CVS CVS HEALTH CORP Healthcare 2,650.0 $190K 0.08% -524.0 -16.5% $71.82 +28.7%
88 MS MORGAN STANLEY COM NEW Financial Services 1,038.0 $171K 0.07% -63.0 -5.7% $164.57 +23.6%
89 C CITIGROUP INC Financial Services 1,489.0 $169K 0.07% -94.0 -5.9% $113.41 +9.4%
90 CI CIGNA GROUP/THE Healthcare 627.0 $167K 0.07% -124.0 -16.5% $266.75 +7.2%
91 PM PHILIP MORRIS INTL INC Consumer Defensive 981.0 $162K 0.07% -458.0 -31.8% $165.34 +8.7%
92 PEP PEPSICO INC Consumer Defensive 953.0 $148K 0.06% -444.0 -31.8% $155.29 -6.2%
93 ELV ELEVANCE HEALTH INC Healthcare 500.0 $146K 0.06% -99.0 -16.5% $292.75 +32.5%
94 AXP AMERICAN EXPRESS CO Financial Services 457.0 $138K 0.06% -44.0 -8.8% $302.48 +3.4%
95 CENCORA INC 415.0 $130K 0.05% -82.0 -16.5% $314.14
96 LLY ELI LILLY & CO Healthcare 141.0 $130K 0.05% -40.0 -22.1% $919.77 +22.4%
97 NEM NEWMONT CORP Basic Materials 962.0 $104K 0.04% -379.0 -28.3% $108.25 +0.1%
98 EW EDWARDS LIFESCIENCES CORP Healthcare 1,283.0 $103K 0.04% -241.0 -15.8% $80.08 +8.8%
99 JNJ JOHNSON & JOHNSON Healthcare 397.0 $97K 0.04% -117.0 -22.8% $244.44 -5.5%
100 BDX BECTON DICKINSON & CO Healthcare 590.0 $93K 0.04% -109.0 -15.6% $157.23 -6.5%
Page 5 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%