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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 22 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BTQ BTQ TECHNOLOGIES CORP Technology 83,870.0 $224K 0.03% NEW $2.67 +2.2%
422 MGEE MGE ENERGY INC Utilities 2,893.0 $224K 0.03% NEW $77.29 -3.0%
423 ITW ILLINOIS TOOL WKS INC Industrials 855.0 $223K 0.03% NEW $260.29 -4.2%
424 INSTALLED BLDG PRODS INC 839.0 $222K 0.03% NEW $265.15
425 ENLIGHT RENEWABLE ENERGY LTD 3,241.0 $221K 0.03% NEW $68.26
426 ESLT ELBIT SYS LTD Industrials 260.0 $221K 0.03% NEW $849.09 -10.4%
427 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 21,048.0 $221K 0.03% NEW $10.48 +5.1%
428 CSAN COSAN S A Energy 53,426.0 $220K 0.03% NEW $4.12 -14.3%
429 FET FORUM ENERGY TECHNOLOGIES IN Energy 3,732.0 $219K 0.03% NEW $58.66 -1.1%
430 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 10,661.0 $219K 0.03% NEW $20.53 -20.8%
431 GPRK GEOPARK LTD Energy 22,905.0 $218K 0.03% NEW $9.50 +9.4%
432 KFY KORN FERRY Industrials 3,447.0 $217K 0.03% NEW $62.95 +4.3%
433 WTI W & T OFFSHORE INC Energy 63,609.0 $217K 0.03% NEW $3.41 +44.0%
434 NGG NATIONAL GRID PLC Utilities 2,562.0 $217K 0.03% NEW $84.60 -0.9%
435 GVA GRANITE CONSTR INC Industrials 1,808.0 $217K 0.03% NEW $119.88 +14.5%
436 CRITICAL METALS CORP 27,295.0 $217K 0.03% NEW $7.94
437 WTS WATTS WATER TECHNOLOGIES INC Industrials 743.0 $216K 0.03% NEW $290.29 +4.0%
438 JNK SPDR SERIES TRUST 2,245.0 $215K 0.03% NEW $95.72 -0.2%
439 ALNT ALLIENT INC Technology 3,624.0 $214K 0.03% NEW $59.09 +3.2%
440 CAMT CAMTEK LTD Technology 1,400.0 $212K 0.03% NEW $151.61 -0.2%
Page 22 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%