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Portfolio (Quarterly) Guide ↗

AXQ CAPITAL, LP

· CIK 0001916908
13F Portfolio $777M AUM 973 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 618 New 231 Added 124 Reduced 347 Exited
Page 13 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SR SPIRE INC Utilities 4,752.0 $430K 0.06% NEW $90.54 -5.6%
242 OFRM ONCE UPON A FARM PBC Consumer Defensive 26,313.0 $430K 0.06% NEW $16.35 -2.9%
243 EPR EPR PPTYS Real Estate 8,590.0 $429K 0.06% NEW $49.96 +14.8%
244 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 18,340.0 $428K 0.06% NEW $23.36 -13.4%
245 FLNC FLUENCE ENERGY INC Utilities 30,771.0 $423K 0.05% NEW $13.76 +50.9%
246 BBNX BETA BIONICS INC Healthcare 42,046.0 $421K 0.05% NEW $10.02 -6.2%
247 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 8,994.0 $420K 0.05% NEW $46.71 -12.7%
248 ACHR ARCHER AVIATION INC Industrials 80,744.0 $417K 0.05% NEW $5.17 +14.5%
249 ABT ABBOTT LABORATORIES Healthcare 4,045.0 $415K 0.05% NEW $102.67 -14.4%
250 VTR VENTAS INC Real Estate 5,076.0 $415K 0.05% NEW $81.78 +6.9%
251 NCNO NCINO INC Technology 27,429.0 $411K 0.05% NEW $14.98 -0.1%
252 TKC TURKCELL ILETISIM Communication Services 67,829.0 $409K 0.05% NEW $6.03 +0.3%
253 CALX CALIX INC Technology 8,337.0 $408K 0.05% NEW $48.99 -17.9%
254 ATEN A10 NETWORKS INC Technology 17,556.0 $406K 0.05% NEW $23.12 +21.6%
255 EZPW EZCORP INC Financial Services 15,938.0 $405K 0.05% NEW $25.38 +30.0%
256 PCAR PACCAR INC Industrials 3,489.0 $403K 0.05% NEW $115.50 -4.5%
257 HTO H2O AMERICA Utilities 6,844.0 $402K 0.05% NEW $58.67 -5.8%
258 EMR EMERSON ELEC CO Industrials 3,059.0 $401K 0.05% NEW $131.02 +1.5%
259 BSBR BANCO SANTANDER BRASIL S A Financial Services 67,478.0 $400K 0.05% NEW $5.93 -8.9%
260 JACK JACK IN THE BOX INC Consumer Cyclical 41,373.0 $400K 0.05% NEW $9.67 +11.5%
Page 13 of 31  ·  618 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 17.6%
Technology 17.3%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 10.4%
Utilities 6.4%
Consumer Defensive 6.2%
Energy 4.8%
Communication Services 4.7%
Basic Materials 4.7%