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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 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IDXX IDEXX LABORATORIES INC Healthcare 155.0 $87K 0.04% -48.0 -23.6% $561.89 +0.8%
102 FCX FREEPORT-MCMORAN INC Basic Materials 1,396.0 $82K 0.03% -550.0 -28.3% $58.78 +11.0%
103 MO ALTRIA GROUP INC Consumer Defensive 1,168.0 $77K 0.03% -547.0 -31.9% $65.99 +9.1%
104 COP CONOCOPHILLIPS Energy 573.0 $76K 0.03% -256.0 -30.9% $132.00 -13.0%
105 VZ VERIZON COMMUNICATIONS INC Communication Services 1,450.0 $73K 0.03% -870.0 -37.5% $50.20 -4.4%
106 T AT&T INC Communication Services 2,510.0 $73K 0.03% -1K -36.2% $28.99 -14.4%
107 A AGILENT TECHNOLOGIES INC Healthcare 618.0 $70K 0.03% -118.0 -16.0% $113.98 +19.9%
108 CSCO CISCO SYSTEMS INC Technology 898.0 $70K 0.03% -125.0 -12.2% $77.59 +53.7%
109 RMD RESMED INC Healthcare 306.0 $69K 0.03% -65.0 -17.5% $224.48 -9.2%
110 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 209.0 $67K 0.03% -103.0 -33.0% $320.55 -4.2%
111 ECL ECOLAB INC Basic Materials 244.0 $65K 0.03% -98.0 -28.6% $266.02 -1.1%
112 ABBV ABBVIE INC Healthcare 292.0 $64K 0.03% -85.0 -22.6% $217.49 +0.5%
113 VEEV VEEVA SYS INC CL A COM Healthcare 346.0 $61K 0.03% -80.0 -18.8% $175.66 -6.2%
114 AMAT APPLIED MATERIALS INC Technology 165.0 $56K 0.02% -39.0 -19.1% $341.79 +32.3%
115 NTRA NATERA INC COM Healthcare 272.0 $54K 0.02% -54.0 -16.6% $199.99 +3.7%
116 DXCM DEXCOM INC Healthcare 847.0 $53K 0.02% -159.0 -15.8% $62.80 +15.3%
117 CTVA CORTEVA INC COM Basic Materials 594.0 $50K 0.02% -245.0 -29.2% $83.71 -3.4%
118 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 852.0 $49K 0.02% -391.0 -31.5% $57.64 +8.1%
119 MRK MERCK & CO INC Healthcare 408.0 $49K 0.02% -119.0 -22.6% $120.29 -0.5%
120 INTC INTEL CORP Technology 1,087.0 $48K 0.02% -150.0 -12.1% $44.13 +175.4%
Page 6 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%