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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 8 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COP CONOCOPHILLIPS Energy 573.0 $76K 0.03% -256.0 -30.9% $132.00 -13.0%
142 VZ VERIZON COMMUNICATIONS INC Communication Services 1,450.0 $73K 0.03% -870.0 -37.5% $50.20 -4.4%
143 T AT&T INC Communication Services 2,510.0 $73K 0.03% -1K -36.2% $28.99 -14.4%
144 A AGILENT TECHNOLOGIES INC Healthcare 618.0 $70K 0.03% -118.0 -16.0% $113.98 +19.9%
145 CSCO CISCO SYSTEMS INC Technology 898.0 $70K 0.03% -125.0 -12.2% $77.59 +53.7%
146 RMD RESMED INC Healthcare 306.0 $69K 0.03% -65.0 -17.5% $224.48 -9.2%
147 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 209.0 $67K 0.03% -103.0 -33.0% $320.55 -4.2%
148 ECL ECOLAB INC Basic Materials 244.0 $65K 0.03% -98.0 -28.6% $266.02 -1.1%
149 ABBV ABBVIE INC Healthcare 292.0 $64K 0.03% -85.0 -22.6% $217.49 +0.5%
150 VEEV VEEVA SYS INC CL A COM Healthcare 346.0 $61K 0.03% -80.0 -18.8% $175.66 -6.2%
151 AMAT APPLIED MATERIALS INC Technology 165.0 $56K 0.02% -39.0 -19.1% $341.79 +32.3%
152 NTRA NATERA INC COM Healthcare 272.0 $54K 0.02% -54.0 -16.6% $199.99 +3.7%
153 PSN PARSONS CORPORATION COM Industrials 1,000.0 $54K 0.02% $54.17 +10.5%
154 DXCM DEXCOM INC Healthcare 847.0 $53K 0.02% -159.0 -15.8% $62.80 +15.3%
155 CTVA CORTEVA INC COM Basic Materials 594.0 $50K 0.02% -245.0 -29.2% $83.71 -3.4%
156 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 852.0 $49K 0.02% -391.0 -31.5% $57.64 +8.1%
157 MRK MERCK & CO INC Healthcare 408.0 $49K 0.02% -119.0 -22.6% $120.29 -0.5%
158 INTC INTEL CORP Technology 1,087.0 $48K 0.02% -150.0 -12.1% $44.13 +175.4%
159 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 165.0 $48K 0.02% -97.0 -37.0% $290.49 -2.1%
160 CL COLGATE-PALMOLIVE CO Consumer Defensive 558.0 $48K 0.02% -267.0 -32.4% $85.23 +8.2%
Page 8 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%