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Portfolio (Quarterly) Guide ↗

Axecap Investments, LLC

· CIK 0002030036
13F Portfolio $145M AUM 69 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 18 Added 22 Reduced 22 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VRSN VERISIGN INC Technology 1,015.0 $252K 0.17% -27K -96.3% $248.36 +22.0%
62 IVV ISHARES TR 365.0 $238K 0.16% -2K -80.9% $653.22 +14.2%
63 DIA STATE STR SPDR DOW JONES IND Financial Services 501.0 $232K 0.16% $463.19 +8.6%
64 XLC SELECT SECTOR SPDR TR 2,093.0 $232K 0.16% NEW $110.86 +4.7%
65 SO SOUTHERN CO Utilities 2,382.0 $230K 0.16% $96.51 -3.0%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 1,405.0 $206K 0.14% -12K -89.3% $146.28 -6.2%
67 ITA ISHARES TR 931.0 $204K 0.14% -3K -78.2% $218.75 +2.0%
68 MO ALTRIA GROUP INC Consumer Defensive 3,082.0 $203K 0.14% NEW $65.99 +11.7%
69 WMB WILLIAMS COS INC Energy 2,754.0 $200K 0.14% NEW $72.78 +7.0%
Page 4 of 4  ·  69 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
Technology 37.4%
Financial Services 17.2%
Healthcare 11.0%
Industrials 9.6%
Consumer Cyclical 6.4%
Energy 5.1%
Communication Services 5.0%
Consumer Defensive 4.3%
Utilities 2.5%
Basic Materials 1.5%