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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 2 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SRLN STATE STREET BLACKST SENIOR LOAN ETF 60,287.0 $2.4M 0.98% +22K +58.2% $40.14 +1.1%
22 AGZD WISDOMTREE TR INTRST RATE HDGE 107,225.0 $2.4M 0.98% +37K +52.3% $22.55 +0.3%
23 VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 30,449.0 $2.4M 0.97% +11K +54.4% $79.27 -0.2%
24 VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 51,370.0 $2.4M 0.97% +18K +54.2% $46.95 -0.3%
25 VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS 41,147.0 $2.4M 0.97% +14K +53.6% $58.54 -0.4%
26 VTIP VANGUARD MALVERN FDS STRM INFPROIDX 48,191.0 $2.4M 0.97% +17K +53.1% $49.95 +0.9%
27 SHV ISHARES 0-1 YEAR TREASURY BOND ETF 21,803.0 $2.4M 0.97% +12K +111.7% $110.39 -0.0%
28 AMLP ALPS ETF TR ALERIAN MLP 45,187.0 $2.4M 0.96% +12K +35.6% $52.64 -0.1%
29 PANW PALO ALTO NETWORKS I COM Technology 14,285.0 $2.3M 0.93% +1K +8.4% $160.32 +59.7%
30 TSLA TESLA INC Consumer Cyclical 6,126.0 $2.3M 0.92% -658.0 -9.7% $371.75 +18.8%
31 CRM SALESFORCE INC Technology 11,718.0 $2.2M 0.88% -2K -12.1% $186.67 -3.8%
32 APP APPLOVIN CORP COM CL A Technology 5,349.0 $2.1M 0.86% +837.0 +18.6% $398.00 +49.9%
33 AVGO BROADCOM INC Technology 6,834.0 $2.1M 0.85% +3K +59.0% $309.51 +36.9%
34 ASML ASML HOLDING NV-NY REG SHS Technology 1,503.0 $2.0M 0.80% NEW $1320.83 +22.6%
35 AMZN AMAZON.COM INC Consumer Cyclical 9,087.0 $1.9M 0.76% -144.0 -1.6% $208.27 +29.6%
36 UBER UBER TECHNOLOGIES INC Technology 25,959.0 $1.9M 0.75% -3K -11.1% $71.93 -2.5%
37 SPOT SPOTIFY COMMON Communication Services 3,716.0 $1.8M 0.73% -348.0 -8.6% $484.91 +6.1%
38 BERKSHIRE HATHAWAY INC 3,571.0 $1.7M 0.69% -512.0 -12.5% $479.20
39 SDS PROSHARES TR ULTRASHT SP500 22,120.0 $1.7M 0.67% $75.25 -25.0%
40 MORT VANECK ETF TRUST MORTGAGE REIT 158,507.0 $1.6M 0.66% -108K -40.5% $10.26 -1.6%
Page 2 of 10  ·  189 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%